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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.6K+ 521.99% |
$3.94M - $4.26M
|
23.3K
$5.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-9- 0.63% |
$1.81K - $1.96K
|
1.41K
$318K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
48+ 1.59% |
$9.66K - $10.4K
|
3.07K
$691K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-174- 6.23% |
$35K - $37.8K
|
2.62K
$590K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$805 - $870
|
4
$902
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
103+ 1.0% |
$20.7K - $22.4K
|
10.4K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6+ 0.29% |
$1.21K - $1.3K
|
2.11K
$476K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$201 - $217
|
1.39K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12+ 0.33% |
$2.42K - $2.61K
|
3.64K
$822K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
107+ 9.47% |
$21.5K - $23.3K
|
1.24K
$279K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.9KNew |
$2.2M - $2.38M
|
10.9K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.26K+ 9.26% |
$254K - $275K
|
14.9K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-80- 0.1% |
$16.1K - $17.4K
|
80.7K
$18.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-146- 9.6% |
$29.4K - $31.7K
|
1.38K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-505- 2.62% |
$102K - $110K
|
18.7K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
286+ 4.71% |
$57.6K - $62.2K
|
6.36K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$201 - $217
|
1.09K
$246K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-932- 2.15% |
$188K - $203K
|
42.4K
$9.55M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-101- 4.07% |
$20.3K - $22K
|
2.38K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.25K+ 0.63% |
$252K - $272K
|
201K
$45.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.49K+ 4.93% |
$301K - $325K
|
31.8K
$7.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.9K+ 97.64% |
$3.81M - $4.11M
|
38.3K
$8.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
267+ 4.1% |
$53.8K - $58.1K
|
6.78K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
12.8KNew |
$2.58M - $2.79M
|
12.8K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.17KNew |
$235K - $254K
|
1.17K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.18K- 99.91% |
$439K - $475K
|
2
$451
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.79KNew |
$1.17M - $1.26M
|
5.79K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
160K+ 245.58% |
$32.2M - $34.8M
|
225K
$50.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2+ 0.11% |
$403 - $435
|
1.8K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-447- 7.52% |
$90K - $97.2K
|
5.5K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.85KNew |
$573K - $619K
|
2.85K
$642K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 463.18% |
$2.55M - $2.75M
|
15.4K
$3.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$403 - $435
|
3.58K
$808K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
25.4KNew |
$5.11M - $5.52M
|
25.4K
$5.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.5KNew |
$302K - $326K
|
1.5K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.6KNew |
$4.74M - $5.12M
|
23.6K
$5.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-305- 4.05% |
$61.4K - $66.3K
|
7.24K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-461- 6.67% |
$92.8K - $100K
|
6.45K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
15K+ 5.31% |
$3.03M - $3.27M
|
298K
$67.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
26.3KNew |
$5.29M - $5.71M
|
26.3K
$5.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.33KNew |
$670K - $724K
|
3.33K
$750K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.45KNew |
$1.1M - $1.19M
|
5.45K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
18K+ 1419.04% |
$3.62M - $3.91M
|
19.2K
$4.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.4KNew |
$1.29M - $1.39M
|
6.4K
$1.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
108+ 1.44% |
$21.7K - $23.5K
|
7.59K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.02K+ 265.28% |
$206K - $223K
|
1.41K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
5.43KNew |
$1.09M - $1.18M
|
5.43K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-192- 1.05% |
$38.7K - $41.7K
|
18K
$4.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.31KNew |
$264K - $285K
|
1.31K
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
615+ 5.61% |
$124K - $134K
|
11.6K
$2.61M
|