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
Feb 05, 2021 Q4 2020
Corbett Road Capital Management, LLC

Mclean, VA
SELL
 -
-5.56K
Closed
$785K - $905K
0 $0
Feb 05, 2021 Q4 2020
Ropes Wealth Advisors LLC

Boston, MA
SELL
 -
-49
Closed
$6.92K - $7.98K
0 $0
Feb 04, 2021 Q4 2020
Clear Harbor Asset Management, LLC

SELL
 -
-110
Closed
$15.5K - $17.9K
0 $0
Feb 03, 2021 Q4 2020
Stuart Chaussee & Associates, Inc.

SELL
 -
-1.2K
Closed
$169K - $195K
0 $0
Feb 03, 2021 Q4 2020
Shilanski & Associates, Inc.

SELL
 -
-17.6K
Closed
$2.49M - $2.87M
0 $0
Feb 02, 2021 Q4 2020
Horan Capital Advisors, Llc.

Cincinnati, OH
SELL
 -
-1.48K
Closed
$209K - $241K
0 $0
Jan 29, 2021 Q4 2020
One Charles Private Wealth Services, LLC

SELL
 -
-134K
Closed
$19M - $21.9M
0 $0
Jan 19, 2021 Q4 2020
Sequent Asset Management, LLC

SELL
 -
-2.45K
Closed
$346K - $398K
0 $0
Jan 19, 2021 Q4 2020
Edge Wealth Management LLC

SELL
 -
-129
Closed
$18.2K - $21K
0 $0
Jan 15, 2021 Q4 2020
Strategic Wealth Investment Group, LLC

BUY
 -
1.28K
New
$181K - $209K
1.28K $292K
Q3 2020
Nov 16, 2020 Q3 2020
Invesco Ltd.

Atlanta, GA
SELL
 -
-9.78K
Closed
$1.3M - $1.53M
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-1.42K
Closed
$188K - $222K
0 $0
Oct 27, 2020 Q3 2020
Princeton Global Asset Management LLC

SELL
 -
-36
Closed
$4.78K - $5.63K
0 $0
Oct 26, 2020 Q3 2020
Portfolio Strategies, Inc.

SELL
 -
-17.2K
Closed
$2.29M - $2.69M
0 $0
Oct 23, 2020 Q3 2020
Cypress Wealth Services, LLC

BUY
 PUT
3.76K
New
$499K - $588K
3.76K $856K
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
4.84K
+ 11.74%
$489K - $634K
46K $10.5M
Aug 14, 2020 Q2 2020
Claraphi Advisory Network, LLC

SELL
 -
-304
Closed
$30.7K - $39.8K
0 $0
Aug 14, 2020 Q2 2020
Pura Vida Investments, LLC

New York, NY
SELL
 PUT
-60K
Closed
$6.06M - $7.86M
0 $0
Aug 14, 2020 Q2 2020
Jim Chanos Kynikos Associates LP | New York, Ny
SELL
 -
-128K
Closed
$12.9M - $16.7M
0 $0
Aug 14, 2020 Q2 2020
Exodus Point Capital Management, LP

New York, NY
SELL
 -
-100
Closed
$10.1K - $13.1K
0 $0
Aug 14, 2020 Q2 2020
Exodus Point Capital Management, LP

New York, NY
SELL
 PUT
-40K
Closed
$4.04M - $5.24M
0 $0
Aug 13, 2020 Q2 2020
Bergan Kdv Wealth Management, LLC

SELL
 -
-407
Closed
$41.1K - $53.3K
0 $0
Aug 13, 2020 Q2 2020
Wolverine Asset Management LLC

SELL
 -
-55K
Closed
$5.56M - $7.21M
0 $0
Aug 11, 2020 Q2 2020
Macroview Investment Management LLC

SELL
 -
-831
Closed
$84K - $109K
0 $0
Aug 07, 2020 Q2 2020
Great Lakes Advisors, LLC

