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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-16- 50.0% |
$2.89K - $3.85K
|
16
$3.94K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-33- 0.45% |
$5.97K - $7.93K
|
7.33K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
981New |
$177K - $236K
|
981
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-143- 81.25% |
$25.9K - $34.4K
|
33
$8.12K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
3.27KNew |
$591K - $785K
|
3.27K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
228KNew |
$41.2M - $54.8M
|
228K
$56.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
53KNew |
$9.58M - $12.7M
|
53K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
50KNew |
$9.04M - $12M
|
50K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1New |
$181 - $240
|
1
$246
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
919+ 32.37% |
$166K - $221K
|
3.76K
$925K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
57New |
$10.3K - $13.7K
|
57
$14K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.3KNew |
$235K - $312K
|
1.3K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
CALL |
-100- 1.25% |
$18.1K - $24K
|
7.9K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.4K+ 97.73% |
$3.87M - $5.15M
|
43.3K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.34K- 98.89% |
$241K - $321K
|
15
$3.69K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.22KNew |
$401K - $532K
|
2.22K
$545K
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
38.5KNew |
$6.96M - $9.25M
|
38.5K
$9.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
225New |
$40.7K - $54.1K
|
225
$55.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ayal Capital Advisors LTD
Toronto, A6 |
BUY
|
PUT |
145KNew |
$26.2M - $34.8M
|
145K
$35.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
24New |
$4.34K - $5.77K
|
24
$5.91K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-93- 39.08% |
$16.8K - $22.3K
|
145
$35.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-18- 8.57% |
$3.26K - $4.33K
|
192
$47.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-16.3K- 40.38% |
$2.94M - $3.91M
|
24K
$5.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
17New |
$3.07K - $4.09K
|
17
$4.18K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
3.33KNew |
$602K - $800K
|
3.33K
$819K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
7.31KNew |
$1.32M - $1.76M
|
7.31K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-37- 1.24% |
$6.69K - $8.89K
|
2.94K
$724K
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
964New |
$174K - $232K
|
964
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.55K+ 45.85% |
$280K - $372K
|
4.92K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
6New |
$1.09K - $1.44K
|
6
$1.48K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-81- 5.56% |
$14.6K - $19.5K
|
1.38K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-358- 1.86% |
$64.7K - $86K
|
18.9K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
846+ 10.33% |
$153K - $203K
|
9.04K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.6KNew |
$4.45M - $5.91M
|
24.6K
$6.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-13- 13.83% |
$2.35K - $3.12K
|
81
$19.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-158- 9.74% |
$28.6K - $38K
|
1.46K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$543 - $721
|
3
$738
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.3KNew |
$416K - $553K
|
2.3K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-250- 6.9% |
$45.2K - $60.1K
|
3.37K
$830K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
8+ 32.0% |
$1.45K - $1.92K
|
33
$8.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
77New |
$13.9K - $18.5K
|
77
$18.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
592New |
$107K - $142K
|
592
$146K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.9K- 81.14% |
$2.15M - $2.86M
|
2.77K
$681K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-98- 8.1% |
$17.7K - $23.6K
|
1.11K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-611- 2.02% |
$110K - $147K
|
29.6K
$7.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 1.72% |
$18.1K - $24K
|
5.71K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-216- 38.16% |
$39.1K - $51.9K
|
350
$86.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.03KNew |
$186K - $248K
|
1.03K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
84+ 84.0% |
$15.2K - $20.2K
|
184
$45.3K
|
|