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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1.19KNew |
$240K - $260K
|
1.19K
$269K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-610- 33.65% |
$123K - $133K
|
1.2K
$271K
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
1.4K+ 3.09% |
$281K - $304K
|
46.5K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.25KNew |
$252K - $272K
|
1.25K
$282K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.21K+ 21.98% |
$243K - $262K
|
6.69K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-337- 14.33% |
$67.8K - $73.3K
|
2.01K
$454K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.39KNew |
$1.08M - $1.17M
|
5.39K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
137K+ 143.68% |
$27.6M - $29.8M
|
232K
$52.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.04K+ 35.96% |
$209K - $225K
|
3.92K
$883K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-24- 1.86% |
$4.83K - $5.22K
|
1.27K
$285K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.54K+ 1.12% |
$309K - $334K
|
138K
$31.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.18KNew |
$237K - $255K
|
1.18K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-234- 27.3% |
$47.1K - $50.9K
|
623
$140K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
46.6K+ 158.62% |
$9.39M - $10.1M
|
76K
$17.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
277+ 23.63% |
$55.8K - $60.2K
|
1.45K
$327K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
15.5KNew |
$3.13M - $3.38M
|
15.5K
$3.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
31.4KNew |
$6.33M - $6.83M
|
31.4K
$7.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
120New |
$24.2K - $26.1K
|
120
$27.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
289+ 5.08% |
$58.2K - $62.8K
|
5.98K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
501+ 668.0% |
$101K - $109K
|
576
$130K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 0.17% |
$2.21K - $2.39K
|
6.56K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
274+ 9.91% |
$55.2K - $59.6K
|
3.04K
$685K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
743New |
$150K - $162K
|
743
$168K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$403 - $435
|
7.03K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.5K+ 94.48% |
$8.56M - $9.25M
|
87.5K
$19.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.87KNew |
$578K - $624K
|
2.87K
$647K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
12.7K+ 336.18% |
$2.55M - $2.76M
|
16.4K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.33% |
$1.01K - $1.09K
|
1.51K
$340K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.24K+ 85.67% |
$250K - $270K
|
2.7K
$608K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-17- 1.56% |
$3.42K - $3.7K
|
1.07K
$241K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18.1KNew |
$3.65M - $3.94M
|
18.1K
$4.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.71K+ 25.48% |
$546K - $590K
|
13.4K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.9K+ 425.13% |
$2.4M - $2.59M
|
14.7K
$3.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
41+ 0.45% |
$8.25K - $8.92K
|
9.06K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-245- 10.23% |
$49.3K - $53.3K
|
2.15K
$485K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
443K+ 90.2% |
$89.3M - $96.4M
|
935K
$211M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
11.7KNew |
$2.35M - $2.54M
|
11.7K
$2.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.18KNew |
$1.24M - $1.34M
|
6.18K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
653+ 8.5% |
$131K - $142K
|
8.34K
$1.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.86K+ 4.5% |
$577K - $623K
|
66.6K
$15M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
26.9KNew |
$5.42M - $5.86M
|
26.9K
$6.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-164- 2.61% |
$33K - $35.7K
|
6.13K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-57.2K- 97.9% |
$11.5M - $12.4M
|
1.23K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.42K- 5.23% |
$1.09M - $1.18M
|
98.1K
$22.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
24.5K+ 2474.65% |
$4.93M - $5.33M
|
25.5K
$5.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
532+ 47.58% |
$107K - $116K
|
1.65K
$372K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6.71K- 5.43% |
$1.35M - $1.46M
|
117K
$26.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.56K+ 4.03% |
$515K - $556K
|
65.9K
$14.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
14.9KNew |
$2.99M - $3.23M
|
14.9K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10+ 0.56% |
$2.01K - $2.17K
|
1.79K
$402K
|