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 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
1.46K+ 17.16% |
$253K - $282K
|
9.95K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
1.45KNew |
$252K - $281K
|
1.45K
$304K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
1.42K+ 3.77% |
$247K - $276K
|
39.1K
$8.21M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 4.14% |
$247K - $276K
|
35.8K
$7.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.4K+ 21.86% |
$243K - $271K
|
7.79K
$1.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.39KNew |
$240K - $268K
|
1.39K
$290K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
1.35K+ 22.65% |
$234K - $262K
|
7.31K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.31KNew |
$228K - $254K
|
1.31K
$275K
|
|
|
Jan 27, 2022
Q4 2021
|
Nkcfo LLC
|
BUY
|
- |
1.3KNew |
$226K - $252K
|
1.3K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.29K+ 6.73% |
$225K - $251K
|
20.5K
$4.31M
|
|
|
Jan 20, 2022
Q4 2021
|
Tkg Advisors, LLC
|
BUY
|
- |
1.27KNew |
$221K - $246K
|
1.27K
$267K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
1.25K+ 9.07% |
$217K - $242K
|
15K
$3.15M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.25KNew |
$216K - $241K
|
1.25K
$261K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
1.21KNew |
$210K - $234K
|
1.21K
$254K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.2K+ 0.89% |
$209K - $233K
|
136K
$28.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
1.2KNew |
$208K - $233K
|
1.2K
$252K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.19KNew |
$207K - $231K
|
1.19K
$250K
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.15K+ 40.27% |
$200K - $223K
|
4.02K
$842K
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
1.15K+ 2.55% |
$200K - $223K
|
46.3K
$9.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.13KNew |
$196K - $219K
|
1.13K
$237K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
1.13K+ 7.0% |
$196K - $218K
|
17.2K
$3.61M
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.12KNew |
$194K - $217K
|
1.12K
$234K
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.11KNew |
$193K - $216K
|
1.11K
$233K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.11K+ 2.18% |
$193K - $215K
|
52K
$10.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Del Sette Capital Management, LLC
|
BUY
|
- |
1.11KNew |
$192K - $214K
|
1.11K
$232K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.1KNew |
$192K - $214K
|
1.1K
$232K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.08K+ 115.47% |
$188K - $210K
|
2.02K
$423K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.04K+ 1.92% |
$180K - $201K
|
54.9K
$11.5M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.03KNew |
$178K - $199K
|
1.03K
$215K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
1.02K+ 40.02% |
$176K - $197K
|
3.55K
$745K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
1K+ 55.56% |
$174K - $194K
|
2.8K
$587K
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
992+ 1.34% |
$172K - $192K
|
75.3K
$15.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
982+ 2.51% |
$170K - $190K
|
40.1K
$8.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
978+ 24.61% |
$170K - $189K
|
4.95K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
946+ 4.28% |
$164K - $183K
|
23K
$4.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
934+ 7.42% |
$162K - $181K
|
13.5K
$2.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
907+ 5.39% |
$157K - $176K
|
17.7K
$3.72M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
892+ 4.48% |
$155K - $173K
|
20.8K
$4.36M
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
845+ 60.79% |
$147K - $164K
|
2.24K
$469K
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
842+ 19.8% |
$146K - $163K
|
5.1K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
838+ 56.32% |
$145K - $162K
|
2.33K
$488K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
814+ 4.36% |
$141K - $158K
|
19.5K
$4.09M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
806New |
$140K - $156K
|
806
$169K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
785+ 5.44% |
$136K - $152K
|
15.2K
$3.19M
|
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
BUY
|
- |
777+ 7.67% |
$135K - $151K
|
10.9K
$2.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
764+ 22.61% |
$133K - $148K
|
4.14K
$869K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
763+ 2.01% |
$132K - $148K
|
38.7K
$8.11M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
708+ 3540.0% |
$123K - $137K
|
728
$153K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
705New |
$122K - $137K
|
705
$148K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
696+ 11.16% |
$121K - $135K
|
6.93K
$1.45M
|