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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
399+ 162.2% |
$80.3K - $86.8K
|
645
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4New |
$805 - $870
|
4
$984
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-75- 3.03% |
$15.1K - $16.3K
|
2.4K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
9.69KNew |
$1.95M - $2.11M
|
9.69K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.04KNew |
$209K - $226K
|
1.04K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.83KNew |
$368K - $397K
|
1.83K
$449K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
PUT |
30KNew |
$6.04M - $6.52M
|
30K
$7.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
3.64KNew |
$734K - $792K
|
3.64K
$897K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.4KNew |
$282K - $305K
|
1.4K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
826+ 53.19% |
$166K - $180K
|
2.38K
$585K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 1.12% |
$2.01K - $2.17K
|
883
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.03K+ 179.75% |
$1.01M - $1.09M
|
7.83K
$1.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
5.68K+ 137.14% |
$1.14M - $1.23M
|
9.82K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
101KNew |
$20.2M - $21.9M
|
101K
$24.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-98- 7.66% |
$19.7K - $21.3K
|
1.18K
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
1.64KNew |
$331K - $357K
|
1.64K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
115New |
$23.2K - $25K
|
115
$28.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7.19KNew |
$1.45M - $1.56M
|
7.19K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
315KNew |
$63.4M - $68.5M
|
315K
$77.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$3.25M - $3.51M
|
16.1K
$3.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.03K- 8.12% |
$1.01M - $1.09M
|
57K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-60- 19.35% |
$12.1K - $13K
|
250
$61.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.75KNew |
$1.76M - $1.9M
|
8.75K
$2.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$805 - $870
|
4
$984
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
1.03KNew |
$208K - $224K
|
1.03K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
150New |
$30.2K - $32.6K
|
150
$36.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.25KNew |
$252K - $272K
|
1.25K
$308K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-234- 27.3% |
$47.1K - $50.9K
|
623
$153K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
120New |
$24.2K - $26.1K
|
120
$29.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.63KNew |
$530K - $573K
|
2.63K
$648K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
120+ 59.41% |
$24.2K - $26.1K
|
322
$79.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.92KNew |
$387K - $418K
|
1.92K
$473K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.6K- 75.69% |
$322K - $348K
|
514
$126K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1KNew |
$202K - $218K
|
1K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.59KNew |
$320K - $346K
|
1.59K
$391K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 0.27% |
$403 - $435
|
737
$181K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-72.7K- 98.58% |
$14.6M - $15.8M
|
1.05K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1- 0.04% |
$201 - $217
|
2.52K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
983New |
$198K - $214K
|
983
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
12.8KNew |
$2.58M - $2.79M
|
12.8K
$3.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
15.1KNew |
$3.05M - $3.29M
|
15.1K
$3.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9+ 0.54% |
$1.81K - $1.96K
|
1.69K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
20New |
$4.03K - $4.35K
|
20
$4.92K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
59+ 5.76% |
$11.9K - $12.8K
|
1.08K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
42+ 6.35% |
$8.46K - $9.13K
|
703
$173K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
18New |
$3.62K - $3.91K
|
18
$4.43K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
168+ 9.31% |
$33.8K - $36.5K
|
1.97K
$485K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.9KNew |
$2.39M - $2.59M
|
11.9K
$2.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.93KNew |
$1.39M - $1.51M
|
6.93K
$1.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
80+ 5.27% |
$16.1K - $17.4K
|
1.6K
$393K
|
|