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
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
19New |
$3.3K - $3.68K
|
19
$3.99K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
19New |
$3.3K - $3.68K
|
19
$3.99K
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
18+ 1.08% |
$3.12K - $3.49K
|
1.69K
$354K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13+ 0.15% |
$2.26K - $2.52K
|
8.82K
$1.85M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
12+ 16.0% |
$2.08K - $2.33K
|
87
$18.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
10New |
$1.74K - $1.94K
|
10
$2.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
8+ 17.39% |
$1.39K - $1.55K
|
54
$11.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.51% |
$1.21K - $1.36K
|
1.37K
$287K
|
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
6+ 0.27% |
$1.04K - $1.16K
|
2.21K
$462K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6New |
$1.04K - $1.16K
|
6
$1.26K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
5+ 0.41% |
$868 - $969
|
1.23K
$258K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
5+ 0.25% |
$868 - $969
|
1.97K
$413K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.24% |
$694 - $775
|
1.68K
$353K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4New |
$694 - $775
|
4
$839
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
4+ 0.31% |
$694 - $775
|
1.28K
$269K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
3+ 0.37% |
$521 - $581
|
808
$169K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2+ 200.0% |
$347 - $388
|
3
$629
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
BUY
|
- |
2+ 0.08% |
$347 - $388
|
2.57K
$538K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.17% |
$174 - $194
|
593
$124K
|
|
|
Feb 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$174 - $194
|
2.64K
$554K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1+ 20.0% |
$174 - $194
|
6
$1.26K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.75% |
$174 - $194
|
134
$28.1K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$174 - $194
|
66.9K
$14M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$347 - $388
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-2- 1.56% |
$347 - $388
|
126
$26.4K
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-3Closed |
$521 - $581
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-6- 0.03% |
$1.04K - $1.16K
|
17.6K
$3.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-9- 0.41% |
$1.56K - $1.74K
|
2.21K
$463K
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-10Closed |
$1.74K - $1.94K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-13- 1.05% |
$2.26K - $2.52K
|
1.22K
$256K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-14- 1.13% |
$2.43K - $2.71K
|
1.23K
$257K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-15- 1.11% |
$2.6K - $2.91K
|
1.34K
$280K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-16Closed |
$2.78K - $3.1K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-17- 0.31% |
$2.95K - $3.29K
|
5.51K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-18- 0.49% |
$3.12K - $3.49K
|
3.68K
$772K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-20Closed |
$3.47K - $3.88K
|
0
$0
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21- 70.0% |
$3.64K - $4.07K
|
9
$1.89K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-21- 4.76% |
$3.64K - $4.07K
|
420
$88.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-30- 1.34% |
$5.21K - $5.81K
|
2.21K
$464K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-30- 47.62% |
$5.21K - $5.81K
|
33
$6.92K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
SELL
|
- |
-31- 2.25% |
$5.38K - $6.01K
|
1.35K
$283K
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-32- 0.34% |
$5.55K - $6.2K
|
9.25K
$1.94M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-32- 17.39% |
$5.55K - $6.2K
|
152
$31.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-32- 6.53% |
$5.55K - $6.2K
|
458
$96.1K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-36- 2.04% |
$6.25K - $6.98K
|
1.73K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-40- 3.0% |
$6.94K - $7.75K
|
1.29K
$271K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-42- 38.53% |
$7.29K - $8.14K
|
67
$14.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-43Closed |
$7.46K - $8.33K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-45- 2.23% |
$7.81K - $8.72K
|
1.98K
$414K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-47- 0.31% |
$8.16K - $9.11K
|
15.3K
$3.22M
|