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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
26+ 0.27% |
$5.1K - $5.97K
|
9.79K
$2.32M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.12K+ 7.8% |
$1.79M - $2.09M
|
126K
$29.8M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-10- 3.58% |
$1.96K - $2.29K
|
269
$63.7K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$392 - $459
|
7.03K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
550+ 3.34% |
$108K - $126K
|
17K
$4.02M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
57+ 1.27% |
$11.2K - $13.1K
|
4.53K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-221- 16.44% |
$43.3K - $50.7K
|
1.12K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
665+ 2.19% |
$130K - $153K
|
31K
$7.35M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.78KNew |
$938K - $1.1M
|
4.78K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 12.7% |
$3.14K - $3.67K
|
142
$33.6K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.9K+ 2.4% |
$4.69M - $5.49M
|
1.02M
$242M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-384- 1.11% |
$75.3K - $88.1K
|
34.2K
$8.09M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.52KNew |
$297K - $348K
|
1.52K
$359K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-548- 2.32% |
$107K - $126K
|
23K
$5.45M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-308- 5.71% |
$60.4K - $70.7K
|
5.09K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1- 0.08% |
$196 - $229
|
1.29K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.8K+ 48.73% |
$549K - $642K
|
8.54K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-511- 0.67% |
$100K - $117K
|
75.5K
$17.9M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.94K+ 35.87% |
$1.36M - $1.59M
|
26.3K
$6.23M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-224- 7.94% |
$43.9K - $51.4K
|
2.6K
$615K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.09% |
$196 - $229
|
1.06K
$250K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.05K- 29.25% |
$401K - $470K
|
4.95K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
11.4K+ 73.49% |
$2.24M - $2.62M
|
27K
$6.39M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
142K+ 63.06% |
$27.8M - $32.6M
|
367K
$86.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.47K+ 0.28% |
$1.07M - $1.26M
|
1.96M
$464M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
119+ 9.95% |
$23.3K - $27.3K
|
1.32K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$392 - $459
|
6.98K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.33K+ 11.43% |
$261K - $306K
|
13K
$3.08M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8- 0.04% |
$1.57K - $1.84K
|
18.5K
$4.38M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-216- 12.53% |
$42.4K - $49.6K
|
1.51K
$357K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.35% |
$392 - $459
|
566
$134K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
32New |
$6.28K - $7.34K
|
32
$7.58K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5- 0.02% |
$981 - $1.15K
|
23.9K
$5.67M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.61K+ 6.33% |
$512K - $599K
|
43.8K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
10.5K+ 14.39% |
$2.06M - $2.41M
|
83.7K
$19.8M
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4- 3.85% |
$784 - $918
|
100
$23.7K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.09K+ 16.35% |
$213K - $249K
|
7.73K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
35+ 9.23% |
$6.86K - $8.03K
|
414
$98K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-178- 4.74% |
$34.9K - $40.8K
|
3.58K
$847K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.29K+ 4.85% |
$842K - $985K
|
92.9K
$22M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
21.1KNew |
$4.13M - $4.83M
|
21.1K
$4.99M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.09K+ 29.48% |
$213K - $249K
|
4.77K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
569+ 2.46% |
$112K - $131K
|
23.7K
$5.61M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-313- 2.62% |
$61.4K - $71.8K
|
11.6K
$2.75M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.24K+ 63.54% |
$243K - $284K
|
3.19K
$755K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.37K+ 3.32% |
$268K - $314K
|
42.6K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-65- 3.75% |
$12.7K - $14.9K
|
1.67K
$395K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 3.13% |
$238K - $279K
|
40K
$9.48M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.4K+ 13.43% |
$9.89M - $11.6M
|
426K
$101M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
50.5K+ 478.83% |
$9.89M - $11.6M
|
61K
$14.4M
|