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 01, 2022
Q4 2021
|
Rollins Financial
|
SELL
|
- |
-49- 1.67% |
$8.5K - $9.49K
|
2.88K
$603K
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
SELL
|
- |
-50- 0.13% |
$8.68K - $9.69K
|
37.2K
$7.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-50- 45.45% |
$8.68K - $9.69K
|
60
$12.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-50- 0.11% |
$8.68K - $9.69K
|
45.9K
$9.62M
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
SELL
|
- |
-51Closed |
$8.85K - $9.88K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-53- 0.76% |
$9.2K - $10.3K
|
6.9K
$1.45M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-53- 0.62% |
$9.2K - $10.3K
|
8.43K
$1.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-55- 42.31% |
$9.55K - $10.7K
|
75
$15.7K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-56- 10.47% |
$9.72K - $10.9K
|
479
$100K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-59Closed |
$10.2K - $11.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-59- 0.99% |
$10.2K - $11.4K
|
5.9K
$1.24M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-60- 2.63% |
$10.4K - $11.6K
|
2.22K
$466K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-61- 0.12% |
$10.6K - $11.8K
|
49K
$10.3M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-61- 0.74% |
$10.6K - $11.8K
|
8.15K
$1.71M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-63- 2.24% |
$10.9K - $12.2K
|
2.75K
$576K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-64- 1.05% |
$11.1K - $12.4K
|
6.05K
$1.27M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-68- 0.08% |
$11.8K - $13.2K
|
81.9K
$17.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-71Closed |
$12.3K - $13.8K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-71- 2.18% |
$12.3K - $13.8K
|
3.18K
$667K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-74- 4.28% |
$12.8K - $14.3K
|
1.66K
$347K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-80- 3.84% |
$13.9K - $15.5K
|
2K
$420K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-81- 12.02% |
$14.1K - $15.7K
|
593
$124K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-86- 1.96% |
$14.9K - $16.7K
|
4.3K
$902K
|
|
|
Jan 20, 2022
Q4 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-86- 1.44% |
$14.9K - $16.7K
|
5.89K
$1.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-87- 3.43% |
$15.1K - $16.9K
|
2.45K
$513K
|
|
|
Feb 08, 2022
Q4 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-90- 3.47% |
$15.6K - $17.4K
|
2.51K
$525K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-90Closed |
$15.6K - $17.4K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-100- 0.94% |
$17.4K - $19.4K
|
10.5K
$2.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-100- 3.89% |
$17.4K - $19.4K
|
2.47K
$518K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-100- 66.67% |
$17.4K - $19.4K
|
50
$10.5K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-100- 7.03% |
$17.4K - $19.4K
|
1.32K
$277K
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-102- 4.9% |
$17.7K - $19.8K
|
1.98K
$415K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-105- 3.71% |
$18.2K - $20.3K
|
2.72K
$571K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-112- 7.48% |
$19.4K - $21.7K
|
1.39K
$291K
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-114- 2.39% |
$19.8K - $22.1K
|
4.65K
$975K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-115Closed |
$20K - $22.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-115- 0.67% |
$20K - $22.3K
|
17K
$3.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-116Closed |
$20.1K - $22.5K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-136- 0.6% |
$23.6K - $26.4K
|
22.7K
$4.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-140- 4.01% |
$24.3K - $27.1K
|
3.35K
$703K
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-142- 0.08% |
$24.6K - $27.5K
|
169K
$35.5M
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-146- 7.87% |
$25.3K - $28.3K
|
1.71K
$359K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
SELL
|
- |
-149- 4.03% |
$25.9K - $28.9K
|
3.54K
$743K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-150Closed |
$26K - $29.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-154- 2.16% |
$26.7K - $29.8K
|
6.97K
$1.46M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-154- 6.22% |
$26.7K - $29.8K
|
2.32K
$487K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-158- 2.07% |
$27.4K - $30.6K
|
7.47K
$1.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-160- 6.35% |
$27.8K - $31K
|
2.36K
$495K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-169Closed |
$29.3K - $32.7K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-176- 2.01% |
$30.5K - $34.1K
|
8.56K
$1.8M
|