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 26, 2022 Q4 2021
Dynamic Advisor Solutions LLC

SELL
 -
-1.61K
- 31.86%
$280K - $312K
3.45K $720K
Jan 21, 2022 Q4 2021
Foundations Investment Advisors, LLC

SELL
 -
-1.63K
- 2.0%
$283K - $316K
79.9K $16.7M
Jan 21, 2022 Q4 2021
Cooper/Haims Advisors, LLC

SELL
 -
-1.64K
Closed
$285K - $319K
0 $0
Feb 09, 2022 Q4 2021
Frisch Financial Group, Inc.

Melville, NY
SELL
 -
-1.66K
- 3.31%
$287K - $321K
48.3K $10.1M
Jan 19, 2022 Q4 2021
Advisor Net Financial, Inc

SELL
 -
-1.73K
- 65.69%
$300K - $335K
903 $189K
Feb 09, 2022 Q4 2021
Washington Trust CO

SELL
 -
-1.8K
- 59.31%
$312K - $349K
1.24K $258K
Jan 24, 2022 Q4 2021
Cadent Capital Advisors, LLC

SELL
 -
-1.81K
- 6.39%
$313K - $350K
26.5K $5.52M
Feb 08, 2022 Q4 2021
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-1.88K
- 7.64%
$327K - $365K
22.8K $4.76M
Feb 10, 2022 Q4 2021
Independent Wealth Network Inc.

SELL
 -
-1.99K
Closed
$345K - $385K
0 $0
Feb 11, 2022 Q4 2021
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-2.04K
- 0.57%
$354K - $396K
355K $74.1M
Feb 04, 2022 Q4 2021
Gainplan LLC

Bloomfield Hills, MI
SELL
 -
-2.11K
- 53.24%
$366K - $409K
1.85K $387K
Feb 14, 2022 Q4 2021
Thompson Davis & Co., Inc.

SELL
 -
-2.11K
Closed
$367K - $409K
0 $0
Jan 13, 2022 Q4 2021
Calton & Associates, Inc.

SELL
 -
-2.27K
- 27.3%
$394K - $439K
6.04K $1.26M
Jan 31, 2022 Q4 2021
Horizon Financial Services, LLC

SELL
 -
-2.29K
- 29.27%
$397K - $444K
5.54K $1.16M
Jan 20, 2022 Q4 2021
Lion Street Advisors, LLC

SELL
 -
-2.31K
Closed
$400K - $447K
0 $0
Feb 10, 2022 Q4 2021
Prospera Financial Services Inc

SELL
 -
-2.31K
- 24.11%
$401K - $447K
7.27K $1.52M
Feb 14, 2022 Q4 2021
Client 1 St Advisory Group, LLC

Clearwater, FL
SELL
 -
-2.36K
- 24.54%
$410K - $458K
7.27K $1.52M
Feb 01, 2022 Q4 2021
Cozad Asset Management Inc

Champaign, IL
SELL
 -
-2.46K
- 7.57%
$426K - $476K
30K $6.26M
Feb 14, 2022 Q4 2021
Prelude Capital Management, LLC

New York, NY
SELL
 -
-2.5K
Closed
$434K - $484K
0 $0
Feb 15, 2022 Q4 2021
Integrated Wealth Concepts LLC

SELL
 -
-2.62K
- 0.83%
$455K - $507K
311K $65M
Jan 24, 2022 Q4 2021
Baker Boyer National Bank

SELL
 -
-2.72K
Closed
$473K - $528K
0 $0
Feb 11, 2022 Q4 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-2.8K
- 24.62%
$486K - $543K
8.58K $1.79M
Feb 14, 2022 Q4 2021
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-2.84K
- 11.88%
$493K - $550K
21.1K $4.4M
Feb 03, 2022 Q4 2021
Sheaff Brock Investment Advisors, LLC

SELL
 -
-2.88K
- 14.09%
$500K - $558K
17.6K $3.67M
Feb 07, 2022 Q4 2021
M&T Bank Corp

SELL
 -
-2.94K
- 4.55%
$510K - $569K
61.6K $12.9M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-2.94K
Closed
$510K - $569K
0 $0
Jan 31, 2022 Q4 2021
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-2.98K
- 1.72%
$517K - $577K
170K $35.5M
Jan 28, 2022 Q4 2021
Wespac Advisors, LLC

SELL
 -
-2.98K
- 13.12%
$517K - $577K
19.7K $4.12M
Feb 14, 2022 Q4 2021
Tennessee Valley Asset Management Partners

SELL
 -
-3K
- 70.46%
$520K - $581K
1.26K $262K
Feb 08, 2022 Q4 2021
Peddock Capital Advisors, LLC

SELL
 -
-3.09K
- 36.55%
$536K - $598K
5.36K $1.12M
Jan 25, 2022 Q4 2021
Allen Capital Group, LLC

SELL
 -
-3.31K
Closed
$574K - $641K
0 $0
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-3.45K
- 5.87%
$599K - $669K
55.3K $11.6M
Feb 14, 2022 Q4 2021
Iag Wealth Partners, LLC

SELL
 -
-3.52K
- 7.72%
$611K - $682K
42.1K $8.79M
Feb 02, 2022 Q4 2021
Concorde Asset Management, LLC

SELL
 -
-3.53K
Closed
$613K - $685K
0 $0
Feb 09, 2022 Q4 2021
Insight Advisors, LLC

Newtown, PA
SELL
 -
-3.75K
- 54.38%
$651K - $727K
3.15K $657K
Jan 31, 2022 Q4 2021
Financial Sense Advisors, Inc.

SELL
 -
-3.77K
- 4.51%
$654K - $730K
79.7K $16.7M
Feb 14, 2022 Q4 2021
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-3.91K
Closed
$678K - $757K
0 $0
Jan 25, 2022 Q4 2021
Anderson Hoagland & CO

SELL
 -
-4.24K
- 11.13%
$735K - $821K
33.8K $7.06M
Feb 11, 2022 Q4 2021
Syntal Capital Partners, LLC

Midland, TX
SELL
 -
-4.29K
- 14.25%
$745K - $831K
25.8K $5.39M
Feb 02, 2022 Q4 2021
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-4.4K
- 17.19%
$763K - $852K
21.2K $4.42M
Feb 08, 2022 Q4 2021
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-4.44K
- 0.87%
$770K - $860K
505K $105M
Jan 19, 2022 Q4 2021
Stonehearth Capital Management, LLC

SELL
 -
-4.51K
- 4.88%
$782K - $873K
87.7K $18.3M
Feb 14, 2022 Q4 2021
Y Intercept (Hong Kong) LTD

SELL
 -
-4.63K
Closed
$803K - $897K
0 $0
Jan 19, 2022 Q4 2021
Market Street Wealth Management Advisors LLC

SELL
 -
-4.8K
- 30.16%
$834K - $931K
11.1K $2.32M
Feb 07, 2022 Q4 2021
Barber Financial Group, Inc.

SELL
 -
-4.81K
- 69.95%
$834K - $931K
2.07K $431K
Dec 13, 2023 Q4 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-4.86K
- 45.17%
$843K - $941K
5.9K $1.23M
Feb 14, 2022 Q4 2021
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-4.86K
- 45.17%
$843K - $941K
5.9K $1.23M
Jan 20, 2022 Q4 2021
Regal Wealth Group, Inc.

SELL
 -
-4.9K
- 18.23%
$850K - $949K
22K $4.59M
Jul 24, 2024 Q4 2021
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-5.13K
- 18.35%
$891K - $995K
22.8K $4.77M

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