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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-76- 3.71% |
$13.3K - $15.5K
|
1.97K
$414K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78K- 19.99% |
$13.7M - $15.9M
|
312K
$65.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-431- 29.6% |
$75.6K - $87.6K
|
1.03K
$215K
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-701- 0.82% |
$123K - $143K
|
85.2K
$17.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-36- 0.53% |
$6.32K - $7.32K
|
6.8K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-4.37K- 5.13% |
$767K - $888K
|
80.7K
$16.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-26- 1.81% |
$4.56K - $5.29K
|
1.41K
$295K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.96K+ 186.34% |
$345K - $399K
|
3.02K
$633K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-173- 5.47% |
$30.4K - $35.2K
|
2.99K
$626K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.41K- 59.64% |
$774K - $897K
|
2.99K
$626K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-211- 3.43% |
$37K - $42.9K
|
5.94K
$1.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-265- 8.2% |
$46.5K - $53.9K
|
2.97K
$622K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.34K+ 2.6% |
$1.29M - $1.49M
|
289K
$60.7M
|
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-147- 10.4% |
$25.8K - $29.9K
|
1.27K
$266K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-301- 8.44% |
$52.8K - $61.2K
|
3.27K
$685K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.19% |
$526 - $610
|
1.55K
$324K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-825- 3.37% |
$145K - $168K
|
23.7K
$4.97M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
327+ 12.12% |
$57.4K - $66.5K
|
3.03K
$635K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.56K- 20.83% |
$274K - $317K
|
5.93K
$1.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-13- 0.91% |
$2.28K - $2.64K
|
1.41K
$295K
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-6.27K- 53.62% |
$1.1M - $1.27M
|
5.42K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-79.7K- 6.51% |
$14M - $16.2M
|
1.14M
$240M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2K+ 33.85% |
$351K - $407K
|
7.91K
$1.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-818- 9.01% |
$144K - $166K
|
8.27K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-298- 0.51% |
$52.3K - $60.6K
|
58.5K
$12.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-178- 8.69% |
$31.2K - $36.2K
|
1.87K
$392K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 14.68% |
$17.5K - $20.3K
|
581
$122K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
538+ 1.53% |
$94.4K - $109K
|
35.6K
$7.48M
|
|
|
Oct 16, 2024
Q3 2024
|
Strid Group, LLC
|
BUY
|
- |
1.23KNew |
$216K - $250K
|
1.23K
$258K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-3.86K- 42.15% |
$677K - $784K
|
5.3K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
276New |
$48.4K - $56.1K
|
276
$57.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-103- 4.36% |
$18.1K - $20.9K
|
2.26K
$473K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.18K+ 96.63% |
$382K - $442K
|
4.43K
$929K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-111- 4.91% |
$19.5K - $22.6K
|
2.15K
$451K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.11KNew |
$195K - $225K
|
1.11K
$233K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.07% |
$175 - $203
|
1.39K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.1K- 14.54% |
$544K - $631K
|
18.2K
$3.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.58K+ 1.99% |
$629K - $729K
|
183K
$38.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-348- 13.74% |
$61.1K - $70.7K
|
2.19K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-110- 1.91% |
$19.3K - $22.4K
|
5.65K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-311- 3.7% |
$54.6K - $63.2K
|
8.11K
$1.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.2KNew |
$386K - $447K
|
2.2K
$461K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.85KNew |
$325K - $376K
|
1.85K
$388K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 0.05% |
$351 - $407
|
4.43K
$929K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
1KNew |
$175K - $203K
|
1K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-302- 4.8% |
$53K - $61.4K
|
6K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-70- 4.29% |
$12.3K - $14.2K
|
1.56K
$328K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.43KNew |
$252K - $292K
|
1.43K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.21KNew |
$212K - $245K
|
1.21K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-55- 0.69% |
$9.65K - $11.2K
|
7.96K
$1.67M
|