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
|
Western Wealth Management, LLC
|
BUY
|
- |
692+ 3.14% |
$120K - $134K
|
22.7K
$4.75M
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
692+ 0.89% |
$120K - $134K
|
78.2K
$16.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
671+ 11.27% |
$116K - $130K
|
6.63K
$1.38M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
665+ 22.45% |
$115K - $129K
|
3.63K
$757K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
660+ 19.96% |
$115K - $128K
|
3.97K
$828K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
655+ 3.69% |
$114K - $127K
|
18.4K
$3.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
643+ 17.13% |
$112K - $125K
|
4.4K
$918K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
641New |
$111K - $124K
|
641
$134K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
631+ 27.76% |
$110K - $122K
|
2.9K
$606K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
621+ 3.54% |
$108K - $120K
|
18.2K
$3.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
616+ 2.74% |
$107K - $119K
|
23.1K
$4.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
609+ 1.23% |
$106K - $118K
|
50K
$10.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
597+ 26.02% |
$104K - $116K
|
2.89K
$604K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
587+ 0.82% |
$102K - $114K
|
72.1K
$15M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
583+ 0.84% |
$101K - $113K
|
70.2K
$14.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
577+ 0.99% |
$100K - $112K
|
58.7K
$12.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
567+ 7.68% |
$98.4K - $110K
|
7.95K
$1.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
553New |
$96K - $107K
|
553
$115K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
525+ 5.1% |
$91.1K - $102K
|
10.8K
$2.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
522+ 0.59% |
$90.6K - $101K
|
89.6K
$18.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
517+ 23.28% |
$89.7K - $100K
|
2.74K
$572K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
480New |
$83.3K - $93K
|
480
$100K
|
|
|
Jan 14, 2022
Q4 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
477+ 0.73% |
$82.8K - $92.4K
|
65.9K
$13.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Regent Investment Management LLC
|
BUY
|
- |
453+ 19.48% |
$78.6K - $87.8K
|
2.78K
$580K
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
450+ 1.96% |
$78.1K - $87.2K
|
23.4K
$4.89M
|
|
|
Jan 18, 2022
Q4 2021
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
426+ 3.47% |
$73.9K - $82.5K
|
12.7K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
412+ 0.75% |
$71.5K - $79.8K
|
55.2K
$11.5M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
394New |
$68.4K - $76.3K
|
394
$82.3K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
392+ 286.13% |
$68K - $76K
|
529
$110K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
390New |
$67.7K - $75.6K
|
390
$81.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
378+ 8.32% |
$65.6K - $73.2K
|
4.92K
$1.03M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
370New |
$64.2K - $71.7K
|
370
$77.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
308+ 12.43% |
$53.5K - $59.7K
|
2.79K
$582K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
304+ 1.6% |
$52.8K - $58.9K
|
19.3K
$4.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
300New |
$52.1K - $58.1K
|
300
$62.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
285New |
$49.5K - $55.2K
|
285
$59.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
269+ 23.01% |
$46.7K - $52.1K
|
1.44K
$300K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
264+ 1.28% |
$45.8K - $51.2K
|
20.8K
$4.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
256+ 0.59% |
$44.4K - $49.6K
|
43.8K
$9.15M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
225+ 6.09% |
$39.1K - $43.6K
|
3.92K
$819K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
224+ 4.61% |
$38.9K - $43.4K
|
5.08K
$1.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
219+ 30.72% |
$38K - $42.4K
|
932
$195K
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
210+ 0.79% |
$36.4K - $40.7K
|
26.7K
$5.57M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
209+ 11.19% |
$36.3K - $40.5K
|
2.08K
$434K
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
202+ 15.34% |
$35.1K - $39.1K
|
1.52K
$317K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
200New |
$34.7K - $38.8K
|
200
$41.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
200+ 22.37% |
$34.7K - $38.8K
|
1.09K
$228K
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
189+ 9.23% |
$32.8K - $36.6K
|
2.24K
$467K
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
186+ 1.31% |
$32.3K - $36K
|
14.4K
$3M
|
|
|
Jan 12, 2022
Q4 2021
|
Eagle Capital Management, LLC
|
BUY
|
- |
172+ 3.93% |
$29.9K - $33.3K
|
4.55K
$950K
|