Purchases and Sales Made in Q3 2021 in Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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
Jan 27, 2023 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-534
- 13.5%
$89.2K - $97.9K
3.42K $718K
Nov 03, 2021 Q3 2021
Occidental Asset Management, LLC

SELL
 -
-535
- 28.38%
$89.4K - $98.1K
1.35K $283K
Oct 28, 2021 Q3 2021
Capital Investment Advisory Services, LLC

SELL
 -
-547
- 2.01%
$91.4K - $100K
26.6K $5.58M
Nov 12, 2021 Q3 2021
Bellwether Advisors, LLC

SELL
 -
-551
- 1.22%
$92K - $101K
44.5K $9.34M
Oct 29, 2021 Q3 2021
Busey Wealth Management

SELL
 -
-555
- 3.27%
$92.7K - $102K
16.4K $3.45M
Nov 05, 2021 Q3 2021
Lincoln National Corp

SELL
 -
-559
- 3.51%
$93.4K - $103K
15.4K $3.23M
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

SELL
 -
-562
- 20.04%
$93.9K - $103K
2.24K $470K
Nov 05, 2021 Q3 2021
Cidel Asset Management Inc

Toronto, Ontario, A6
SELL
 -
-570
- 18.01%
$95.2K - $105K
2.6K $544K
Nov 12, 2021 Q3 2021
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-580
- 0.67%
$96.9K - $106K
86K $18M
Oct 29, 2021 Q3 2021
True Link Financial Advisors, LLC

SELL
 -
-584
- 30.1%
$97.5K - $107K
1.36K $284K
Oct 21, 2021 Q3 2021
Concorde Asset Management, LLC

SELL
 -
-640
- 15.34%
$107K - $117K
3.53K $741K
Nov 12, 2021 Q3 2021
Beaumont Financial Partners, LLC

SELL
 -
-664
- 24.48%
$111K - $122K
2.05K $430K
Oct 28, 2021 Q3 2021
Montecito Bank & Trust

SELL
 -
-678
- 35.44%
$113K - $124K
1.24K $259K
Nov 12, 2021 Q3 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-697
- 5.77%
$116K - $128K
11.4K $2.39M
Nov 12, 2021 Q3 2021
Tru Independence LLC

SELL
 -
-752
Closed
$126K - $138K
0 $0
Nov 12, 2021 Q3 2021
Keystone Financial Group

SELL
 -
-766
- 4.18%
$128K - $140K
17.6K $3.69M
Nov 12, 2021 Q3 2021
3 D/L Capital Management, LLC

SELL
 -
-788
- 38.14%
$132K - $145K
1.28K $268K
Oct 13, 2021 Q3 2021
Veracity Capital LLC

SELL
 -
-804
- 17.88%
$134K - $147K
3.69K $775K
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

SELL
 -
-826
- 20.56%
$138K - $151K
3.19K $669K
Nov 10, 2021 Q3 2021
Prudential PLC

London, England, X0
SELL
 -
-850
- 14.83%
$142K - $156K
4.88K $1.02M
Oct 06, 2021 Q3 2021
Burt Wealth Advisors

SELL
 -
-854
- 0.5%
$143K - $157K
169K $35.5M
Oct 21, 2021 Q3 2021
Cascade Investment Advisors, Inc.

Oregon City, OR
SELL
 -
-857
Closed
$143K - $157K
0 $0
Nov 12, 2021 Q3 2021
Palumbo Wealth Management LLC

Great Neck, NY
SELL
 -
-869
- 1.38%
$145K - $159K
62.1K $13M
Nov 15, 2021 Q3 2021
Beacon Financial Advisory LLC

SELL
 -
-906
- 14.09%
$151K - $166K
5.53K $1.16M
Nov 12, 2021 Q3 2021
Brown Advisory Inc

SELL
 -
-956
- 5.41%
$160K - $175K
16.7K $3.51M
May 15, 2024 Q3 2021
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-1.01K
Closed
$169K - $186K
0 $0
Nov 05, 2021 Q3 2021
White Pine Investment CO

SELL
 -
-1.05K
- 10.48%
$175K - $192K
8.93K $1.87M
Oct 22, 2021 Q3 2021
Santori & Peters, Inc.

SELL
 -
-1.06K
- 1.3%
$177K - $194K
80.6K $16.9M
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-1.14K
- 1.92%
$191K - $209K
58.2K $12.2M
Oct 13, 2021 Q3 2021
Foundations Investment Advisors, LLC

SELL
 -
-1.14K
- 1.38%
$191K - $209K
81.5K $17.1M
Oct 14, 2021 Q3 2021
Successful Portfolios LLC

SELL
 -
-1.17K
- 39.55%
$195K - $214K
1.78K $374K
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.2K
- 10.85%
$200K - $219K
9.82K $2.06M
Nov 10, 2021 Q3 2021
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-1.2K
- 27.27%
$200K - $220K
3.2K $671K
Oct 20, 2021 Q3 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-1.21K
- 19.98%
$203K - $222K
4.86K $1.02M
Nov 15, 2021 Q3 2021
Belpointe Asset Management LLC

SELL
 -
-1.24K
- 8.98%
$207K - $228K
12.6K $2.64M
Oct 13, 2021 Q3 2021
Flc Capital Advisors

SELL
 -
-1.25K
- 13.68%
$209K - $229K
7.89K $1.65M
Nov 12, 2021 Q3 2021
Bbr Partners, LLC

New York, NY
SELL
 -
-1.26K
Closed
$210K - $231K
0 $0
Nov 15, 2021 Q3 2021
First Heartland Consultants, Inc.

SELL
 -
-1.26K
- 17.51%
$211K - $232K
5.96K $1.25M
Nov 12, 2021 Q3 2021
Gsa Capital Partners LLP

London, X0
SELL
 -
-1.27K
- 43.95%
$212K - $233K
1.62K $339K
Oct 12, 2021 Q3 2021
Focused Wealth Management, Inc

SELL
 -
-1.27K
- 0.82%
$212K - $233K
154K $32.3M
Nov 01, 2021 Q3 2021
Bcgm Wealth Management, LLC

SELL
 -
-1.29K
- 11.7%
$215K - $236K
9.7K $2.03M
Nov 12, 2021 Q3 2021
Crabel Capital Management, LLC

Milwaukee, WI
SELL
 -
-1.29K
Closed
$216K - $237K
0 $0
Oct 25, 2021 Q3 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-1.3K
- 9.78%
$217K - $238K
12K $2.51M
Nov 01, 2021 Q3 2021
Well Done, LLC

SELL
 -
-1.31K
- 0.88%
$218K - $239K
146K $30.7M
Dec 09, 2021 Q3 2021
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-1.32K
Closed
$220K - $241K
0 $0
Nov 12, 2021 Q3 2021
Aveo Capital Partners, LLC

SELL
 -
-1.33K
Closed
$222K - $244K
0 $0
Nov 15, 2021 Q3 2021
Financial Advisory Service, Inc.

SELL
 -
-1.34K
- 21.47%
$224K - $246K
4.9K $1.03M
Nov 16, 2021 Q3 2021
E Rn Financial, LLC

SELL
 -
-1.36K
- 7.35%
$227K - $250K
17.2K $3.6M
Oct 12, 2021 Q3 2021
Cva Family Office, LLC

SELL
 -
-1.37K
- 6.24%
$228K - $251K
20.6K $4.31M

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