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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-310- 17.73% |
$42K - $44.8K
|
1.44K
$354K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
169+ 89.89% |
$22.9K - $24.4K
|
357
$87.8K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
903New |
$122K - $130K
|
903
$222K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.26KNew |
$441K - $470K
|
3.26K
$801K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
1.89KNew |
$257K - $273K
|
1.89K
$466K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
92New |
$12.5K - $13.3K
|
92
$22.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-4.51K- 64.67% |
$611K - $651K
|
2.46K
$606K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
141+ 0.5% |
$19.1K - $20.4K
|
28.6K
$7.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
1.32K+ 3.87% |
$178K - $190K
|
35.3K
$8.69M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.14K- 58.85% |
$425K - $454K
|
2.2K
$540K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16KNew |
$2.17M - $2.31M
|
16K
$3.93M
|
|
| Q1 2023 | |||||||
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.47KClosed |
$195K - $214K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54New |
$7.19K - $7.9K
|
54
$13.3K
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
39.4KNew |
$5.25M - $5.77M
|
39.4K
$9.7M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.67KNew |
$222K - $244K
|
1.67K
$410K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-8Closed |
$1.07K - $1.17K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
26New |
$3.46K - $3.8K
|
26
$6.4K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-252- 57.53% |
$33.6K - $36.9K
|
186
$45.8K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-24- 53.33% |
$3.2K - $3.51K
|
21
$5.17K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.8K- 84.66% |
$2.77M - $3.04M
|
3.77K
$926K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
34New |
$4.53K - $4.97K
|
34
$8.37K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-437- 21.61% |
$58.2K - $63.9K
|
1.59K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$202K - $222K
|
1.52K
$373K
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
40.6KNew |
$5.41M - $5.94M
|
40.6K
$9.99M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.63KNew |
$217K - $238K
|
1.63K
$401K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-216- 15.21% |
$28.8K - $31.6K
|
1.2K
$296K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23New |
$3.06K - $3.36K
|
23
$5.66K
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
6.81KNew |
$907K - $996K
|
6.81K
$1.68M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
96New |
$12.8K - $14K
|
96
$23.6K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-132- 1.75% |
$17.6K - $19.3K
|
7.42K
$1.82M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
133New |
$17.7K - $19.5K
|
133
$32.7K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-40- 30.53% |
$5.33K - $5.85K
|
91
$22.4K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-100- 3.62% |
$13.3K - $14.6K
|
2.66K
$656K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
285New |
$38K - $41.7K
|
285
$70.1K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-8.11K- 67.93% |
$1.08M - $1.19M
|
3.83K
$942K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
521KNew |
$69.4M - $76.2M
|
521K
$128M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
66New |
$8.79K - $9.65K
|
66
$16.2K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
82New |
$10.9K - $12K
|
82
$20.2K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-10- 0.41% |
$1.33K - $1.46K
|
2.41K
$593K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-890- 35.97% |
$119K - $130K
|
1.58K
$390K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.29K- 39.9% |
$172K - $189K
|
1.95K
$479K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.52KNew |
$202K - $222K
|
1.52K
$374K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
710+ 0.5% |
$94.6K - $104K
|
143K
$35.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$666 - $731
|
5
$1.23K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5.55K- 76.02% |
$739K - $812K
|
1.75K
$431K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
73New |
$9.72K - $10.7K
|
73
$18K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-656- 4.6% |
$87.4K - $96K
|
13.6K
$3.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
1.78KNew |
$237K - $260K
|
1.78K
$438K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
567New |
$75.5K - $82.9K
|
567
$140K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.61KNew |
$215K - $236K
|
1.61K
$397K
|
|