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 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.64K- 8.83% |
$322K - $377K
|
17K
$4.02M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
219+ 122.35% |
$43K - $50.3K
|
398
$94.3K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
557+ 10.27% |
$109K - $128K
|
5.98K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
135+ 57.94% |
$26.5K - $31K
|
368
$87.1K
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
1.23KNew |
$241K - $282K
|
1.23K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$2.16K - $2.52K
|
11
$2.6K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-537- 14.91% |
$105K - $123K
|
3.07K
$726K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-17.7K- 1.9% |
$3.48M - $4.07M
|
917K
$217M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
9New |
$1.77K - $2.07K
|
9
$2.13K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
793+ 4.55% |
$156K - $182K
|
18.2K
$4.31M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.66K+ 69.0% |
$1.7M - $1.99M
|
21.2K
$5.02M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
391+ 32.5% |
$76.7K - $89.7K
|
1.59K
$377K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 1.29% |
$19.6K - $22.9K
|
7.68K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
12K+ 18.29% |
$2.35M - $2.75M
|
77.6K
$18.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 50.96% |
$2.2M - $2.57M
|
10.8K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-209- 2.52% |
$41K - $48K
|
8.09K
$1.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.3K- 37.99% |
$452K - $529K
|
3.76K
$891K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
634+ 2.66% |
$124K - $145K
|
24.5K
$5.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-967- 19.98% |
$190K - $222K
|
3.87K
$917K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-329- 7.71% |
$64.5K - $75.5K
|
3.94K
$932K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2- 0.02% |
$392 - $459
|
12.8K
$3.04M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-205- 4.07% |
$40.2K - $47K
|
4.84K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
26.1KNew |
$5.12M - $5.99M
|
26.1K
$6.18M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
79+ 0.83% |
$15.5K - $18.1K
|
9.64K
$2.28M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-232- 6.49% |
$45.5K - $53.2K
|
3.34K
$792K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01K+ 55.14% |
$199K - $232K
|
2.85K
$675K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
87+ 140.32% |
$17.1K - $20K
|
149
$35.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-893- 6.9% |
$175K - $205K
|
12.1K
$2.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-57.3K- 46.32% |
$11.2M - $13.1M
|
66.3K
$15.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
21New |
$4.12K - $4.82K
|
21
$4.97K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
140+ 1.44% |
$27.5K - $32.1K
|
9.88K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-512- 53.0% |
$100K - $117K
|
454
$108K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-92- 0.01% |
$18K - $21.1K
|
1.07M
$254M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
4.2K+ 0.33% |
$824K - $964K
|
1.3M
$307M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13K+ 49.56% |
$2.55M - $2.99M
|
39.3K
$9.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-37- 1.76% |
$7.26K - $8.49K
|
2.07K
$490K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-312- 2.92% |
$61.2K - $71.6K
|
10.4K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
481+ 8.82% |
$94.3K - $110K
|
5.93K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-185- 9.21% |
$36.3K - $42.5K
|
1.82K
$432K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-216- 1.13% |
$42.4K - $49.6K
|
18.9K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.39K+ 140.79% |
$1.06M - $1.24M
|
9.22K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.48K+ 10.89% |
$682K - $797K
|
35.4K
$8.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
447+ 4.31% |
$87.7K - $103K
|
10.8K
$2.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 6.65% |
$304K - $356K
|
24.9K
$5.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
325+ 2.56% |
$63.7K - $74.6K
|
13K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.45K+ 209.74% |
$481K - $563K
|
3.62K
$858K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-663- 1.87% |
$130K - $152K
|
34.8K
$8.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
149New |
$29.2K - $34.2K
|
149
$35.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-491- 28.71% |
$96.3K - $113K
|
1.22K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-463- 30.78% |
$90.8K - $106K
|
1.04K
$247K
|