Chicago, IL
SELL
 -
-3.01K
Closed
$304K - $395K
0 $0
Jul 31, 2020 Q2 2020
Dowling & Yahnke LLC

San Diego, CA
BUY
 -
3.98K
New
$402K - $521K
3.98K $905K
Jul 30, 2020 Q2 2020
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-179
Closed
$18.1K - $23.4K
0 $0
Jul 30, 2020 Q2 2020
Pflug Koory, LLC

SELL
 -
-2.82K
Closed
$285K - $369K
0 $0
Jul 27, 2020 Q2 2020
Country Trust Bank

SELL
 -
-220
Closed
$22.2K - $28.8K
0 $0
Jul 21, 2020 Q2 2020
Gateway Advisory, LLC

Westfield, NJ
SELL
 -
-467K
Closed
$47.2M - $61.2M
0 $0
Jul 16, 2020 Q2 2020
Walter & Keenan Wealth Management LLC

SELL
 -
-3.72K
Closed
$376K - $487K
0 $0
Jul 15, 2020 Q2 2020
Schneider Downs Wealth Management Advisors, LP

SELL
 -
-2.31K
Closed
$233K - $303K
0 $0
Jul 13, 2020 Q2 2020
Perkins Coie Trust CO

SELL
 -
-174
Closed
$17.6K - $22.8K
0 $0
Jul 10, 2020 Q2 2020
Whittier Trust CO

SELL
 -
-1.89K
Closed
$191K - $248K
0 $0
Jul 07, 2020 Q2 2020
Crumly & Associates Inc.

SELL
 -
-94.6K
Closed
$9.57M - $12.4M
0 $0
Jul 06, 2020 Q2 2020
Omni Star Financial Group, Inc.

SELL
 -
-64
Closed
$6.47K - $8.38K
0 $0
Jul 06, 2020 Q2 2020
Windsor Group LTD

SELL
 -
-4.72K
Closed
$477K - $618K
0 $0
Q1 2020
Mar 02, 2022 Q1 2020
Frg Family Wealth Advisors LLC

SELL
 -
-1.6K
Closed
$144K - $219K
0 $0
May 15, 2020 Q1 2020
Cambria Investment Management, L.P.

SELL
 -
-24.1K
Closed
$2.17M - $3.3M
0 $0
May 15, 2020 Q1 2020
Itau Unibanco Holding S.A.

Sao Paulo, D5
SELL
 -
-4.41K
Closed
$399K - $605K
0 $0
May 15, 2020 Q1 2020
Affinity Wealth Management LLC

Wilmington, DE
SELL
 -
-169K
Closed
$15.3M - $23.2M
0 $0
May 15, 2020 Q1 2020
Jefferies Group LLC

New York, NY
SELL
 -
-57.5K
Closed
$5.2M - $7.88M
0 $0
May 15, 2020 Q1 2020
Full Sail Capital, LLC

Oklahoma City, OK
SELL
 -
-2.66K
Closed
$241K - $365K
0 $0
May 15, 2020 Q1 2020
Northern Oak Wealth Management Inc

Milwaukee, WI
SELL
 -
-200
Closed
$18.1K - $27.4K
0 $0
May 14, 2020 Q1 2020
Mycio Wealth Partners, LLC

SELL
 -
-175
Closed
$15.8K - $24K
0 $0
May 14, 2020 Q1 2020
Stephens Inc

SELL
 -
-13.2K
Closed
$1.2M - $1.81M
0 $0
May 13, 2020 Q1 2020
Jackson Wealth Management, LLC

SELL
 -
-90.3K
Closed
$8.16M - $12.4M
0 $0
May 13, 2020 Q1 2020
Tobias Financial Advisors, Inc.

Plantation, FL
SELL
 -
-460
Closed
$41.6K - $63.1K
0 $0
May 12, 2020 Q1 2020
Rational Advisors LLC

Huntington, NY
SELL
 -
-5.9K
Closed
$533K - $809K
0 $0

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