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 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-122- 1.73% |
$20.4K - $22.4K
|
6.92K
$1.45M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-127- 4.88% |
$21.2K - $23.3K
|
2.48K
$520K
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-128- 0.55% |
$21.4K - $23.5K
|
23.3K
$4.9M
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-128- 0.24% |
$21.4K - $23.5K
|
53.9K
$11.3M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-129- 3.5% |
$21.5K - $23.7K
|
3.55K
$745K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-132Closed |
$22K - $24.2K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-133- 0.41% |
$22.2K - $24.4K
|
32.4K
$6.8M
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-139- 41.0% |
$23.2K - $25.5K
|
200
$41.9K
|
|
Oct 15, 2021
Q3 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-140- 5.03% |
$23.4K - $25.7K
|
2.64K
$554K
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-140- 0.63% |
$23.4K - $25.7K
|
22.1K
$4.63M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-152- 5.83% |
$25.4K - $27.9K
|
2.45K
$515K
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-155- 5.69% |
$25.9K - $28.4K
|
2.57K
$539K
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-178Closed |
$29.7K - $32.6K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-194- 11.94% |
$32.4K - $35.6K
|
1.43K
$300K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-204- 8.17% |
$34.1K - $37.4K
|
2.29K
$481K
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-212- 6.97% |
$35.4K - $38.9K
|
2.83K
$593K
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-214- 6.86% |
$35.7K - $39.2K
|
2.9K
$609K
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-215- 12.55% |
$35.9K - $39.4K
|
1.5K
$314K
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-219Closed |
$36.6K - $40.2K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-220- 7.41% |
$36.7K - $40.3K
|
2.75K
$577K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-224- 9.81% |
$37.4K - $41.1K
|
2.06K
$432K
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-225- 8.95% |
$37.6K - $41.3K
|
2.29K
$480K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-256- 33.51% |
$42.8K - $46.9K
|
508
$107K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-257- 17.49% |
$42.9K - $47.1K
|
1.21K
$254K
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-276- 3.06% |
$46.1K - $50.6K
|
8.74K
$1.83M
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-279- 3.9% |
$46.6K - $51.2K
|
6.87K
$1.44M
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-288- 3.17% |
$48.1K - $52.8K
|
8.8K
$1.85M
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-319- 1.17% |
$53.3K - $58.5K
|
26.9K
$5.63M
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-320- 10.23% |
$53.4K - $58.7K
|
2.81K
$589K
|
|
Nov 08, 2021
Q3 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-320- 0.69% |
$53.4K - $58.7K
|
45.9K
$9.64M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-324- 14.2% |
$54.1K - $59.4K
|
1.96K
$411K
|
|
Nov 12, 2021
Q3 2021
|
S&T Bank
Indiana, PA |
SELL
|
- |
-327- 8.58% |
$54.6K - $60K
|
3.48K
$731K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-330- 35.79% |
$55.1K - $60.5K
|
592
$124K
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-350- 10.39% |
$58.5K - $64.2K
|
3.02K
$633K
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-361- 14.41% |
$60.3K - $66.2K
|
2.15K
$450K
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-368- 1.9% |
$61.5K - $67.5K
|
19K
$3.99M
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-388Closed |
$64.8K - $71.2K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-396Closed |
$66.1K - $72.6K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-411- 12.28% |
$68.6K - $75.4K
|
2.94K
$616K
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-421- 35.26% |
$70.3K - $77.2K
|
773
$162K
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-433- 11.58% |
$72.3K - $79.4K
|
3.31K
$694K
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-449Closed |
$75K - $82.3K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-457- 5.27% |
$76.3K - $83.8K
|
8.21K
$1.72M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-463- 0.66% |
$77.3K - $84.9K
|
69.6K
$14.6M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-464- 6.11% |
$77.5K - $85.1K
|
7.13K
$1.5M
|
|
Oct 27, 2021
Q3 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-474- 8.65% |
$79.2K - $86.9K
|
5.01K
$1.05M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-477- 2.8% |
$79.7K - $87.5K
|
16.5K
$3.47M
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
SELL
|
- |
-482- 30.37% |
$80.5K - $88.4K
|
1.11K
$232K
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-507- 9.61% |
$84.7K - $93K
|
4.77K
$1M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-534- 13.5% |
$89.2K - $97.9K
|
3.42K
$718K
|