Latest Institutional Transactions on Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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 18, 2021 Q3 2021
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-100
- 41.67%
$16.7K - $18.3K
140 $31.9K
Nov 15, 2021 Q3 2021
Altshuler Shaham LTD

SELL
 -
-219
Closed
$36.6K - $40.2K
0 $0
Nov 12, 2021 Q3 2021
Hoey Investments, Inc

Coatesville, PA
SELL
 -
-66
Closed
$11K - $12.1K
0 $0
Nov 12, 2021 Q3 2021
Tru Independence LLC

SELL
 -
-752
Closed
$126K - $138K
0 $0
Nov 12, 2021 Q3 2021
Glovista Investments LLC

Jersey City, NJ
SELL
 -
-1.44K
Closed
$240K - $263K
0 $0
Nov 12, 2021 Q3 2021
Meridian Wealth Partners, LLC

Blue Bell, PA
SELL
 -
-24K
- 98.32%
$4M - $4.39M
410 $93.4K
Nov 09, 2021 Q3 2021
Bedell Frazier Investment Counseling, LLC

SELL
 -
-1.43K
Closed
$239K - $262K
0 $0
Nov 09, 2021 Q3 2021
Principal Financial Group Inc

Des Moines, IA
SELL
 -
-1.39K
Closed
$232K - $255K
0 $0
Nov 05, 2021 Q3 2021
Eubel Brady & Suttman Asset Management Inc

Dayton, OH
SELL
 -
-396
Closed
$66.1K - $72.6K
0 $0
Nov 05, 2021 Q3 2021
Moors & Cabot, Inc.

Boston, MA
BUY
 -
50K
New
$8.35M - $9.17M
50K $11.4M
Nov 03, 2021 Q3 2021
Lex Aurum Advisors, LLC

SELL
 -
-1.44K
Closed
$241K - $264K
0 $0
Nov 03, 2021 Q3 2021
New World Advisors LLC

Hingham, MA
SELL
 -
-62.9K
Closed
$10.5M - $11.5M
0 $0
Oct 29, 2021 Q3 2021
Paragon Wealth Strategies, LLC

SELL
 -
-388
Closed
$64.8K - $71.2K
0 $0
Oct 27, 2021 Q3 2021
Solstein Capital, LLC

Menlo Park, CA
SELL
 PUT
-1K
Closed
$167K - $183K
0 $0
Oct 22, 2021 Q3 2021
Parallel Advisors, LLC

BUY
 CALL
29.5K
New
$4.92M - $5.4M
29.5K $6.71M
Oct 19, 2021 Q3 2021
Atwood & Palmer Inc

SELL
 -
-24
Closed
$4.01K - $4.4K
0 $0
Oct 13, 2021 Q3 2021
Jackson, Grant Investment Advisers, Inc.

BUY
 -
1
+ 1.61%
$167 - $183
63 $14.3K
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-132
Closed
$22K - $24.2K
0 $0
Q2 2021
Jan 10, 2025 Q2 2021
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
8.23K
New
$1.31M - $1.44M
8.23K $1.87M
Mar 14, 2023 Q2 2021
Private Portfolio Partners LLC

BUY
 -
73
+ 2.74%
$11.7K - $12.8K
2.74K $624K
Oct 13, 2022 Q2 2021
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
1.19K
New
$191K - $210K
1.19K $272K
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-491
Closed
$78.4K - $86.2K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-437
Closed
$69.8K - $76.7K
0 $0
Aug 16, 2021 Q2 2021
Prelude Capital Management, LLC

New York, NY
BUY
 PUT
1.2K
New
$192K - $211K
1.2K $273K
Aug 16, 2021 Q2 2021
United Services Automobile Association

San Antonio, TX
SELL
 -
-588K
Closed
$93.9M - $103M
0 $0
Aug 13, 2021 Q2 2021
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-37
Closed
$5.91K - $6.5K
0 $0
Aug 12, 2021 Q2 2021
Ackerman Capital Advisors, LLC

SELL
 -
-27.9K
Closed
$4.46M - $4.9M
0 $0
Aug 12, 2021 Q2 2021
Bouchey Financial Group LTD

BUY
 -
64.2K
New
$10.3M - $11.3M
64.2K $14.6M
Aug 12, 2021 Q2 2021
Fieldpoint Private Securities, LLC

BUY
 -
167
New
$26.7K - $29.3K
167 $38K
Aug 11, 2021 Q2 2021
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
SELL
 -
-53
Closed
$8.46K - $9.31K
0 $0
Aug 11, 2021 Q2 2021
Edmond De Rothschild Holding S.A.

Chambesy, V8
SELL
 -
-36.6K
Closed
$5.85M - $6.43M
0 $0
Aug 10, 2021 Q2 2021
Jtc Employer Solutions Trustee LTD

BUY
 -
1.5K
New
$240K - $264K
1.5K $342K
Aug 10, 2021 Q2 2021
Riverpoint Wealth Management Holdings, LLC

SELL
 -
-9.81K
Closed
$1.57M - $1.72M
0 $0
Aug 10, 2021 Q2 2021
Alpha Dna Investment Management LLC

Columbia, MD
SELL
 -
-258
Closed
$41.2K - $45.3K
0 $0
Aug 06, 2021 Q2 2021
Sfmg, LLC

SELL
 -
-9.78K
Closed
$1.56M - $1.72M
0 $0
Aug 05, 2021 Q2 2021
B&D White Capital Company, LLC

SELL
 -
-24.8K
Closed
$3.96M - $4.36M
0 $0
Aug 05, 2021 Q2 2021
Atlas Private Wealth Management

SELL
 -
-7
Closed
$1.12K - $1.23K
0 $0
Aug 05, 2021 Q2 2021
Allred Capital Management, LLC

Dallas, TX
SELL
 -
-713
Closed
$114K - $125K
0 $0
Aug 04, 2021 Q2 2021
Annapolis Financial Services, LLC

SELL
 -
-4
Closed
$639 - $702
0 $0
Aug 04, 2021 Q2 2021
Esl Trust Services, LLC

SELL
 -
-199K
Closed
$31.8M - $34.9M
0 $0
Aug 03, 2021 Q2 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-26
Closed
$4.15K - $4.57K
0 $0
Aug 03, 2021 Q2 2021
Victory Capital Management Inc

SELL
 -
-588K
Closed
$93.9M - $103M
0 $0
Aug 03, 2021 Q2 2021
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-640
Closed
$102K - $112K
0 $0
Aug 02, 2021 Q2 2021
Human Investing LLC

SELL
 -
-116
Closed
$18.5K - $20.4K
0 $0
Jul 30, 2021 Q2 2021
Alliancebernstein L.P.

New York, NY
BUY
 -
3.5K
New
$559K - $615K
3.5K $797K
Jul 29, 2021 Q2 2021
Seneca House Advisors

SELL
 -
-1.37K
Closed
$218K - $240K
0 $0
Jul 23, 2021 Q2 2021
Belvedere Trading LLC

SELL
 -
-3.29K
Closed
$526K - $578K
0 $0
Jul 22, 2021 Q2 2021
Welch & Forbes LLC

SELL
 -
-5.89K
Closed
$940K - $1.03M
0 $0
Jul 22, 2021 Q2 2021
Northwest Investment Counselors, LLC

SELL
 -
-126
Closed
$20.1K - $22.1K
0 $0

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