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 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-191- 45.48% |
$38.5K - $41.5K
|
229
$48.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-354- 5.76% |
$71.3K - $77K
|
5.79K
$1.22M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-368- 8.84% |
$74.1K - $80K
|
3.8K
$802K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-5.75K- 76.9% |
$1.16M - $1.25M
|
1.73K
$365K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
881+ 1.82% |
$177K - $192K
|
49.2K
$10.4M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-729K- 66.34% |
$128M - $148M
|
370K
$78.2M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.82K- 34.59% |
$671K - $777K
|
7.23K
$1.53M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
1.08KNew |
$189K - $220K
|
1.08K
$228K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-87.6K- 91.88% |
$15.4M - $17.8M
|
7.74K
$1.63M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
158KNew |
$27.7M - $32.1M
|
158K
$33.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.12KNew |
$197K - $228K
|
1.12K
$237K
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
144+ 12.79% |
$25.3K - $29.3K
|
1.27K
$268K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.77K- 5.02% |
$1.01M - $1.17M
|
109K
$23M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-99- 4.15% |
$17.4K - $20.1K
|
2.29K
$483K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
22.1K+ 49.46% |
$3.88M - $4.5M
|
66.9K
$14.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.46K- 12.77% |
$1.31M - $1.52M
|
51K
$10.8M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
113+ 3.15% |
$19.8K - $23K
|
3.7K
$781K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-61- 1.5% |
$10.7K - $12.4K
|
4K
$844K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
416+ 133.33% |
$73K - $84.6K
|
728
$154K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
456+ 17.7% |
$80K - $92.7K
|
3.03K
$641K
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-708- 5.53% |
$124K - $144K
|
12.1K
$2.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
101New |
$17.7K - $20.5K
|
101
$21.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
246New |
$43.2K - $50K
|
246
$52K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
673+ 25.73% |
$118K - $137K
|
3.29K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
39.1KNew |
$6.86M - $7.95M
|
39.1K
$8.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.5K+ 120.12% |
$4.13M - $4.78M
|
43.1K
$9.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-227- 1.55% |
$39.8K - $46.1K
|
14.5K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.08K- 6.75% |
$715K - $828K
|
56.3K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
3+ 0.15% |
$526 - $610
|
2.03K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
SELL
|
- |
-11- 0.67% |
$1.93K - $2.24K
|
1.63K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-112K- 15.66% |
$19.6M - $22.7M
|
602K
$127M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
327+ 5.34% |
$57.4K - $66.5K
|
6.45K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.63K- 6.73% |
$637K - $738K
|
50.3K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-4.34K- 19.12% |
$762K - $883K
|
18.4K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.54% |
$1.23K - $1.42K
|
1.32K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.2K+ 7.68% |
$210K - $243K
|
16.8K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-354K- 61.83% |
$62M - $71.9M
|
218K
$46.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-601- 4.88% |
$105K - $122K
|
11.7K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.21KNew |
$387K - $449K
|
2.21K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
266+ 2.49% |
$46.7K - $54.1K
|
11K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-31.1K- 18.4% |
$5.47M - $6.33M
|
138K
$29.2M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-108- 0.48% |
$18.9K - $22K
|
22.4K
$4.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-126- 0.61% |
$22.1K - $25.6K
|
20.5K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-30- 1.76% |
$5.26K - $6.1K
|
1.68K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.3K+ 13.14% |
$3.74M - $4.33M
|
183K
$38.8M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 5.83% |
$451K - $522K
|
41.5K
$8.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.04% |
$175 - $203
|
2.58K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.85K- 29.79% |
$1.38M - $1.6M
|
18.5K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-216- 7.26% |
$37.9K - $43.9K
|
2.76K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.41K- 7.57% |
$248K - $287K
|
17.2K
$3.64M
|
|