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 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-474- 22.12% |
$63.6K - $72.4K
|
1.67K
$383K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-84- 1.93% |
$11.3K - $12.8K
|
4.28K
$982K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
8New |
$1.07K - $1.22K
|
8
$1.84K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
111New |
$14.9K - $17K
|
111
$25.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
131New |
$17.6K - $20K
|
131
$30.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-739- 10.4% |
$99.2K - $113K
|
6.37K
$1.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.39KNew |
$857K - $975K
|
6.39K
$1.47M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
22.6KNew |
$3.04M - $3.46M
|
22.6K
$5.19M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-26- 30.23% |
$3.49K - $3.97K
|
60
$13.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
23New |
$3.09K - $3.51K
|
23
$5.28K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
96New |
$12.9K - $14.7K
|
96
$22K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1New |
$134 - $153
|
1
$229
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
16New |
$2.15K - $2.44K
|
16
$3.67K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
107New |
$14.4K - $16.3K
|
107
$24.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
335New |
$45K - $51.2K
|
335
$76.9K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
62New |
$8.32K - $9.47K
|
62
$14.2K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6New |
$805 - $917
|
6
$1.38K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
3New |
$403 - $458
|
3
$688
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
2.42KNew |
$324K - $369K
|
2.42K
$554K
|
|
| Q3 2022 | |||||||
|
Feb 10, 2025
Q3 2022
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-1.51KClosed |
$198K - $223K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6Closed |
$787 - $886
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
519+ 3.2% |
$68.1K - $76.6K
|
16.7K
$3.84M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.9KClosed |
$381K - $429K
|
0
$0
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
21New |
$2.75K - $3.1K
|
21
$4.82K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.26KNew |
$297K - $334K
|
2.26K
$519K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$52.5K - $59.1K
|
400
$91.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
813+ 3.96% |
$107K - $120K
|
21.3K
$4.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-17.6KClosed |
$2.31M - $2.6M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
53.9K+ 66.63% |
$7.08M - $7.97M
|
135K
$31M
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
202New |
$26.5K - $29.8K
|
202
$46.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
BUY
|
- |
7.8KNew |
$1.02M - $1.15M
|
7.8K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-448- 7.02% |
$58.8K - $66.2K
|
5.94K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
16+ 16.33% |
$2.1K - $2.36K
|
114
$26.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.84K+ 7.98% |
$241K - $271K
|
24.8K
$5.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-160- 1.09% |
$21K - $23.6K
|
14.5K
$3.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-233- 10.56% |
$30.6K - $34.4K
|
1.97K
$453K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.17KNew |
$153K - $173K
|
1.17K
$268K
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15- 1.7% |
$1.97K - $2.22K
|
869
$199K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-66- 16.92% |
$8.66K - $9.75K
|
324
$74.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
631New |
$82.8K - $93.2K
|
631
$145K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
56+ 32.94% |
$7.35K - $8.27K
|
226
$51.9K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9+ 8.04% |
$1.18K - $1.33K
|
121
$27.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.14KNew |
$281K - $316K
|
2.14K
$491K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
11K+ 1.85% |
$1.45M - $1.63M
|
608K
$139M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.76K- 41.01% |
$231K - $260K
|
2.54K
$582K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-282- 15.7% |
$37K - $41.6K
|
1.51K
$347K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-14- 0.69% |
$1.84K - $2.07K
|
2K
$460K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
413New |
$54.2K - $61K
|
413
$94.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-3.06K- 59.98% |
$401K - $451K
|
2.04K
$468K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21New |
$2.75K - $3.1K
|
21
$4.82K
|
|