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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2021
Q1 2021
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-3.27KClosed |
$491K - $583K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-112Closed |
$16.8K - $19.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-36.9KClosed |
$5.54M - $6.57M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-25.2KClosed |
$3.77M - $4.48M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Arch Capital Group Ltd.
|
SELL
|
- |
-252KClosed |
$37.7M - $44.8M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-76.7KClosed |
$11.5M - $13.7M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-941Closed |
$141K - $168K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-1- 1.14% |
$150 - $178
|
87
$21.4K
|
|
|
May 04, 2021
Q1 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-19.9KClosed |
$2.98M - $3.54M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-53Closed |
$7.95K - $9.44K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.02KClosed |
$453K - $538K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.52KClosed |
$229K - $271K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-28.1KClosed |
$4.22M - $5.01M
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Golden Green, Inc.
|
SELL
|
- |
-1.29KClosed |
$194K - $230K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-102KClosed |
$15.3M - $18.1M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-190Closed |
$28.5K - $33.8K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-30.3KClosed |
$4.54M - $5.39M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-70Closed |
$9.89K - $11.4K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-3.6KClosed |
$508K - $586K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.46KClosed |
$347K - $400K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-3.08KClosed |
$435K - $502K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-662KClosed |
$93.6M - $108M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.44KClosed |
$203K - $234K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-8Closed |
$1.13K - $1.3K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
724+ 6.51% |
$102K - $118K
|
11.8K
$2.92M
|
|
|
Feb 05, 2021
Q4 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-5.56KClosed |
$785K - $905K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-49Closed |
$6.92K - $7.98K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-110Closed |
$15.5K - $17.9K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.2KClosed |
$169K - $195K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-17.6KClosed |
$2.49M - $2.87M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.48KClosed |
$209K - $241K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-134KClosed |
$19M - $21.9M
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.45KClosed |
$346K - $398K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-129Closed |
$18.2K - $21K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.28KNew |
$181K - $209K
|
1.28K
$315K
|
|
| Q3 2020 | |||||||
|
Nov 18, 2020
Q3 2020
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-27.4KClosed |
$3.64M - $4.29M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.78KClosed |
$1.3M - $1.53M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.42KClosed |
$188K - $222K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-36Closed |
$4.78K - $5.63K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-17.2KClosed |
$2.29M - $2.69M
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
3.76KNew |
$499K - $588K
|
3.76K
$925K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.84K+ 11.74% |
$489K - $634K
|
46K
$11.3M
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-304Closed |
$30.7K - $39.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pura Vida Investments, LLC
New York, NY |
SELL
|
PUT |
-60KClosed |
$6.06M - $7.86M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
SELL
|
- |
-128KClosed |
$12.9M - $16.7M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-100Closed |
$10.1K - $13.1K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-40KClosed |
$4.04M - $5.24M
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-407Closed |
$41.1K - $53.3K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-55KClosed |
$5.56M - $7.21M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-831Closed |
$84K - $109K
|
0
$0
|
|