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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2020
Q2 2020
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.01KClosed |
$304K - $395K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.98KNew |
$402K - $521K
|
3.98K
$978K
|
|
|
Jul 30, 2020
Q2 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-179Closed |
$18.1K - $23.4K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-2.82KClosed |
$285K - $369K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Country Trust Bank
|
SELL
|
- |
-220Closed |
$22.2K - $28.8K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-467KClosed |
$47.2M - $61.2M
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-3.72KClosed |
$376K - $487K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.31KClosed |
$233K - $303K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Perkins Coie Trust CO
|
SELL
|
- |
-174Closed |
$17.6K - $22.8K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Crumly & Associates Inc.
|
SELL
|
- |
-94.6KClosed |
$9.57M - $12.4M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-64Closed |
$6.47K - $8.38K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Windsor Group LTD
|
SELL
|
- |
-4.72KClosed |
$477K - $618K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 02, 2022
Q1 2020
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.6KClosed |
$144K - $219K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-24.1KClosed |
$2.17M - $3.3M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-4.41KClosed |
$399K - $605K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-169KClosed |
$15.3M - $23.2M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-57.5KClosed |
$5.2M - $7.88M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-200Closed |
$18.1K - $27.4K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-175Closed |
$15.8K - $24K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stephens Inc
|
SELL
|
- |
-13.2KClosed |
$1.2M - $1.81M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-90.3KClosed |
$8.16M - $12.4M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-460Closed |
$41.6K - $63.1K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-5.9KClosed |
$533K - $809K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.84KClosed |
$257K - $389K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-3.02KClosed |
$273K - $414K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Columbia Trust CO 01012016
|
SELL
|
- |
-2.32KClosed |
$209K - $317K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-83Closed |
$7.5K - $11.4K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
First National Trust CO
|
SELL
|
- |
-2.33KClosed |
$211K - $320K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-137Closed |
$12.4K - $18.8K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Old National Bancorp
|
SELL
|
- |
-8.3KClosed |
$750K - $1.14M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Hnp Capital LLC
|
SELL
|
- |
-114KClosed |
$10.3M - $15.7M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-18Closed |
$1.63K - $2.47K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.61KClosed |
$145K - $220K
|
0
$0
|
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-13.4KClosed |
$1.21M - $1.84M
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.2KClosed |
$560K - $850K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-11.8KClosed |
$1.07M - $1.62M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
54+ 79.41% |
$6.26K - $6.8K
|
122
$30K
|
|
|
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-22Closed |
$2.55K - $2.77K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-163KClosed |
$18.8M - $20.5M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-235- 95.53% |
$27.2K - $29.6K
|
11
$2.71K
|
|
|
Feb 12, 2020
Q4 2019
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-12KClosed |
$1.39M - $1.51M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-5.42KClosed |
$628K - $682K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Lvw Advisors, LLC
|
SELL
|
- |
-12.2KClosed |
$1.41M - $1.53M
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-5.7KClosed |
$660K - $717K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-3.11KClosed |
$361K - $392K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-4.03KClosed |
$467K - $507K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-19.4KClosed |
$2.25M - $2.45M
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Versant Capital Management, Inc
|
SELL
|
- |
-4Closed |
$463 - $504
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Donoghue Forlines LLC
|
SELL
|
- |
-147KClosed |
$17M - $18.5M
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Hamilton Wealth, LLC
|
SELL
|
- |
-40.1KClosed |
$4.64M - $5.05M
|
0
$0
|
|