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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-200- 7.93% |
$39.2K - $45.9K
|
2.32K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
47.3KNew |
$9.28M - $10.9M
|
47.3K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-47- 3.45% |
$9.22K - $10.8K
|
1.31K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.6KNew |
$510K - $597K
|
2.6K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
50KNew |
$9.81M - $11.5M
|
50K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.1K+ 4238.4% |
$9.24M - $10.8M
|
48.2K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-38- 4.54% |
$7.45K - $8.72K
|
799
$197K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-683- 8.76% |
$134K - $157K
|
7.11K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-20- 11.76% |
$3.92K - $4.59K
|
150
$36.9K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.5K+ 31.25% |
$294K - $344K
|
6.3K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
PUT |
6.5KNew |
$1.27M - $1.49M
|
6.5K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.75KNew |
$344K - $402K
|
1.75K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
5.3KNew |
$1.04M - $1.22M
|
5.3K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
560+ 10.89% |
$110K - $129K
|
5.7K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-419- 52.9% |
$82.2K - $96.2K
|
373
$91.8K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
100KNew |
$19.6M - $22.9M
|
100K
$24.6M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3New |
$588 - $688
|
3
$738
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.64KNew |
$910K - $1.07M
|
4.64K
$1.14M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-128- 5.95% |
$25.1K - $29.4K
|
2.02K
$498K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
14New |
$2.75K - $3.21K
|
14
$3.44K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
5.1KNew |
$1M - $1.17M
|
5.1K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
38New |
$7.45K - $8.72K
|
38
$9.35K
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-43.7K- 93.85% |
$8.56M - $10M
|
2.86K
$705K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3+ 0.2% |
$588 - $688
|
1.51K
$372K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
28New |
$5.49K - $6.43K
|
28
$6.89K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10.5KNew |
$2.06M - $2.41M
|
10.5K
$2.59M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
11.4K+ 73.49% |
$2.24M - $2.62M
|
27K
$6.64M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$392 - $459
|
6.98K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4- 3.85% |
$784 - $918
|
100
$24.6K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.3KNew |
$255K - $299K
|
1.3K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-172- 56.95% |
$33.7K - $39.5K
|
130
$32K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11New |
$2.16K - $2.52K
|
11
$2.71K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
127New |
$24.9K - $29.1K
|
127
$31.3K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-176K- 75.84% |
$34.5M - $40.4M
|
56.1K
$13.8M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
1.23KNew |
$241K - $282K
|
1.23K
$303K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$2.16K - $2.52K
|
11
$2.71K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$1.77K - $2.07K
|
9
$2.21K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.3K- 37.99% |
$452K - $529K
|
3.76K
$925K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
26.1KNew |
$5.12M - $5.99M
|
26.1K
$6.42M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-232- 6.49% |
$45.5K - $53.2K
|
3.34K
$823K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
21New |
$4.12K - $4.82K
|
21
$5.17K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-185- 9.21% |
$36.3K - $42.5K
|
1.82K
$449K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
149New |
$29.2K - $34.2K
|
149
$36.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-463- 30.78% |
$90.8K - $106K
|
1.04K
$256K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
10.9K+ 42.94% |
$2.14M - $2.5M
|
36.3K
$8.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-332- 23.27% |
$65.1K - $76.2K
|
1.1K
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
77New |
$15.1K - $17.7K
|
77
$18.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-333- 15.96% |
$65.3K - $76.4K
|
1.75K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-336- 15.36% |
$65.9K - $77.1K
|
1.85K
$456K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
157+ 14.23% |
$30.8K - $36K
|
1.26K
$310K
|
|