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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.14K- 5.37% |
$1.08M - $1.25M
|
108K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 9.09% |
$17.5K - $20.3K
|
1K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-9.77K- 88.42% |
$1.71M - $1.99M
|
1.28K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.68K- 11.29% |
$295K - $342K
|
13.2K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-518- 28.17% |
$90.9K - $105K
|
1.32K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
467New |
$81.9K - $94.9K
|
467
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
930+ 44.69% |
$163K - $189K
|
3.01K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
148KNew |
$25.9M - $30M
|
148K
$33.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
248+ 70.45% |
$43.5K - $50.4K
|
600
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
15.4KNew |
$2.71M - $3.14M
|
15.4K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
101New |
$17.7K - $20.5K
|
101
$22.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38+ 4.76% |
$6.67K - $7.73K
|
837
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6.87K- 33.01% |
$1.21M - $1.4M
|
13.9K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
77New |
$13.5K - $15.7K
|
77
$17.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-587- 17.91% |
$103K - $119K
|
2.69K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
6.37K+ 42.02% |
$1.12M - $1.3M
|
21.5K
$4.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.09% |
$175 - $203
|
1.05K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
127New |
$22.3K - $25.8K
|
127
$28.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.24KNew |
$218K - $253K
|
1.24K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-38- 2.41% |
$6.67K - $7.73K
|
1.54K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.83K- 64.7% |
$322K - $373K
|
1K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.33K+ 208.31% |
$585K - $678K
|
4.93K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.37K- 4.4% |
$592K - $686K
|
73.3K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-160- 6.96% |
$28.1K - $32.5K
|
2.14K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2- 0.94% |
$351 - $407
|
210
$47.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
102+ 1.22% |
$17.9K - $20.7K
|
8.43K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-993- 12.86% |
$174K - $202K
|
6.73K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
16+ 0.87% |
$2.81K - $3.25K
|
1.86K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
41+ 1.07% |
$7.19K - $8.34K
|
3.87K
$872K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.9K- 11.98% |
$3.66M - $4.24M
|
153K
$34.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.99K+ 142.51% |
$349K - $404K
|
3.38K
$763K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
928+ 38.68% |
$163K - $189K
|
3.33K
$750K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
394+ 14.57% |
$69.1K - $80.1K
|
3.1K
$699K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-403- 6.0% |
$70.7K - $81.9K
|
6.32K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
14New |
$2.46K - $2.85K
|
14
$3.16K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28.3K- 26.38% |
$4.96M - $5.75M
|
78.9K
$17.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
365K+ 4.84% |
$64.1M - $74.3M
|
7.92M
$1.79B
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1- 0.07% |
$175 - $203
|
1.37K
$308K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1+ 0.04% |
$175 - $203
|
2.48K
$559K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.54K+ 8.8% |
$270K - $313K
|
19K
$4.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
421+ 12.44% |
$73.9K - $85.6K
|
3.81K
$858K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.24KNew |
$218K - $252K
|
1.24K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.92K+ 26.73% |
$1.39M - $1.61M
|
37.5K
$8.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-100- 6.79% |
$17.5K - $20.3K
|
1.37K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-311- 2.64% |
$54.6K - $63.2K
|
11.5K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.54KNew |
$1.15M - $1.33M
|
6.54K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-443- 25.56% |
$77.7K - $90.1K
|
1.29K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
149+ 3.09% |
$26.1K - $30.3K
|
4.98K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
170KNew |
$29.8M - $34.6M
|
170K
$38.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.12KNew |
$196K - $227K
|
1.12K
$252K
|