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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.08% |
$167 - $183
|
1.32K
$276K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1New |
$167 - $183
|
1
$210
|
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.34% |
$167 - $183
|
293
$61.5K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$167 - $183
|
19K
$3.98M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.23% |
$167 - $183
|
441
$92.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2- 0.03% |
$334 - $367
|
7.5K
$1.57M
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2- 0.1% |
$334 - $367
|
1.91K
$401K
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-6- 5.22% |
$1K - $1.1K
|
109
$22.9K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-9- 1.66% |
$1.5K - $1.65K
|
533
$112K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-14- 1.54% |
$2.34K - $2.57K
|
894
$188K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-19- 0.66% |
$3.17K - $3.48K
|
2.85K
$598K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-20- 26.67% |
$3.34K - $3.67K
|
55
$11.5K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-21- 0.09% |
$3.51K - $3.85K
|
22.8K
$4.79M
|
|
|
Oct 19, 2021
Q3 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-23- 0.9% |
$3.84K - $4.22K
|
2.53K
$531K
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-24Closed |
$4.01K - $4.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-25Closed |
$4.18K - $4.58K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-30- 1.42% |
$5.01K - $5.5K
|
2.08K
$437K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-30- 0.76% |
$5.01K - $5.5K
|
3.93K
$824K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-30- 0.81% |
$5.01K - $5.5K
|
3.7K
$775K
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-35- 21.47% |
$5.85K - $6.42K
|
128
$26.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-38- 1.14% |
$6.35K - $6.97K
|
3.31K
$693K
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-46- 0.54% |
$7.68K - $8.44K
|
8.49K
$1.78M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-50Closed |
$8.35K - $9.17K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-52- 0.73% |
$8.69K - $9.54K
|
7.08K
$1.48M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-53- 72.6% |
$8.85K - $9.72K
|
20
$4.19K
|
|
|
Oct 25, 2021
Q3 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-55- 1.25% |
$9.19K - $10.1K
|
4.33K
$908K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-56- 0.93% |
$9.35K - $10.3K
|
5.96K
$1.25M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-60- 3.11% |
$10K - $11K
|
1.87K
$392K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-60Closed |
$10K - $11K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-60- 1.83% |
$10K - $11K
|
3.23K
$677K
|
|
|
Nov 12, 2021
Q3 2021
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-66Closed |
$11K - $12.1K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-69- 0.98% |
$11.5K - $12.7K
|
6.95K
$1.46M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-69- 1.56% |
$11.5K - $12.7K
|
4.36K
$915K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-75- 20.66% |
$12.5K - $13.8K
|
288
$60.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-83- 7.91% |
$13.9K - $15.2K
|
966
$203K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-87- 18.75% |
$14.5K - $16K
|
377
$79.1K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-88- 3.43% |
$14.7K - $16.1K
|
2.48K
$519K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-89- 6.57% |
$14.9K - $16.3K
|
1.27K
$266K
|
|
|
Oct 27, 2021
Q3 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-90- 3.85% |
$15K - $16.5K
|
2.25K
$471K
|
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-97- 0.58% |
$16.2K - $17.8K
|
16.6K
$3.49M
|
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-100- 1.02% |
$16.7K - $18.3K
|
9.74K
$2.04M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-100- 41.67% |
$16.7K - $18.3K
|
140
$29.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-101Closed |
$16.9K - $18.5K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-102- 72.86% |
$17K - $18.7K
|
38
$7.97K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-105- 3.42% |
$17.5K - $19.3K
|
2.96K
$621K
|
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
SELL
|
- |
-109- 4.12% |
$18.2K - $20K
|
2.54K
$532K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-112- 23.14% |
$18.7K - $20.5K
|
372
$78K
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
SELL
|
- |
-114- 1.11% |
$19K - $20.9K
|
10.1K
$2.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-116- 99.15% |
$19.4K - $21.3K
|
1
$210
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-116- 7.65% |
$19.4K - $21.3K
|
1.4K
$294K
|