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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-10- 0.56% |
$1.96K - $2.29K
|
1.78K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1+ 1.12% |
$196 - $229
|
90
$22.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
523New |
$103K - $120K
|
523
$129K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.86K+ 246525.0% |
$1.93M - $2.26M
|
9.87K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13New |
$2.55K - $2.98K
|
13
$3.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 35.59% |
$4.12K - $4.82K
|
38
$9.35K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
67+ 3.86% |
$13.1K - $15.4K
|
1.8K
$443K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-505- 30.89% |
$99K - $116K
|
1.13K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
15.8KNew |
$3.09M - $3.62M
|
15.8K
$3.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$361K - $423K
|
1.84K
$453K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$245K - $287K
|
1.25K
$308K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
161New |
$31.6K - $36.9K
|
161
$39.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-178- 12.31% |
$34.9K - $40.8K
|
1.27K
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6KNew |
$1.18M - $1.38M
|
6K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-333- 22.21% |
$65.3K - $76.4K
|
1.17K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-50- 16.67% |
$9.81K - $11.5K
|
250
$61.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2+ 0.15% |
$392 - $459
|
1.33K
$327K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.06KNew |
$208K - $243K
|
1.06K
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-110- 4.15% |
$21.6K - $25.2K
|
2.54K
$625K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18New |
$3.53K - $4.13K
|
18
$4.43K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-156- 27.96% |
$30.6K - $35.8K
|
402
$98.9K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-164- 2.81% |
$32.2K - $37.6K
|
5.67K
$1.39M
|
|
| Q4 2024 | |||||||
|
Aug 18, 2025
Q4 2024
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
500KNew |
$101M - $109M
|
500K
$123M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.12KNew |
$225K - $243K
|
1.12K
$275K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
142New |
$28.6K - $30.9K
|
142
$34.9K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.07KNew |
$215K - $232K
|
1.07K
$263K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.62KNew |
$930K - $1M
|
4.62K
$1.14M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
851New |
$171K - $185K
|
851
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
150KNew |
$30.2M - $32.6M
|
150K
$36.9M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
323New |
$65K - $70.2K
|
323
$79.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
7New |
$1.41K - $1.52K
|
7
$1.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.84KNew |
$975K - $1.05M
|
4.84K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
PUT |
200KNew |
$40.3M - $43.5M
|
200K
$49.2M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
8.75K+ 329.7% |
$1.76M - $1.9M
|
11.4K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
37.5KNew |
$7.55M - $8.15M
|
37.5K
$9.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.06K+ 86.29% |
$817K - $883K
|
8.77K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5.95K- 59.84% |
$1.2M - $1.29M
|
4K
$983K
|
|
|
Feb 14, 2025
Q4 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
50KNew |
$10.1M - $10.9M
|
50K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-75- 5.68% |
$15.1K - $16.3K
|
1.25K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
41.2K+ 232.97% |
$8.29M - $8.95M
|
58.9K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.26KNew |
$253K - $273K
|
1.26K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
75KNew |
$15.1M - $16.3M
|
75K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
133+ 4.41% |
$26.8K - $28.9K
|
3.15K
$775K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-54- 65.85% |
$10.9K - $11.7K
|
28
$6.89K
|
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
30KNew |
$6.04M - $6.52M
|
30K
$7.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Hidden Lake Asset Management LP
New York, NY |
BUY
|
PUT |
110KNew |
$22.1M - $23.9M
|
110K
$27.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.26KNew |
$254K - $275K
|
1.26K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.4KNew |
$2.9M - $3.13M
|
14.4K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
170New |
$34.2K - $37K
|
170
$41.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
44+ 4.4% |
$8.86K - $9.57K
|
1.04K
$257K
|
|