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 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
124+ 0.44% |
$20.7K - $22.7K
|
28.3K
$5.93M
|
|
Oct 21, 2021
Q3 2021
|
Regent Investment Management LLC
|
BUY
|
- |
123+ 5.59% |
$20.5K - $22.6K
|
2.33K
$488K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
115New |
$19.2K - $21.1K
|
115
$24.1K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
110New |
$18.4K - $20.2K
|
110
$23.1K
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
107+ 1.7% |
$17.9K - $19.6K
|
6.39K
$1.34M
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
102+ 0.64% |
$17K - $18.7K
|
15.9K
$3.34M
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
96+ 51.89% |
$16K - $17.6K
|
281
$58.9K
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
95+ 0.37% |
$15.9K - $17.4K
|
25.6K
$5.36M
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
81+ 4.12% |
$13.5K - $14.9K
|
2.05K
$430K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
71New |
$11.9K - $13K
|
71
$14.9K
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
71+ 89.87% |
$11.9K - $13K
|
150
$31.5K
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
71New |
$11.9K - $13K
|
71
$14.9K
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
67+ 2.4% |
$11.2K - $12.3K
|
2.86K
$600K
|
|
Oct 14, 2021
Q3 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
63+ 1.46% |
$10.5K - $11.6K
|
4.39K
$920K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
62+ 4.88% |
$10.4K - $11.4K
|
1.33K
$279K
|
|
Dec 02, 2021
Q3 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
62+ 1.44% |
$10.4K - $11.4K
|
4.38K
$918K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
61+ 2.19% |
$10.2K - $11.2K
|
2.85K
$598K
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
60+ 0.99% |
$10K - $11K
|
6.11K
$1.28M
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
55+ 0.66% |
$9.19K - $10.1K
|
8.45K
$1.77M
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
52+ 2.64% |
$8.69K - $9.54K
|
2.02K
$424K
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
52+ 0.26% |
$8.69K - $9.54K
|
19.9K
$4.17M
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
51New |
$8.52K - $9.35K
|
51
$10.7K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
43+ 52.44% |
$7.18K - $7.89K
|
125
$26.2K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
39+ 0.38% |
$6.51K - $7.15K
|
10.3K
$2.16M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
38+ 0.14% |
$6.35K - $6.97K
|
26.3K
$5.51M
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
35+ 2.06% |
$5.85K - $6.42K
|
1.73K
$363K
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
34+ 6.8% |
$5.68K - $6.23K
|
534
$112K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
33+ 21.85% |
$5.51K - $6.05K
|
184
$38.6K
|
|
Nov 09, 2021
Q3 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
32+ 1.65% |
$5.34K - $5.87K
|
1.98K
$414K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
29+ 0.47% |
$4.84K - $5.32K
|
6.23K
$1.31M
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
28+ 0.14% |
$4.68K - $5.13K
|
20.5K
$4.31M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
27+ 1.3% |
$4.51K - $4.95K
|
2.1K
$440K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26+ 43.33% |
$4.34K - $4.77K
|
86
$18K
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
24+ 0.17% |
$4.01K - $4.4K
|
13.8K
$2.89M
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
20+ 0.4% |
$3.34K - $3.67K
|
5.06K
$1.06M
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 1.15% |
$3.17K - $3.48K
|
1.68K
$352K
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
13+ 0.42% |
$2.17K - $2.38K
|
3.09K
$648K
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13New |
$2.17K - $2.38K
|
13
$2.73K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
10+ 0.45% |
$1.67K - $1.83K
|
2.22K
$465K
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
8+ 0.14% |
$1.34K - $1.47K
|
5.67K
$1.19M
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
4+ 0.2% |
$668 - $734
|
1.96K
$412K
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4New |
$668 - $734
|
4
$839
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
4+ 0.05% |
$668 - $734
|
7.31K
$1.53M
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
4+ 0.05% |
$668 - $734
|
7.38K
$1.55M
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
3New |
$501 - $550
|
3
$629
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2+ 0.12% |
$334 - $367
|
1.67K
$350K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$334 - $367
|
2
$419
|
|
Nov 15, 2021
Q3 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2+ 0.05% |
$334 - $367
|
3.7K
$776K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$167 - $183
|
4.04K
$848K
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 1.61% |
$167 - $183
|
63
$13.2K
|