Purchases and Sales Made in Q4 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 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 14, 2022 Q4 2021
Four Thought Financial, LLC

Venice, FL
SELL
 -
-666
- 3.66%
$116K - $129K
17.5K $3.66M
Feb 14, 2022 Q4 2021
Wealthsource Partners, LLC

SELL
 -
-678
- 2.84%
$118K - $131K
23.2K $4.84M
Feb 14, 2022 Q4 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-686
- 4.26%
$119K - $133K
15.4K $3.22M
Feb 11, 2022 Q4 2021
Tower Wealth Partners, Inc.

Lewisburg, PA
SELL
 -
-691
- 1.06%
$120K - $134K
64.4K $13.5M
Jan 25, 2022 Q4 2021
Brickley Wealth Management

SELL
 -
-723
- 2.21%
$125K - $140K
31.9K $6.67M
Jan 20, 2022 Q4 2021
Horst & Graben Wealth Management LLC

SELL
 -
-736
- 21.29%
$128K - $143K
2.72K $568K
Feb 15, 2022 Q4 2021
Crestwood Advisors Group LLC

SELL
 -
-757
- 4.15%
$131K - $147K
17.5K $3.65M
Feb 09, 2022 Q4 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-761
- 3.63%
$132K - $147K
20.2K $4.22M
Jan 26, 2022 Q4 2021
Creative Financial Designs Inc

SELL
 -
-773
- 7.25%
$134K - $150K
9.89K $2.07M
Feb 11, 2022 Q4 2021
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-805
- 18.46%
$140K - $156K
3.56K $743K
Jan 18, 2022 Q4 2021
River Tree Advisors, LLC

Winter Park, FL
SELL
 -
-864
- 2.61%
$150K - $167K
32.3K $6.74M
Jan 21, 2022 Q4 2021
Huntington National Bank

Columbus, OH
SELL
 -
-873
- 72.75%
$152K - $169K
327 $68.3K
Jan 25, 2022 Q4 2021
Busey Wealth Management

SELL
 -
-877
- 5.34%
$152K - $170K
15.5K $3.25M
Jan 31, 2022 Q4 2021
D.A. Davidson & Co.

SELL
 -
-885
- 3.37%
$154K - $171K
25.4K $5.3M
Feb 04, 2022 Q4 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-919
- 51.37%
$160K - $178K
870 $182K
Feb 23, 2022 Q4 2021
Simplex Trading, LLC

SELL
 -
-921
- 37.61%
$160K - $178K
1.53K $319K
Mar 28, 2023 Q4 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-922
- 2.01%
$160K - $179K
44.9K $9.38M
Jan 18, 2022 Q4 2021
Sargent Bickham Lagudis LLC

SELL
 -
-930
Closed
$161K - $180K
0 $0
Feb 14, 2022 Q4 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-955
- 0.86%
$166K - $185K
110K $23M
Jan 21, 2022 Q4 2021
Darwin Advisors, LLC

SELL
 -
-977
- 19.52%
$170K - $189K
4.03K $841K
Feb 07, 2022 Q4 2021
Wfa Of San Diego, LLC

SELL
 -
-984
- 36.87%
$171K - $191K
1.69K $352K
Feb 11, 2022 Q4 2021
Prism Advisors, Inc.

SELL
 -
-1.09K
- 19.18%
$190K - $212K
4.61K $963K
Jan 10, 2022 Q4 2021
Harbor Investment Advisory, LLC

SELL
 -
-1.1K
- 98.21%
$190K - $212K
20 $4.18K
Feb 07, 2022 Q4 2021
Northwest Capital Management Inc

SELL
 -
-1.11K
Closed
$192K - $214K
0 $0
Feb 09, 2022 Q4 2021
Argent Trust CO

Nashville, TN
SELL
 -
-1.11K
- 16.07%
$192K - $214K
5.78K $1.21M
Feb 10, 2022 Q4 2021
Oxford Financial Group LTD

Indianapolis, IN
SELL
 -
-1.11K
- 0.17%
$193K - $215K
645K $135M
Jan 21, 2022 Q4 2021
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-1.15K
- 47.73%
$200K - $224K
1.26K $264K
Feb 11, 2022 Q4 2021
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-1.17K
- 56.84%
$203K - $227K
889 $186K
Jan 13, 2022 Q4 2021
Wedbush Securities Inc

SELL
 -
-1.21K
Closed
$210K - $235K
0 $0
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-1.22K
- 37.65%
$211K - $235K
2.01K $420K
Feb 14, 2022 Q4 2021
Fin Trust Capital Advisors, LLC

SELL
 -
-1.24K
- 98.1%
$216K - $241K
24 $5.01K
Feb 08, 2022 Q4 2021
Baker Tilly Wealth Management, LLC

SELL
 -
-1.24K
Closed
$216K - $241K
0 $0
Feb 02, 2022 Q4 2021
Morris Retirement Advisors, LLC

Parsippany, NJ
SELL
 -
-1.26K
Closed
$218K - $243K
0 $0
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-1.27K
- 27.76%
$221K - $247K
3.32K $692K
Jan 26, 2022 Q4 2021
Hya Advisors, Inc

SELL
 -
-1.31K
- 38.74%
$228K - $254K
2.07K $433K
Jan 11, 2022 Q4 2021
Brookstone Capital Management

SELL
 -
-1.32K
- 15.85%
$230K - $256K
7.02K $1.47M
Feb 14, 2022 Q4 2021
Aspire Private Capital, LLC

SELL
 -
-1.34K
- 58.44%
$232K - $259K
951 $199K
Feb 14, 2022 Q4 2021
Cibc World Market Inc.

Toronto, A6
SELL
 -
-1.34K
- 12.17%
$233K - $260K
9.69K $2.02M
Jan 24, 2022 Q4 2021
Arthur M. Cohen & Associates, LLC

SELL
 -
-1.36K
- 34.32%
$236K - $263K
2.6K $543K
Jan 12, 2022 Q4 2021
White Lighthouse Investment Management Inc.

SELL
 -
-1.36K
- 13.98%
$236K - $264K
8.38K $1.75M
Feb 14, 2022 Q4 2021
Seven One Seven Capital Management

Lancaster, PA
SELL
 -
-1.37K
- 8.58%
$237K - $265K
14.6K $3.04M
Feb 10, 2022 Q4 2021
Financial Counselors Inc

SELL
 -
-1.39K
Closed
$241K - $269K
0 $0
Jan 18, 2022 Q4 2021
Latitude Advisors, LLC

SELL
 -
-1.4K
Closed
$242K - $271K
0 $0
Jan 28, 2022 Q4 2021
Weatherly Asset Management L. P.

SELL
 -
-1.4K
Closed
$243K - $271K
0 $0
Feb 14, 2022 Q4 2021
Intrua Financial, LLC

Houston, TX
SELL
 -
-1.44K
- 14.74%
$251K - $280K
8.35K $1.74M
Feb 11, 2022 Q4 2021
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-1.5K
- 4.67%
$260K - $290K
30.6K $6.39M
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.51K
- 5.88%
$261K - $292K
24.1K $5.04M
Feb 10, 2022 Q4 2021
Stevard, LLC

Chicago, IL
SELL
 -
-1.53K
- 41.03%
$265K - $295K
2.19K $458K
Jan 20, 2022 Q4 2021
Parallel Advisors, LLC

SELL
 -
-1.54K
- 6.54%
$268K - $299K
22K $4.6M

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