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 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
6.39KNew |
$1.11M - $1.24M
|
6.39K
$1.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.29KNew |
$1.09M - $1.22M
|
6.29K
$1.32M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.2K+ 112.92% |
$1.08M - $1.2M
|
11.7K
$2.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.16K+ 6.68% |
$1.07M - $1.19M
|
98.3K
$20.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.55K+ 0.97% |
$963K - $1.07M
|
578K
$121M
|
|
|
Feb 11, 2022
Q4 2021
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.53KNew |
$959K - $1.07M
|
5.53K
$1.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.29K+ 3.01% |
$919K - $1.03M
|
181K
$38M
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
BUY
|
- |
5.05KNew |
$877K - $979K
|
5.05K
$1.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
5.05K+ 7.61% |
$876K - $978K
|
71.4K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
4.87KNew |
$845K - $943K
|
4.87K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.76KNew |
$826K - $922K
|
4.76K
$998K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.72K+ 161.95% |
$820K - $915K
|
7.64K
$1.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.64KNew |
$805K - $899K
|
4.64K
$973K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.38K+ 9.12% |
$760K - $848K
|
52.4K
$11M
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.23K+ 0.72% |
$734K - $820K
|
592K
$124M
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.11K+ 154.69% |
$713K - $796K
|
6.77K
$1.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.99K+ 3.24% |
$693K - $773K
|
127K
$26.6M
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.92K+ 0.99% |
$680K - $759K
|
400K
$83.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.91K+ 3.52% |
$679K - $758K
|
115K
$24.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.88K+ 4.01% |
$673K - $752K
|
101K
$21.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
3.8K+ 120.09% |
$659K - $735K
|
6.96K
$1.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.78KNew |
$656K - $732K
|
3.78K
$792K
|
|
|
May 16, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
3.73K+ 14.46% |
$648K - $723K
|
29.5K
$6.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.71K+ 5.72% |
$643K - $718K
|
68.5K
$14.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3.69KNew |
$640K - $715K
|
3.69K
$774K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
3.67K+ 279.77% |
$636K - $710K
|
4.98K
$1.04M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.57K+ 39.48% |
$620K - $692K
|
12.6K
$2.65M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.38K+ 3.75% |
$586K - $654K
|
93.4K
$19.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.38K+ 1.32% |
$586K - $654K
|
260K
$54.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.33K+ 3.07% |
$578K - $645K
|
112K
$23.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.26KNew |
$566K - $631K
|
3.26K
$684K
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
3.25KNew |
$564K - $629K
|
3.25K
$681K
|
|
|
Feb 11, 2022
Q4 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
3.14K+ 4.35% |
$546K - $609K
|
75.4K
$15.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
3.12KNew |
$541K - $604K
|
3.12K
$654K
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
3.11KNew |
$539K - $602K
|
3.11K
$651K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.1KNew |
$538K - $601K
|
3.1K
$650K
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.07K+ 6.66% |
$533K - $595K
|
49.2K
$10.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.04KNew |
$527K - $588K
|
3.04K
$637K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.01K+ 18.84% |
$522K - $583K
|
19K
$3.98M
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
2.97KNew |
$516K - $576K
|
2.97K
$624K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
2.93KNew |
$508K - $567K
|
2.93K
$613K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.87KNew |
$498K - $555K
|
2.87K
$601K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.87K+ 258.57% |
$497K - $555K
|
3.97K
$833K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.77K+ 8.61% |
$481K - $537K
|
35K
$7.34M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
2.74KNew |
$476K - $531K
|
2.74K
$575K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.74KNew |
$475K - $531K
|
2.74K
$574K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.74K+ 2.86% |
$475K - $530K
|
98.6K
$20.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
2.72K+ 11.64% |
$472K - $527K
|
26.1K
$5.47M
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
2.7K+ 2.97% |
$469K - $524K
|
93.6K
$19.6M
|
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
2.7K+ 3.86% |
$468K - $523K
|
72.6K
$15.2M
|