Latest Institutional Transactions on Ishares Msci Usa Momentum Fact (MTUM)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Momentum Fact (MTUM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.39K+ 42.49% |
$884K - $955K
|
14.7K
$3.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
454+ 49.51% |
$91.4K - $98.7K
|
1.37K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
758K+ 204.83% |
$153M - $165M
|
1.13M
$254M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-171- 2.25% |
$34.4K - $37.2K
|
7.41K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22.7K+ 747.26% |
$4.56M - $4.93M
|
25.7K
$5.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-132- 4.78% |
$26.6K - $28.7K
|
2.63K
$593K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
459+ 3.58% |
$92.4K - $99.8K
|
13.3K
$2.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10.9K+ 25.04% |
$2.2M - $2.38M
|
54.7K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.02KNew |
$205K - $221K
|
1.02K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-371- 1.45% |
$74.7K - $80.7K
|
25.2K
$5.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
1.17KNew |
$236K - $254K
|
1.17K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9- 0.86% |
$1.81K - $1.96K
|
1.03K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
498K+ 196.93% |
$100M - $108M
|
751K
$169M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
PUT |
30KNew |
$6.04M - $6.52M
|
30K
$6.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.4K+ 445.65% |
$3.7M - $4M
|
22.5K
$5.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
77+ 855.56% |
$15.5K - $16.7K
|
86
$19.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$201 - $217
|
7.94K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
44K+ 79.58% |
$8.86M - $9.57M
|
99.3K
$22.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-166- 1.37% |
$33.4K - $36.1K
|
11.9K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
3.64KNew |
$734K - $792K
|
3.64K
$822K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50New |
$10.1K - $10.9K
|
50
$11.3K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.36K+ 68.6% |
$1.08M - $1.17M
|
13.2K
$2.97M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-28- 1.77% |
$5.64K - $6.09K
|
1.56K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.8KNew |
$1.17M - $1.26M
|
5.8K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.4KNew |
$282K - $305K
|
1.4K
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
7+ 0.35% |
$1.41K - $1.52K
|
2.03K
$459K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-23- 0.35% |
$4.63K - $5K
|
6.5K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.57K- 13.08% |
$920K - $993K
|
30.4K
$6.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
518+ 2.29% |
$104K - $113K
|
23.1K
$5.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24+ 13.79% |
$4.83K - $5.22K
|
198
$44.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
21.2KNew |
$4.26M - $4.6M
|
21.2K
$4.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.94K+ 63.79% |
$994K - $1.07M
|
12.7K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.81KNew |
$364K - $393K
|
1.81K
$408K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
826+ 53.19% |
$166K - $180K
|
2.38K
$536K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.84K- 14.3% |
$774K - $836K
|
23K
$5.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.76K+ 1.73% |
$756K - $816K
|
221K
$49.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-157- 14.78% |
$31.6K - $34.1K
|
905
$204K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
77.7K+ 63.87% |
$15.6M - $16.9M
|
199K
$44.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.92KNew |
$387K - $418K
|
1.92K
$434K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8KNew |
$2.18M - $2.35M
|
10.8K
$2.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.81K- 3.37% |
$565K - $610K
|
80.4K
$18.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.16KNew |
$1.24M - $1.34M
|
6.16K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
792New |
$159K - $172K
|
792
$179K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
2.42KNew |
$488K - $527K
|
2.42K
$547K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
94New |
$18.9K - $20.4K
|
94
$21.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.03K+ 179.75% |
$1.01M - $1.09M
|
7.83K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
306+ 22.21% |
$61.6K - $66.5K
|
1.68K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
5.68K+ 137.14% |
$1.14M - $1.23M
|
9.82K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
919K+ 420.7% |
$185M - $200M
|
1.14M
$256M
|