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 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
171+ 2.28% |
$29.7K - $33.1K
|
7.67K
$1.62M
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
164+ 77.0% |
$28.5K - $31.8K
|
377
$79.6K
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
158+ 27.67% |
$27.4K - $30.6K
|
729
$154K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
157New |
$27.2K - $30.4K
|
157
$33.2K
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
156+ 7.62% |
$27.1K - $30.2K
|
2.2K
$466K
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
153+ 0.18% |
$26.6K - $29.6K
|
86.1K
$18.2M
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
151+ 100.67% |
$26.2K - $29.3K
|
301
$63.6K
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
150New |
$26K - $29.1K
|
150
$31.7K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
146New |
$25.3K - $28.3K
|
146
$30.8K
|
|
May 10, 2024
Q4 2021
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
135+ 2.1% |
$23.4K - $26.2K
|
6.56K
$1.38M
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
130New |
$22.6K - $25.2K
|
130
$27.5K
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
130+ 0.69% |
$22.6K - $25.2K
|
19.1K
$4.02M
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
121+ 1.65% |
$21K - $23.4K
|
7.43K
$1.57M
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
120+ 42.7% |
$20.8K - $23.3K
|
401
$84.7K
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
BUY
|
- |
109+ 4.3% |
$18.9K - $21.1K
|
2.65K
$559K
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
100New |
$17.4K - $19.4K
|
100
$21.1K
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
95+ 5.88% |
$16.5K - $18.4K
|
1.71K
$362K
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
91+ 0.48% |
$15.8K - $17.6K
|
19.1K
$4.03M
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
88+ 3.23% |
$15.3K - $17.1K
|
2.82K
$595K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
87+ 0.61% |
$15.1K - $16.9K
|
14.4K
$3.04M
|
|
Feb 14, 2022
Q4 2021
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
85+ 4.3% |
$14.8K - $16.5K
|
2.06K
$435K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
84+ 8.7% |
$14.6K - $16.3K
|
1.05K
$222K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
84+ 61.31% |
$14.6K - $16.3K
|
221
$46.7K
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
82+ 0.78% |
$14.2K - $15.9K
|
10.6K
$2.24M
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
80+ 0.1% |
$13.9K - $15.5K
|
80.7K
$17M
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
79+ 3.26% |
$13.7K - $15.3K
|
2.5K
$528K
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
70+ 1.43% |
$12.1K - $13.6K
|
4.95K
$1.05M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
66+ 12.99% |
$11.5K - $12.8K
|
574
$121K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
66New |
$11.5K - $12.8K
|
66
$13.9K
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
62+ 2.05% |
$10.8K - $12K
|
3.08K
$651K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
59New |
$10.2K - $11.4K
|
59
$12.5K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
56New |
$9.72K - $10.9K
|
56
$11.8K
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
53+ 0.71% |
$9.2K - $10.3K
|
7.52K
$1.59M
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50New |
$8.68K - $9.69K
|
50
$10.6K
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
50+ 1.27% |
$8.68K - $9.69K
|
3.98K
$841K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
49New |
$8.5K - $9.49K
|
49
$10.4K
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
49New |
$8.5K - $9.49K
|
49
$10.4K
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
46+ 4600.0% |
$7.98K - $8.91K
|
47
$9.93K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
44+ 275.0% |
$7.64K - $8.53K
|
60
$12.7K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
40+ 72.73% |
$6.94K - $7.75K
|
95
$20.1K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
40New |
$6.94K - $7.75K
|
40
$8.45K
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
33+ 0.25% |
$5.73K - $6.39K
|
13.1K
$2.76M
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
33+ 1.07% |
$5.73K - $6.39K
|
3.12K
$660K
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
33+ 0.16% |
$5.73K - $6.39K
|
20.6K
$4.35M
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
32+ 25.6% |
$5.55K - $6.2K
|
157
$33.2K
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
26+ 1.25% |
$4.51K - $5.04K
|
2.1K
$444K
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
25+ 65.79% |
$4.34K - $4.84K
|
63
$13.3K
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
22+ 0.31% |
$3.82K - $4.26K
|
7.1K
$1.5M
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22New |
$3.82K - $4.26K
|
22
$4.65K
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
20New |
$3.47K - $3.88K
|
20
$4.23K
|