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
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-61- 0.3% |
$10.6K - $12.1K
|
20.3K
$4.61M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.36KNew |
$235K - $269K
|
1.36K
$309K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-40- 2.6% |
$6.94K - $7.95K
|
1.5K
$341K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.24KNew |
$1.6M - $1.84M
|
9.24K
$2.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-7- 46.67% |
$1.22K - $1.39K
|
8
$1.82K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.55K- 99.5% |
$1.14M - $1.3M
|
33
$7.51K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
436+ 315.94% |
$75.7K - $86.7K
|
574
$131K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 16.0% |
$694 - $795
|
29
$6.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-235K- 96.95% |
$40.7M - $46.6M
|
7.38K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
33.7KNew |
$5.85M - $6.7M
|
33.7K
$7.67M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
160KNew |
$27.7M - $31.7M
|
160K
$36.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
38New |
$6.6K - $7.55K
|
38
$8.65K
|
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.44K- 6.55% |
$250K - $286K
|
20.5K
$4.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.03% |
$174 - $199
|
3.35K
$764K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.41KNew |
$244K - $280K
|
1.41K
$320K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
168New |
$29.2K - $33.4K
|
168
$38.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2+ 0.06% |
$347 - $398
|
3.49K
$794K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.35K+ 14.43% |
$581K - $665K
|
26.5K
$6.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
82New |
$14.2K - $16.3K
|
82
$18.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-55- 24.44% |
$9.55K - $10.9K
|
170
$38.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
171New |
$29.7K - $34K
|
171
$38.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.09KNew |
$536K - $614K
|
3.09K
$703K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.3K- 17.96% |
$226K - $258K
|
5.94K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.91KNew |
$331K - $379K
|
1.91K
$434K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-71.4K- 4.52% |
$12.4M - $14.2M
|
1.51M
$343M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-75- 5.56% |
$13K - $14.9K
|
1.27K
$290K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-664- 15.19% |
$115K - $132K
|
3.71K
$844K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.84K- 55.0% |
$493K - $565K
|
2.32K
$529K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.26K+ 407.5% |
$566K - $648K
|
4.06K
$925K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
19New |
$3.3K - $3.78K
|
19
$4.33K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6New |
$1.04K - $1.19K
|
6
$1.37K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
102New |
$17.7K - $20.3K
|
102
$23.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-474- 18.58% |
$82.3K - $94.2K
|
2.08K
$473K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.76K+ 143.21% |
$306K - $350K
|
2.99K
$681K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
263New |
$45.7K - $52.3K
|
263
$59.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.04KNew |
$181K - $207K
|
1.04K
$238K
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$347 - $398
|
3.49K
$794K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-19- 41.3% |
$3.3K - $3.78K
|
27
$6.15K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-695- 41.84% |
$121K - $138K
|
966
$220K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.12KNew |
$1.06M - $1.22M
|
6.12K
$1.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
248New |
$43K - $49.3K
|
248
$56.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21New |
$3.65K - $4.17K
|
21
$4.78K
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$181K - $208K
|
1.05K
$238K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9New |
$1.56K - $1.79K
|
9
$2.05K
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
15.1KNew |
$2.62M - $3M
|
15.1K
$3.43M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-10- 0.05% |
$1.74K - $1.99K
|
20.5K
$4.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-35- 2.88% |
$6.08K - $6.96K
|
1.18K
$269K
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
186+ 2.86% |
$32.3K - $37K
|
6.69K
$1.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.15KNew |
$200K - $229K
|
1.15K
$263K
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.07KNew |
$186K - $213K
|
1.07K
$244K
|