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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
28New |
$5.64K - $6.09K
|
28
$6.89K
|
|
| Q3 2024 | |||||||
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.23KClosed |
$216K - $250K
|
0
$0
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
144+ 12.79% |
$25.3K - $29.3K
|
1.27K
$313K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
101New |
$17.7K - $20.5K
|
101
$24.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
1.41K+ 68.27% |
$247K - $286K
|
3.47K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-15.5K- 62.81% |
$2.73M - $3.16M
|
9.21K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
15.4KNew |
$2.71M - $3.14M
|
15.4K
$3.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
101New |
$17.7K - $20.5K
|
101
$24.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
77New |
$13.5K - $15.7K
|
77
$18.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
928+ 38.68% |
$163K - $189K
|
3.33K
$819K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.54K+ 8.8% |
$270K - $313K
|
19K
$4.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.24KNew |
$218K - $252K
|
1.24K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.92K+ 26.73% |
$1.39M - $1.61M
|
37.5K
$9.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.54KNew |
$1.15M - $1.33M
|
6.54K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
2.4KNew |
$421K - $488K
|
2.4K
$591K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.21KNew |
$212K - $246K
|
1.21K
$297K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$702 - $813
|
4
$984
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
520New |
$91.2K - $106K
|
520
$128K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
955New |
$168K - $194K
|
955
$235K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-55- 4.95% |
$9.65K - $11.2K
|
1.06K
$260K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1KNew |
$175K - $203K
|
1K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
81New |
$14.2K - $16.5K
|
81
$19.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
43New |
$7.54K - $8.74K
|
43
$10.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
122New |
$21.4K - $24.8K
|
122
$30K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
1KNew |
$175K - $203K
|
1K
$246K
|
|
|
Nov 05, 2024
Q3 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
25K+ 50.0% |
$4.39M - $5.08M
|
75K
$18.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-2.83K- 8.26% |
$497K - $576K
|
31.5K
$7.74M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
214New |
$37.5K - $43.5K
|
214
$52.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.64KNew |
$639K - $740K
|
3.64K
$896K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.51% |
$175 - $203
|
197
$48.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5New |
$877 - $1.02K
|
5
$1.23K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-91- 4.09% |
$16K - $18.5K
|
2.14K
$526K
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-290- 17.55% |
$50.9K - $59K
|
1.36K
$335K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
135New |
$23.7K - $27.4K
|
135
$33.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.2K- 1.93% |
$8.29M - $9.6M
|
2.39M
$589M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78K- 19.99% |
$13.7M - $15.9M
|
312K
$76.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 14.68% |
$17.5K - $20.3K
|
581
$143K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.2KNew |
$386K - $447K
|
2.2K
$541K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-55- 0.69% |
$9.65K - $11.2K
|
7.96K
$1.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
296+ 57.14% |
$51.9K - $60.2K
|
814
$200K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.95K+ 20.0% |
$518K - $600K
|
17.7K
$4.36M
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.3K- 47.08% |
$572K - $656K
|
3.71K
$912K
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.36KNew |
$235K - $269K
|
1.36K
$333K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.24KNew |
$1.6M - $1.84M
|
9.24K
$2.27M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.55K- 99.5% |
$1.14M - $1.3M
|
33
$8.12K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
160KNew |
$27.7M - $31.7M
|
160K
$39.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.41KNew |
$244K - $280K
|
1.41K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
168New |
$29.2K - $33.4K
|
168
$41.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2+ 0.06% |
$347 - $398
|
3.49K
$858K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
171New |
$29.7K - $34K
|
171
$42.1K
|
|