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 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.03KNew |
$202K - $237K
|
1.03K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.3KNew |
$255K - $299K
|
1.3K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.7K+ 1.93% |
$334K - $391K
|
89.8K
$21.3M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.07KNew |
$406K - $475K
|
2.07K
$491K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.38K+ 12.36% |
$270K - $316K
|
12.5K
$2.97M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
61.9K+ 3.54% |
$12.1M - $14.2M
|
1.81M
$429M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.27K- 89.87% |
$249K - $291K
|
143
$33.9K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-9.45K- 11.54% |
$1.85M - $2.17M
|
72.4K
$17.1M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
11.2KNew |
$2.21M - $2.58M
|
11.2K
$2.66M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-172- 56.95% |
$33.7K - $39.5K
|
130
$30.8K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-5- 16.67% |
$981 - $1.15K
|
25
$5.92K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.8K+ 7.05% |
$352K - $412K
|
27.3K
$6.46M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
154+ 9.33% |
$30.2K - $35.3K
|
1.8K
$427K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.27K+ 107.59% |
$445K - $520K
|
4.37K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
40K+ 55.71% |
$7.85M - $9.18M
|
112K
$26.5M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.34K+ 4.85% |
$263K - $308K
|
29K
$6.86M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-280- 1.72% |
$54.9K - $64.3K
|
16K
$3.79M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
10+ 0.66% |
$1.96K - $2.29K
|
1.54K
$364K
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-47- 1.23% |
$9.22K - $10.8K
|
3.76K
$891K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.25% |
$588 - $688
|
1.18K
$280K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.66K+ 3.69% |
$326K - $381K
|
46.8K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-21- 0.23% |
$4.12K - $4.82K
|
9.04K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.61K+ 80.17% |
$1.49M - $1.75M
|
17.1K
$4.05M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
35K+ 261.89% |
$6.86M - $8.03M
|
48.4K
$11.5M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.15K- 18.99% |
$815K - $953K
|
17.7K
$4.2M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.5K+ 19.32% |
$686K - $803K
|
21.6K
$5.12M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-397- 5.59% |
$77.9K - $91.1K
|
6.7K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
162+ 3.15% |
$31.8K - $37.2K
|
5.3K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-112- 2.65% |
$22K - $25.7K
|
4.12K
$975K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-35- 0.57% |
$6.86K - $8.03K
|
6.09K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.3KNew |
$2.03M - $2.37M
|
10.3K
$2.45M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-5- 0.07% |
$981 - $1.15K
|
7.53K
$1.78M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11New |
$2.16K - $2.52K
|
11
$2.6K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
868+ 69.33% |
$170K - $199K
|
2.12K
$502K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.65K+ 7.82% |
$324K - $380K
|
22.8K
$5.4M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-531- 0.8% |
$104K - $122K
|
66K
$15.6M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
184+ 6.73% |
$36.1K - $42.2K
|
2.92K
$691K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
61+ 4.23% |
$12K - $14K
|
1.5K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
127New |
$24.9K - $29.1K
|
127
$30.1K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3.21K- 72.91% |
$630K - $737K
|
1.19K
$283K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.1K+ 15.2% |
$412K - $482K
|
15.9K
$3.77M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-16- 0.26% |
$3.14K - $3.67K
|
6.07K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1+ 0.08% |
$196 - $229
|
1.2K
$283K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
913+ 2.86% |
$179K - $210K
|
32.9K
$7.78M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
88+ 0.4% |
$17.3K - $20.2K
|
22.2K
$5.26M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-52- 1.1% |
$10.2K - $11.9K
|
4.66K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-176K- 75.84% |
$34.5M - $40.4M
|
56.1K
$13.3M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-87- 6.54% |
$17.1K - $20K
|
1.24K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
249+ 18.14% |
$48.8K - $57.1K
|
1.62K
$384K
|