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 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$349K - $377K
|
1.73K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.2K- 2.4% |
$2.46M - $2.65M
|
497K
$112M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 0.98% |
$2.82K - $3.04K
|
1.44K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
325+ 24.96% |
$65.4K - $70.7K
|
1.63K
$366K
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-708- 8.59% |
$143K - $154K
|
7.53K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.05KNew |
$211K - $228K
|
1.05K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-3.48K- 3.44% |
$701K - $757K
|
97.8K
$22M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.9K+ 28.94% |
$11M - $11.9M
|
244K
$55M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10- 0.11% |
$2.01K - $2.17K
|
8.97K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-44- 22.11% |
$8.86K - $9.57K
|
155
$34.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.09K- 3.09% |
$622K - $672K
|
96.8K
$21.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-60- 19.35% |
$12.1K - $13K
|
250
$56.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2- 5.0% |
$403 - $435
|
38
$8.55K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.19% |
$201 - $217
|
537
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.75KNew |
$1.76M - $1.9M
|
8.75K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
81+ 1.98% |
$16.3K - $17.6K
|
4.18K
$939K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.11K- 9.29% |
$224K - $242K
|
10.8K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5+ 0.44% |
$1.01K - $1.09K
|
1.15K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-192- 3.6% |
$38.7K - $41.7K
|
5.14K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
35.8K+ 3594.58% |
$7.21M - $7.79M
|
36.8K
$8.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
166KNew |
$33.5M - $36.2M
|
166K
$37.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 4.05% |
$339K - $366K
|
39.8K
$8.96M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.05% |
$1.01K - $1.09K
|
9.77K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
20.7K+ 1416.58% |
$4.16M - $4.5M
|
22.1K
$4.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
711+ 1061.19% |
$143K - $155K
|
778
$175K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.1K+ 262.96% |
$5.66M - $6.11M
|
38.8K
$8.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
25.4KNew |
$5.11M - $5.52M
|
25.4K
$5.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 926.47% |
$2.37M - $2.56M
|
13.1K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$805 - $870
|
4
$899
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.25K- 1.87% |
$251K - $271K
|
65.6K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.85K- 6.2% |
$575K - $621K
|
43.2K
$9.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
255+ 2.2% |
$51.3K - $55.4K
|
11.9K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
6.08KNew |
$1.22M - $1.32M
|
6.08K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
1.03KNew |
$208K - $224K
|
1.03K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.4K+ 84.64% |
$3.5M - $3.78M
|
37.9K
$8.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3.8K- 9.63% |
$765K - $826K
|
35.6K
$8.01M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-17.6K- 1.35% |
$3.54M - $3.83M
|
1.29M
$290M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-900- 3.02% |
$181K - $196K
|
29K
$6.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-5.79K- 2.66% |
$1.17M - $1.26M
|
212K
$47.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
150New |
$30.2K - $32.6K
|
150
$33.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
57.9K+ 3.42% |
$11.7M - $12.6M
|
1.75M
$394M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50.1K+ 131.71% |
$10.1M - $10.9M
|
88.1K
$19.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
632+ 92.26% |
$127K - $137K
|
1.32K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.28K+ 80.11% |
$258K - $279K
|
2.88K
$648K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
70+ 1.51% |
$14.1K - $15.2K
|
4.71K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.58K+ 171.33% |
$922K - $995K
|
7.25K
$1.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-611- 0.97% |
$123K - $133K
|
62.3K
$14M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.78MNew |
$559M - $604M
|
2.78M
$625M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-20- 24.39% |
$4.03K - $4.35K
|
62
$13.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.15KNew |
$232K - $250K
|
1.15K
$259K
|