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 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.7K+ 2.05% |
$468K - $523K
|
134K
$28M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.67KNew |
$463K - $516K
|
2.67K
$557K
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.65K+ 2.26% |
$460K - $513K
|
120K
$25.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.63K+ 1.08% |
$456K - $509K
|
246K
$51.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.55KNew |
$443K - $494K
|
2.55K
$533K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.52K+ 52.07% |
$437K - $488K
|
7.36K
$1.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.52KNew |
$437K - $487K
|
2.52K
$525K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2.51KNew |
$435K - $486K
|
2.51K
$524K
|
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
BUY
|
- |
2.49K+ 15.19% |
$432K - $483K
|
18.9K
$3.94M
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.47KNew |
$429K - $479K
|
2.47K
$516K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.45KNew |
$425K - $474K
|
2.45K
$511K
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
2.43KNew |
$422K - $471K
|
2.43K
$508K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.32K+ 2.79% |
$403K - $450K
|
85.6K
$17.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.31K+ 9.52% |
$402K - $448K
|
26.6K
$5.56M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.3K+ 6.73% |
$400K - $446K
|
36.5K
$7.63M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.3K+ 25.71% |
$398K - $445K
|
11.2K
$2.34M
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.28K+ 3.91% |
$395K - $441K
|
60.6K
$12.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$387K - $432K
|
2.23K
$465K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.2K+ 1.69% |
$382K - $426K
|
133K
$27.7M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.2K+ 5.61% |
$381K - $425K
|
41.3K
$8.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.17K+ 1.41% |
$376K - $420K
|
156K
$32.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.17KNew |
$376K - $420K
|
2.17K
$452K
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.14KNew |
$372K - $415K
|
2.14K
$448K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
2.12K+ 3.16% |
$368K - $411K
|
69.3K
$14.5M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.12KNew |
$368K - $411K
|
2.12K
$443K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.04K+ 1.92% |
$354K - $395K
|
108K
$22.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.03K+ 31.88% |
$353K - $394K
|
8.41K
$1.76M
|
|
|
Aug 05, 2022
Q4 2021
|
Gds Wealth Management
|
BUY
|
- |
2.03KNew |
$351K - $392K
|
2.03K
$423K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.98K+ 194.78% |
$343K - $383K
|
3K
$625K
|
|
|
Feb 02, 2022
Q4 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.97K+ 2.84% |
$342K - $382K
|
71.3K
$14.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.96KNew |
$340K - $379K
|
1.96K
$409K
|
|
|
Jan 20, 2022
Q4 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.95K+ 3.61% |
$338K - $377K
|
55.8K
$11.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
1.93K+ 1.32% |
$335K - $374K
|
148K
$30.9M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.92KNew |
$334K - $372K
|
1.92K
$401K
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
1.92KNew |
$333K - $371K
|
1.92K
$400K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.89KNew |
$329K - $367K
|
1.89K
$395K
|
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
1.89KNew |
$327K - $365K
|
1.89K
$394K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.88K+ 19.17% |
$327K - $365K
|
11.7K
$2.44M
|
|
|
Feb 10, 2022
Q4 2021
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.85KNew |
$322K - $359K
|
1.85K
$387K
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
1.84KNew |
$319K - $356K
|
1.84K
$384K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.8KNew |
$312K - $349K
|
1.8K
$376K
|
|
|
Feb 10, 2022
Q4 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1.79K+ 2.02% |
$311K - $347K
|
90.4K
$18.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.78KNew |
$308K - $344K
|
1.78K
$371K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.76K+ 4.02% |
$306K - $341K
|
45.6K
$9.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.58K+ 5.83% |
$275K - $307K
|
28.7K
$5.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.57K+ 64.14% |
$273K - $305K
|
4.03K
$841K
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.57KNew |
$273K - $305K
|
1.57K
$328K
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
1.56KNew |
$270K - $302K
|
1.56K
$325K
|
|
|
Aug 22, 2024
Q4 2021
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.53KNew |
$266K - $297K
|
1.53K
$320K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
1.52KNew |
$264K - $295K
|
1.52K
$318K
|