Purchases and Sales Made in Q3 2021 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q3 2021. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA MOMENTUM FACT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
552+ 0.5% |
$92.2K - $101K
|
111K
$23.3M
|
|
Oct 20, 2021
Q3 2021
|
Unison Advisors LLC
|
BUY
|
- |
545+ 20.83% |
$91K - $99.9K
|
3.16K
$663K
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
536+ 0.58% |
$89.5K - $98.3K
|
92.2K
$19.3M
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
523+ 18.31% |
$87.4K - $95.9K
|
3.38K
$709K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
521+ 2.19% |
$87K - $95.5K
|
24.3K
$5.1M
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
520+ 2.37% |
$86.9K - $95.4K
|
22.5K
$4.71M
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
511+ 1.02% |
$85.3K - $93.7K
|
50.5K
$10.6M
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
500+ 24.21% |
$83.5K - $91.7K
|
2.57K
$538K
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
474+ 4.72% |
$79.2K - $86.9K
|
10.5K
$2.2M
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
459+ 3.32% |
$76.7K - $84.2K
|
14.3K
$3M
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
BUY
|
- |
453+ 0.58% |
$75.7K - $83.1K
|
78.5K
$16.5M
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
446+ 36.56% |
$74.5K - $81.8K
|
1.67K
$349K
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
BUY
|
- |
436+ 1.67% |
$72.8K - $80K
|
26.5K
$5.56M
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
428+ 1.16% |
$71.5K - $78.5K
|
37.2K
$7.81M
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
418+ 6.46% |
$69.8K - $76.7K
|
6.88K
$1.44M
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
413+ 2.9% |
$69K - $75.7K
|
14.7K
$3.07M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
400New |
$66.8K - $73.4K
|
400
$83.9K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
394+ 1.71% |
$65.8K - $72.3K
|
23.4K
$4.91M
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
378+ 2.63% |
$63.1K - $69.3K
|
14.7K
$3.09M
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
311+ 0.4% |
$51.9K - $57K
|
77.5K
$16.3M
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
306+ 1.54% |
$51.1K - $56.1K
|
20.2K
$4.24M
|
|
Nov 15, 2021
Q3 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
256+ 1.63% |
$42.8K - $46.9K
|
15.9K
$3.34M
|
|
Nov 05, 2021
Q3 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
254+ 2.11% |
$42.4K - $46.6K
|
12.3K
$2.58M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
248+ 86.41% |
$41.4K - $45.5K
|
535
$112K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
244New |
$40.8K - $44.7K
|
244
$51.2K
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
242+ 11.87% |
$40.4K - $44.4K
|
2.28K
$478K
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
241+ 1.19% |
$40.3K - $44.2K
|
20.4K
$4.29M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
238+ 5.95% |
$39.8K - $43.6K
|
4.24K
$890K
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
233+ 0.47% |
$38.9K - $42.7K
|
49.4K
$10.4M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
220+ 5.03% |
$36.7K - $40.3K
|
4.59K
$963K
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
203+ 8.81% |
$33.9K - $37.2K
|
2.51K
$526K
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
201+ 2.63% |
$33.6K - $36.9K
|
7.86K
$1.65M
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
194New |
$32.4K - $35.6K
|
194
$40.7K
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
177+ 1.69% |
$29.6K - $32.5K
|
10.7K
$2.24M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
176+ 11.28% |
$29.4K - $32.3K
|
1.74K
$364K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
169New |
$28.2K - $31K
|
169
$35.4K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
159+ 2.41% |
$26.6K - $29.2K
|
6.75K
$1.42M
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
157+ 12.77% |
$26.2K - $28.8K
|
1.39K
$291K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
155+ 6.03% |
$25.9K - $28.4K
|
2.73K
$572K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
155+ 1107.14% |
$25.9K - $28.4K
|
169
$35.4K
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
154+ 9.05% |
$25.7K - $28.2K
|
1.86K
$389K
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
150+ 0.83% |
$25.1K - $27.5K
|
18.2K
$3.81M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
149+ 1.04% |
$24.9K - $27.3K
|
14.4K
$3.02M
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
145+ 1.94% |
$24.2K - $26.6K
|
7.63K
$1.6M
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
139+ 25.46% |
$23.2K - $25.5K
|
685
$144K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
137New |
$22.9K - $25.1K
|
137
$28.7K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
135+ 9.98% |
$22.5K - $24.8K
|
1.49K
$312K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
130+ 86.09% |
$21.7K - $23.8K
|
281
$58.9K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
128New |
$21.4K - $23.5K
|
128
$26.8K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
128+ 2.61% |
$21.4K - $23.5K
|
5.02K
$1.05M
|