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 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-7- 0.26% |
$1.23K - $1.42K
|
2.68K
$559K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-75- 2.62% |
$13.2K - $15.2K
|
2.79K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
113+ 1.86% |
$19.8K - $23K
|
6.2K
$1.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-451- 6.12% |
$79.1K - $91.7K
|
6.91K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
221+ 7.79% |
$38.8K - $44.9K
|
3.06K
$638K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-628- 1.9% |
$110K - $128K
|
32.4K
$6.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-53- 1.24% |
$9.3K - $10.8K
|
4.23K
$883K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.33K- 28.39% |
$233K - $270K
|
3.35K
$700K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$241K - $279K
|
1.37K
$287K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
296+ 57.14% |
$51.9K - $60.2K
|
814
$170K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-85- 4.12% |
$14.9K - $17.3K
|
1.98K
$413K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-11- 0.25% |
$1.93K - $2.24K
|
4.31K
$899K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-49- 0.65% |
$8.6K - $9.96K
|
7.49K
$1.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-320- 7.67% |
$56.1K - $65.1K
|
3.85K
$804K
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-757- 5.35% |
$133K - $154K
|
13.4K
$2.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
386New |
$67.7K - $78.5K
|
386
$80.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
86+ 1.85% |
$15.1K - $17.5K
|
4.73K
$988K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
541+ 2.59% |
$94.9K - $110K
|
21.4K
$4.47M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 1.48% |
$8.77K - $10.2K
|
3.32K
$694K
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-12- 0.16% |
$2.11K - $2.44K
|
7.69K
$1.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
661New |
$116K - $134K
|
661
$138K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.66K- 9.81% |
$291K - $337K
|
15.2K
$3.18M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.33K- 82.12% |
$1.11M - $1.29M
|
1.38K
$288K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-302- 2.63% |
$53K - $61.4K
|
11.2K
$2.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
471+ 5.53% |
$82.6K - $95.8K
|
8.98K
$1.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-25- 1.62% |
$4.39K - $5.08K
|
1.52K
$317K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
177+ 2.24% |
$31.1K - $36K
|
8.08K
$1.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-7- 0.12% |
$1.23K - $1.42K
|
5.85K
$1.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-423- 10.87% |
$74.2K - $86K
|
3.47K
$724K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-20.2K- 3.95% |
$3.55M - $4.11M
|
492K
$103M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.97K+ 25.61% |
$521K - $604K
|
14.6K
$3.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-5.13K- 28.47% |
$900K - $1.04M
|
12.9K
$2.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
17.7K+ 76.3% |
$3.1M - $3.59M
|
40.9K
$8.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-26- 1.78% |
$4.56K - $5.29K
|
1.44K
$300K
|
|
|
Oct 08, 2024
Q3 2024
|
Unison Advisors LLC
|
BUY
|
- |
429+ 1.94% |
$75.3K - $87.2K
|
22.6K
$4.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.02% |
$175 - $203
|
5.35K
$1.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.47K- 74.78% |
$783K - $908K
|
1.51K
$314K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-828- 42.05% |
$145K - $168K
|
1.14K
$238K
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
1.01KNew |
$177K - $205K
|
1.01K
$211K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-794- 6.09% |
$139K - $161K
|
12.2K
$2.56M
|
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-134- 0.7% |
$23.5K - $27.2K
|
19K
$3.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
127+ 7.24% |
$22.3K - $25.8K
|
1.88K
$393K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
2.95K+ 20.0% |
$518K - $600K
|
17.7K
$3.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-112- 2.31% |
$19.7K - $22.8K
|
4.74K
$990K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
5.04K+ 1.81% |
$883K - $1.02M
|
283K
$59.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
198+ 46.37% |
$34.7K - $40.3K
|
625
$131K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.89K- 45.39% |
$331K - $384K
|
2.27K
$475K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-10- 0.14% |
$1.75K - $2.03K
|
7.3K
$1.52M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-142- 2.2% |
$24.9K - $28.9K
|
6.31K
$1.32M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14+ 8.92% |
$2.46K - $2.85K
|
171
$35.7K
|