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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-883- 2.28% |
$178K - $192K
|
37.8K
$7.64M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.62KNew |
$930K - $1M
|
4.62K
$933K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
18.5KNew |
$3.72M - $4.02M
|
18.5K
$3.73M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
851New |
$171K - $185K
|
851
$172K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-277- 1.38% |
$55.8K - $60.2K
|
19.7K
$3.99M
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
19.9K+ 192.78% |
$4.01M - $4.33M
|
30.2K
$6.11M
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
12.9KNew |
$2.61M - $2.82M
|
12.9K
$2.62M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
100New |
$20.1K - $21.7K
|
100
$20.2K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.22KNew |
$850K - $918K
|
4.22K
$853K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
234New |
$47.1K - $50.9K
|
234
$47.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4.4KNew |
$887K - $958K
|
4.4K
$889K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.15KNew |
$232K - $250K
|
1.15K
$233K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.86K+ 14.54% |
$776K - $839K
|
30.4K
$6.14M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.87KNew |
$376K - $406K
|
1.87K
$377K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.71K+ 106.65% |
$1.55M - $1.68M
|
14.9K
$3.02M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.93K- 56.27% |
$388K - $419K
|
1.5K
$302K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
23New |
$4.63K - $5K
|
23
$4.64K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.81KNew |
$363K - $392K
|
1.81K
$365K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-668- 6.81% |
$134K - $145K
|
9.15K
$1.85M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
24.4K+ 22.4% |
$4.92M - $5.31M
|
133K
$26.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-928- 5.39% |
$187K - $202K
|
16.3K
$3.29M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.19KNew |
$239K - $259K
|
1.19K
$240K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
89New |
$17.9K - $19.4K
|
89
$18K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
32KNew |
$6.43M - $6.95M
|
32K
$6.45M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-286- 9.23% |
$57.6K - $62.2K
|
2.81K
$568K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
135+ 465.52% |
$27.2K - $29.4K
|
164
$33.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.77K+ 75.41% |
$959K - $1.04M
|
11.1K
$2.24M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.56K- 83.17% |
$1.92M - $2.08M
|
1.93K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.56K+ 7.1% |
$315K - $340K
|
23.6K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-68.1K- 37.14% |
$13.7M - $14.8M
|
115K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.7K- 24.73% |
$2.15M - $2.32M
|
32.4K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
73.1KNew |
$14.7M - $15.9M
|
73.1K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.5K+ 380.69% |
$2.52M - $2.72M
|
15.8K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.6K+ 51.42% |
$8.97M - $9.69M
|
131K
$26.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$2.23M - $2.41M
|
11.1K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.11K+ 84.49% |
$224K - $242K
|
2.43K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12K+ 175.06% |
$2.41M - $2.6M
|
18.8K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
416K+ 859.3% |
$83.7M - $90.4M
|
464K
$93.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
150KNew |
$30.2M - $32.6M
|
150K
$30.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 9.25% |
$269K - $291K
|
13.1K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.35KNew |
$272K - $294K
|
1.35K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.43K- 4.31% |
$488K - $527K
|
53.8K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.04KNew |
$1.02M - $1.1M
|
5.04K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
97New |
$19.5K - $21.1K
|
97
$19.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.95K+ 11.63% |
$393K - $424K
|
18.7K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
308K+ 25.24% |
$62M - $67M
|
1.53M
$309M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-184- 14.7% |
$37K - $40K
|
1.07K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
11.1KNew |
$2.24M - $2.42M
|
11.1K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.05KNew |
$211K - $227K
|
1.05K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
387+ 24.76% |
$77.9K - $84.1K
|
1.95K
$394K
|