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 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.5KNew |
$3.04M - $3.4M
|
17.5K
$3.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
17.5KNew |
$3.03M - $3.38M
|
17.5K
$3.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.6KNew |
$2.89M - $3.23M
|
16.6K
$3.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
16.3KNew |
$2.84M - $3.17M
|
16.3K
$3.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15.9K+ 25.54% |
$2.77M - $3.09M
|
78.3K
$16.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
15.5KNew |
$2.69M - $3.01M
|
15.5K
$3.28M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
15.2KNew |
$2.63M - $2.94M
|
15.2K
$3.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
14.9KNew |
$2.59M - $2.89M
|
14.9K
$3.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.7K+ 4.79% |
$2.55M - $2.85M
|
322K
$67.9M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
14.3KNew |
$2.47M - $2.76M
|
14.3K
$3.01M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.2K+ 416.43% |
$2.47M - $2.76M
|
17.7K
$3.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.2K+ 416.43% |
$2.47M - $2.76M
|
17.7K
$3.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.1K+ 4.56% |
$2.44M - $2.73M
|
323K
$68.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
13.8KNew |
$2.39M - $2.67M
|
13.8K
$2.91M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
12.6K+ 7.11% |
$2.18M - $2.44M
|
189K
$40M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.5K+ 1.79% |
$2.17M - $2.42M
|
709K
$150M
|
|
|
Feb 11, 2022
Q4 2021
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
10.6KNew |
$1.84M - $2.05M
|
10.6K
$2.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.4K+ 11.62% |
$1.81M - $2.02M
|
100K
$21.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
10.4K+ 5.74% |
$1.8M - $2.01M
|
191K
$40.3M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10.3KNew |
$1.78M - $1.99M
|
10.3K
$2.17M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10K+ 2.98% |
$1.74M - $1.94M
|
346K
$73.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.98KNew |
$1.73M - $1.93M
|
9.98K
$2.11M
|
|
|
Feb 04, 2022
Q4 2021
|
Barden Capital Management, Inc.
|
BUY
|
- |
9.97KNew |
$1.73M - $1.93M
|
9.97K
$2.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.55K+ 40.3% |
$1.66M - $1.85M
|
33.2K
$7.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
9.1K+ 85.19% |
$1.58M - $1.76M
|
19.8K
$4.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9KNew |
$1.56M - $1.74M
|
9K
$1.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Newfound Research LLC
|
BUY
|
- |
8.85K+ 30.51% |
$1.54M - $1.71M
|
37.9K
$8M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.78K+ 15.93% |
$1.52M - $1.7M
|
63.9K
$13.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.66KNew |
$1.5M - $1.68M
|
8.66K
$1.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.64K+ 57.43% |
$1.5M - $1.67M
|
23.7K
$5.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.26K+ 31.04% |
$1.43M - $1.6M
|
34.9K
$7.37M
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
8.23K+ 1.7% |
$1.43M - $1.59M
|
493K
$104M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.11K+ 591.18% |
$1.41M - $1.57M
|
9.48K
$2M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
7.9K+ 75.23% |
$1.37M - $1.53M
|
18.4K
$3.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.88K+ 0.63% |
$1.37M - $1.53M
|
1.26M
$265M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
7.36KNew |
$1.28M - $1.43M
|
7.36K
$1.55M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.32K+ 181.32% |
$1.27M - $1.42M
|
11.4K
$2.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
7.25K+ 600.0% |
$1.26M - $1.41M
|
8.46K
$1.79M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.12K+ 17.58% |
$1.24M - $1.38M
|
47.6K
$10.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
7.04K+ 3.96% |
$1.22M - $1.36M
|
185K
$39.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.93K+ 415.85% |
$1.2M - $1.34M
|
8.59K
$1.82M
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
6.91K+ 0.42% |
$1.2M - $1.34M
|
1.65M
$349M
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
6.9K+ 11.12% |
$1.2M - $1.34M
|
68.9K
$14.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
6.86KNew |
$1.19M - $1.33M
|
6.86K
$1.45M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.84KNew |
$1.19M - $1.32M
|
6.84K
$1.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
6.83KNew |
$1.19M - $1.32M
|
6.83K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.73K+ 8.52% |
$1.17M - $1.3M
|
85.7K
$18.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Act Advisors, Llc.
|
BUY
|
- |
6.62K+ 3.51% |
$1.15M - $1.28M
|
195K
$41.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.57KNew |
$1.14M - $1.27M
|
6.57K
$1.39M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
6.4KNew |
$1.11M - $1.24M
|
6.4K
$1.35M
|