Purchases and Sales Made in Q4 2021 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q4 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 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
499K+ 314.03% |
$86.6M - $96.6M
|
657K
$139M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
383K+ 15.02% |
$66.5M - $74.3M
|
2.94M
$620M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
336K+ 632.77% |
$58.3M - $65.1M
|
389K
$82.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
286KNew |
$49.6M - $55.4M
|
286K
$60.4M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
257K+ 8711.27% |
$44.5M - $49.7M
|
260K
$54.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
167KNew |
$28.9M - $32.3M
|
167K
$35.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
112KNew |
$19.4M - $21.6M
|
112K
$23.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
102K+ 4.32% |
$17.8M - $19.8M
|
2.47M
$522M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
100K+ 3.85% |
$17.4M - $19.4M
|
2.7M
$570M
|
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
96.3KNew |
$16.7M - $18.7M
|
96.3K
$20.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
95.5KNew |
$16.6M - $18.5M
|
95.5K
$20.2M
|
|
|
Mar 01, 2022
Q4 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
94.7KNew |
$16.4M - $18.3M
|
94.7K
$20M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
91.9K+ 5.95% |
$16M - $17.8M
|
1.64M
$346M
|
|
|
Feb 14, 2022
Q4 2021
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
89.3KNew |
$15.5M - $17.3M
|
89.3K
$18.9M
|
|
|
Feb 14, 2022
Q4 2021
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
80.2KNew |
$13.9M - $15.5M
|
80.2K
$16.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
71K+ 19.08% |
$12.3M - $13.8M
|
443K
$93.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
67.8K+ 7.11% |
$11.8M - $13.1M
|
1.02M
$216M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
66.9KNew |
$11.6M - $13M
|
66.9K
$14.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
60.7KNew |
$10.5M - $11.8M
|
60.7K
$12.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
57.5K+ 59.58% |
$9.97M - $11.1M
|
154K
$32.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
53.8K+ 51.91% |
$9.34M - $10.4M
|
157K
$33.3M
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
52.2KNew |
$9.06M - $10.1M
|
52.2K
$11M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
49K+ 287.11% |
$8.51M - $9.5M
|
66.1K
$14M
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
47.5KNew |
$8.24M - $9.2M
|
47.5K
$10M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
46.2K+ 16.95% |
$8.03M - $8.96M
|
319K
$67.4M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
44.3KNew |
$7.68M - $8.58M
|
44.3K
$9.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
40.5K+ 6.4% |
$7.03M - $7.85M
|
674K
$142M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.1K+ 811.69% |
$6.97M - $7.78M
|
45.1K
$9.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
39.2KNew |
$6.81M - $7.6M
|
39.2K
$8.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
38.3K+ 1373.54% |
$6.65M - $7.42M
|
41.1K
$8.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.9KNew |
$6.58M - $7.35M
|
37.9K
$8.01M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
37.4K+ 49.87% |
$6.48M - $7.24M
|
112K
$23.7M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
33.2KNew |
$5.76M - $6.43M
|
33.2K
$7.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
33.1K+ 80.52% |
$5.75M - $6.42M
|
74.3K
$15.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
32.6KNew |
$5.65M - $6.31M
|
32.6K
$6.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
32.4K+ 138.21% |
$5.62M - $6.27M
|
55.8K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
31.4KNew |
$5.45M - $6.08M
|
31.4K
$6.63M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
29.3KNew |
$5.09M - $5.68M
|
29.3K
$6.2M
|
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
29.1KNew |
$5.04M - $5.63M
|
29.1K
$6.14M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28.8KNew |
$5M - $5.58M
|
28.8K
$6.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.3K+ 25.53% |
$4.91M - $5.48M
|
139K
$29.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
27.9KNew |
$4.83M - $5.4M
|
27.9K
$5.88M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
27.4KNew |
$4.76M - $5.32M
|
27.4K
$5.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
24.9KNew |
$4.32M - $4.82M
|
24.9K
$5.25M
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
21.6KNew |
$3.75M - $4.19M
|
21.6K
$4.57M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
20.9K+ 12.86% |
$3.64M - $4.06M
|
184K
$38.8M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
20.6K+ 31.87% |
$3.58M - $3.99M
|
85.2K
$18M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.1K+ 109.08% |
$3.48M - $3.89M
|
38.4K
$8.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8K+ 105.17% |
$3.44M - $3.84M
|
38.6K
$8.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
17.9K+ 2.47% |
$3.11M - $3.48M
|
745K
$157M
|