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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-29- 39.19% |
$4.03K - $4.27K
|
45
$11.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.03K- 15.96% |
$143K - $152K
|
5.43K
$1.33M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-105- 23.7% |
$14.6K - $15.5K
|
338
$83.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
4.9KNew |
$681K - $722K
|
4.9K
$1.21M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28.8KNew |
$4M - $4.25M
|
28.8K
$7.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.85K- 2.16% |
$395K - $420K
|
129K
$31.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
291New |
$40.4K - $42.9K
|
291
$71.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
131New |
$18.2K - $19.3K
|
131
$32.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-67- 1.94% |
$9.31K - $9.88K
|
3.39K
$834K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.06K- 96.81% |
$842K - $893K
|
200
$49.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13+ 0.18% |
$1.81K - $1.92K
|
7.32K
$1.8M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
7.74KNew |
$1.08M - $1.14M
|
7.74K
$1.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.09K- 39.45% |
$151K - $160K
|
1.67K
$411K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4- 57.14% |
$556 - $590
|
3
$738
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-12.6K- 78.68% |
$1.75M - $1.85M
|
3.41K
$839K
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-28.6K- 94.91% |
$3.97M - $4.21M
|
1.53K
$377K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-171Closed |
$23.8K - $25.2K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
155New |
$21.5K - $22.8K
|
155
$38.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
400New |
$55.6K - $59K
|
400
$98.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
136+ 7.48% |
$18.9K - $20K
|
1.96K
$481K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16New |
$2.22K - $2.36K
|
16
$3.94K
|
|
| Q2 2023 | |||||||
|
May 19, 2025
Q2 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
35.9KNew |
$4.86M - $5.18M
|
35.9K
$8.82M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-623- 27.42% |
$84.4K - $90K
|
1.65K
$406K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-530- 53.11% |
$71.8K - $76.6K
|
468
$115K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.52KNew |
$206K - $219K
|
1.52K
$373K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-35- 1.61% |
$4.74K - $5.06K
|
2.13K
$525K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-100- 6.17% |
$13.6K - $14.4K
|
1.52K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-18.5K- 78.62% |
$2.51M - $2.67M
|
5.03K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.39KNew |
$188K - $201K
|
1.39K
$342K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.1KNew |
$284K - $303K
|
2.1K
$516K
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
6New |
$813 - $867
|
6
$1.48K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.21KNew |
$841K - $896K
|
6.21K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.54K- 18.93% |
$209K - $223K
|
6.6K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-19- 10.0% |
$2.57K - $2.74K
|
171
$42.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-206- 0.13% |
$27.9K - $29.8K
|
161K
$39.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
319New |
$43.2K - $46.1K
|
319
$78.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-65K- 26.88% |
$8.81M - $9.39M
|
177K
$43.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
140New |
$19K - $20.2K
|
140
$34.4K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-500- 11.39% |
$67.8K - $72.2K
|
3.89K
$957K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
263New |
$35.6K - $38K
|
263
$64.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.06K- 83.05% |
$143K - $153K
|
216
$53.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-200- 8.12% |
$27.1K - $28.9K
|
2.26K
$557K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1New |
$136 - $144
|
1
$246
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-7- 0.98% |
$949 - $1.01K
|
706
$174K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-237- 10.05% |
$32.1K - $34.2K
|
2.12K
$522K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 84.25% |
$157K - $167K
|
216
$53.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.78KNew |
$377K - $402K
|
2.78K
$684K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 11.11% |
$27.1K - $28.9K
|
1.6K
$394K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.29% |
$271 - $289
|
700
$172K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
16.1KNew |
$2.19M - $2.33M
|
16.1K
$3.97M
|
|