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 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-20.8K- 95.11% |
$3.6M - $4.02M
|
1.07K
$226K
|
|
|
Feb 09, 2022
Q4 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-21.2K- 11.43% |
$3.68M - $4.1M
|
164K
$34.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-21.7K- 95.53% |
$3.76M - $4.2M
|
1.01K
$214K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.3K- 6.57% |
$3.88M - $4.33M
|
318K
$67.1M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.9K- 13.77% |
$3.98M - $4.44M
|
144K
$30.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.2K- 15.38% |
$4.2M - $4.68M
|
133K
$28.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-25.3K- 2.39% |
$4.4M - $4.91M
|
1.04M
$219M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-27.1K- 90.63% |
$4.7M - $5.24M
|
2.8K
$591K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28K- 37.06% |
$4.86M - $5.42M
|
47.5K
$10M
|
|
|
Feb 11, 2022
Q4 2021
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-28.8K- 23.36% |
$5M - $5.58M
|
94.5K
$20M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-29.8K- 68.78% |
$5.18M - $5.78M
|
13.5K
$2.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-31.3K- 12.38% |
$5.44M - $6.07M
|
222K
$46.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-32K- 29.5% |
$5.56M - $6.21M
|
76.6K
$16.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-32.2K- 52.5% |
$5.59M - $6.24M
|
29.2K
$6.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.9K- 69.82% |
$5.71M - $6.38M
|
14.2K
$3.01M
|
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
SELL
|
- |
-34KClosed |
$5.91M - $6.59M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-35KClosed |
$6.07M - $6.78M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35.7K- 3.78% |
$6.2M - $6.92M
|
909K
$192M
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-35.8KClosed |
$6.21M - $6.93M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-36.4K- 3.16% |
$6.32M - $7.06M
|
1.12M
$236M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-37.4K- 53.43% |
$6.49M - $7.25M
|
32.6K
$6.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-39.6K- 88.18% |
$6.88M - $7.68M
|
5.31K
$1.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-42.6KClosed |
$7.4M - $8.26M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
SELL
|
- |
-43.3K- 12.08% |
$7.51M - $8.38M
|
315K
$66.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-43.9K- 12.6% |
$7.61M - $8.5M
|
304K
$64.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-44.3K- 5.91% |
$7.68M - $8.58M
|
705K
$149M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.3K- 7.27% |
$8.22M - $9.17M
|
603K
$127M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-50K- 92.78% |
$8.68M - $9.69M
|
3.89K
$822K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-75K- 4.32% |
$13M - $14.5M
|
1.66M
$351M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-85.9K- 53.05% |
$14.9M - $16.7M
|
76.1K
$16.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Provida Pension Fund Administrator
Santiago, F3 |
SELL
|
- |
-94.7KClosed |
$16.4M - $18.3M
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-95.8K- 85.79% |
$16.6M - $18.6M
|
15.9K
$3.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-157K- 28.44% |
$27.3M - $30.4M
|
395K
$83.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-158K- 6.14% |
$27.4M - $30.6M
|
2.41M
$509M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-173K- 39.74% |
$30M - $33.4M
|
262K
$55.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-197K- 56.72% |
$34.1M - $38.1M
|
150K
$31.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-207K- 15.9% |
$35.9M - $40.1M
|
1.09M
$231M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-335K- 4.22% |
$58.2M - $64.9M
|
7.6M
$1.61B
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-342K- 63.49% |
$59.4M - $66.3M
|
197K
$41.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-403K- 43.66% |
$70M - $78.1M
|
520K
$110M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-417K- 98.56% |
$72.3M - $80.7M
|
6.08K
$1.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-496K- 27.62% |
$86.1M - $96.1M
|
1.3M
$275M
|
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-501K- 76.16% |
$86.9M - $97M
|
157K
$33.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.16M- 91.11% |
$202M - $225M
|
113K
$23.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.08M- 45.69% |
$534M - $596M
|
3.66M
$773M
|