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 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-248- 13.19% |
$49.9K - $53.9K
|
1.63K
$368K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.49K+ 150.15% |
$903K - $975K
|
7.47K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
4.58KNew |
$921K - $995K
|
4.58K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
452+ 14.94% |
$91K - $98.3K
|
3.48K
$784K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-77- 0.82% |
$15.5K - $16.7K
|
9.36K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.72K+ 102.2% |
$749K - $809K
|
7.36K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
294+ 1.55% |
$59.2K - $63.9K
|
19.3K
$4.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-8- 0.04% |
$1.61K - $1.74K
|
18.2K
$4.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-30- 1.01% |
$6.04K - $6.52K
|
2.94K
$662K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.27% |
$604 - $652
|
1.11K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
9.07KNew |
$1.83M - $1.97M
|
9.07K
$2.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
18.5KNew |
$3.72M - $4.02M
|
18.5K
$4.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35.5K+ 3.69% |
$7.14M - $7.71M
|
996K
$225M
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-303- 3.94% |
$61K - $65.9K
|
7.38K
$1.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-385- 14.39% |
$77.5K - $83.7K
|
2.29K
$516K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.92K+ 133.99% |
$386K - $417K
|
3.35K
$754K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.2KNew |
$1.25M - $1.35M
|
6.2K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$201 - $217
|
2.79K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-45- 1.35% |
$9.06K - $9.78K
|
3.3K
$744K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
906+ 14.61% |
$182K - $197K
|
7.11K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
536+ 9.37% |
$108K - $117K
|
6.25K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
36New |
$7.25K - $7.83K
|
36
$8.12K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
249K+ 140.85% |
$50M - $54.1M
|
425K
$95.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
16New |
$3.22K - $3.48K
|
16
$3.61K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
242+ 4.11% |
$48.7K - $52.6K
|
6.13K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.39K+ 8866.67% |
$482K - $521K
|
2.42K
$546K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
15.1KNew |
$3.05M - $3.29M
|
15.1K
$3.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
29+ 0.29% |
$5.84K - $6.31K
|
9.89K
$2.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9+ 0.54% |
$1.81K - $1.96K
|
1.69K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-542- 24.01% |
$109K - $118K
|
1.72K
$387K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-225- 2.74% |
$45.3K - $48.9K
|
7.99K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.74KNew |
$1.16M - $1.25M
|
5.74K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
1.2KNew |
$241K - $260K
|
1.2K
$270K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
7.56KNew |
$1.52M - $1.64M
|
7.56K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.19K+ 6.34% |
$1.04M - $1.13M
|
87K
$19.6M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
9.68K+ 3.49% |
$1.95M - $2.1M
|
287K
$64.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
679+ 45.09% |
$137K - $148K
|
2.19K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-2.03K- 37.53% |
$409K - $442K
|
3.39K
$763K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.11KNew |
$224K - $242K
|
1.11K
$251K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
25+ 0.35% |
$5.03K - $5.44K
|
7.2K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
13KNew |
$2.61M - $2.82M
|
13K
$2.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
729+ 38.65% |
$147K - $159K
|
2.62K
$590K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.11KNew |
$424K - $458K
|
2.11K
$475K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-70- 3.37% |
$14.1K - $15.2K
|
2.01K
$453K
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
286+ 6.05% |
$57.6K - $62.2K
|
5.02K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
20New |
$4.03K - $4.35K
|
20
$4.51K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45New |
$9.06K - $9.78K
|
45
$10.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.2K+ 2.95% |
$242K - $262K
|
42.1K
$9.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.02% |
$201 - $217
|
5.35K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1+ 0.06% |
$201 - $217
|
1.77K
$400K
|