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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-176- 10.14% |
$30.5K - $34.1K
|
1.56K
$326K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-184- 3.66% |
$31.9K - $35.7K
|
4.84K
$1.01M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-190- 3.75% |
$33K - $36.8K
|
4.87K
$1.02M
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
SELL
|
- |
-200- 2.67% |
$34.7K - $38.8K
|
7.29K
$1.52M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-201- 5.47% |
$34.9K - $38.9K
|
3.47K
$725K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-208- 30.36% |
$36.1K - $40.3K
|
477
$99.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-213- 2.6% |
$37K - $41.3K
|
7.99K
$1.67M
|
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-242- 2.47% |
$42K - $46.9K
|
9.56K
$2M
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-268- 15.02% |
$46.5K - $51.9K
|
1.52K
$317K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-269- 6.65% |
$46.7K - $52.1K
|
3.77K
$788K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-272- 0.54% |
$47.2K - $52.7K
|
50.3K
$10.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-274Closed |
$47.6K - $53.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-293- 10.66% |
$50.9K - $56.8K
|
2.46K
$513K
|
|
|
Jan 28, 2022
Q4 2021
|
White Pine Investment CO
|
SELL
|
- |
-313- 3.5% |
$54.3K - $60.6K
|
8.62K
$1.8M
|
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-316- 0.97% |
$54.8K - $61.2K
|
32.4K
$6.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-324- 2.21% |
$56.2K - $62.8K
|
14.3K
$2.99M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-325- 14.46% |
$56.4K - $63K
|
1.92K
$402K
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-328- 3.01% |
$56.9K - $63.6K
|
10.6K
$2.2M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-330- 4.89% |
$57.3K - $63.9K
|
6.42K
$1.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-335- 54.65% |
$58.1K - $64.9K
|
278
$58.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-342- 0.26% |
$59.4K - $66.3K
|
133K
$27.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-346- 12.14% |
$60.1K - $67K
|
2.51K
$523K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-352- 9.91% |
$61.1K - $68.2K
|
3.2K
$668K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-358- 5.06% |
$62.1K - $69.4K
|
6.72K
$1.4M
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-366- 4.3% |
$63.5K - $70.9K
|
8.14K
$1.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-372- 48.12% |
$64.6K - $72.1K
|
401
$83.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-376- 5.43% |
$65.3K - $72.9K
|
6.55K
$1.37M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-377- 19.74% |
$65.4K - $73K
|
1.53K
$320K
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-400Closed |
$69.4K - $77.5K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-407Closed |
$70.6K - $78.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-412- 0.92% |
$71.5K - $79.8K
|
44.1K
$9.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-421- 5.28% |
$73.1K - $81.6K
|
7.55K
$1.58M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-431- 8.55% |
$74.8K - $83.5K
|
4.61K
$963K
|
|
|
Jan 18, 2022
Q4 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-439- 6.59% |
$76.2K - $85.1K
|
6.22K
$1.3M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-447- 2.7% |
$77.6K - $86.6K
|
16.1K
$3.36M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-456- 16.03% |
$79.1K - $88.4K
|
2.39K
$499K
|
|
|
Jan 19, 2022
Q4 2021
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-458- 10.58% |
$79.5K - $88.7K
|
3.87K
$809K
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
SELL
|
- |
-467- 3.98% |
$81.1K - $90.5K
|
11.3K
$2.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Roof Eidam & Maycock
|
SELL
|
- |
-472- 1.22% |
$81.9K - $91.5K
|
38.2K
$7.97M
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-476- 89.31% |
$82.6K - $92.2K
|
57
$11.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
SELL
|
- |
-502- 17.75% |
$87.1K - $97.3K
|
2.33K
$486K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-518- 80.69% |
$89.9K - $100K
|
124
$25.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-521- 12.79% |
$90.4K - $101K
|
3.55K
$742K
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-561- 11.76% |
$97.4K - $109K
|
4.21K
$879K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-573- 1.47% |
$99.4K - $111K
|
38.3K
$8M
|
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-575- 5.93% |
$99.8K - $111K
|
9.12K
$1.91M
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
SELL
|
- |
-621- 0.79% |
$108K - $120K
|
77.9K
$16.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-632- 12.89% |
$110K - $122K
|
4.27K
$892K
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-634- 4.38% |
$110K - $123K
|
13.8K
$2.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-648- 6.6% |
$112K - $126K
|
9.17K
$1.92M
|