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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
10.9K+ 42.94% |
$2.14M - $2.5M
|
36.3K
$8.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
991+ 6.73% |
$194K - $227K
|
15.7K
$3.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
268New |
$52.6K - $61.5K
|
268
$63.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.06M- 8.43% |
$208M - $244M
|
11.5M
$2.73B
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
540+ 1.5% |
$106K - $124K
|
36.5K
$8.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-332- 23.27% |
$65.1K - $76.2K
|
1.1K
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
317+ 17.87% |
$62.2K - $72.7K
|
2.09K
$495K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-550- 1.27% |
$108K - $126K
|
42.6K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-569- 6.4% |
$112K - $131K
|
8.32K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-242- 2.87% |
$47.5K - $55.5K
|
8.19K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-29- 0.85% |
$5.69K - $6.65K
|
3.39K
$803K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-19- 0.26% |
$3.73K - $4.36K
|
7.37K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-591- 26.6% |
$116K - $136K
|
1.63K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-7.09K- 3.35% |
$1.39M - $1.63M
|
204K
$48.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-106- 0.58% |
$20.8K - $24.3K
|
18.1K
$4.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.64K+ 40.17% |
$1.5M - $1.75M
|
26.7K
$6.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
21New |
$4.12K - $4.82K
|
21
$4.97K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4.35KNew |
$853K - $998K
|
4.35K
$1.03M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
474+ 8.27% |
$93K - $109K
|
6.21K
$1.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-105- 0.89% |
$20.6K - $24.1K
|
11.7K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-33- 2.24% |
$6.47K - $7.57K
|
1.44K
$341K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.58K- 23.75% |
$897K - $1.05M
|
14.7K
$3.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.01K- 6.79% |
$198K - $232K
|
13.9K
$3.29M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-78- 9.33% |
$15.3K - $17.9K
|
758
$180K
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.96K- 2.0% |
$384K - $450K
|
95.9K
$22.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-120- 3.06% |
$23.5K - $27.5K
|
3.8K
$899K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-77- 0.66% |
$15.1K - $17.7K
|
11.6K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22.8K+ 194.25% |
$4.47M - $5.24M
|
34.6K
$8.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-183- 2.66% |
$35.9K - $42K
|
6.69K
$1.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.65K+ 2.64% |
$323K - $378K
|
64K
$15.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-2.47K- 8.17% |
$484K - $567K
|
27.8K
$6.58M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.81K+ 37.46% |
$551K - $645K
|
10.3K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-849- 13.85% |
$167K - $195K
|
5.28K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
39New |
$7.65K - $8.95K
|
39
$9.24K
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
72+ 1.0% |
$14.1K - $16.5K
|
7.31K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-12- 0.85% |
$2.35K - $2.75K
|
1.4K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.78K- 0.93% |
$545K - $637K
|
297K
$70.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-149- 9.93% |
$29.2K - $34.2K
|
1.35K
$320K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
101+ 8.37% |
$19.8K - $23.2K
|
1.31K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.2K- 12.13% |
$5.14M - $6.01M
|
190K
$44.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-155- 3.71% |
$30.4K - $35.6K
|
4.02K
$952K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
25+ 7.23% |
$4.9K - $5.74K
|
371
$87.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2+ 0.07% |
$392 - $459
|
2.73K
$645K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.83K+ 21.96% |
$359K - $420K
|
10.2K
$2.41M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-47- 1.97% |
$9.22K - $10.8K
|
2.33K
$553K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
77New |
$15.1K - $17.7K
|
77
$18.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-4- 2.19% |
$784 - $918
|
179
$42.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-408- 6.42% |
$80K - $93.6K
|
5.95K
$1.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-333- 15.96% |
$65.3K - $76.4K
|
1.75K
$415K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
10+ 0.25% |
$1.96K - $2.29K
|
4.01K
$949K
|