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 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
728+ 5.62% |
$143K - $167K
|
13.7K
$3.24M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-336- 15.36% |
$65.9K - $77.1K
|
1.85K
$439K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.59KNew |
$312K - $365K
|
1.59K
$377K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
50+ 13.85% |
$9.81K - $11.5K
|
411
$97.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 0.05% |
$392 - $459
|
4.43K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
116+ 4.38% |
$22.7K - $26.6K
|
2.77K
$655K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
46+ 1.88% |
$9.02K - $10.6K
|
2.5K
$591K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.21KNew |
$237K - $278K
|
1.21K
$287K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
23.8KNew |
$4.66M - $5.46M
|
23.8K
$5.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-42- 2.31% |
$8.24K - $9.64K
|
1.78K
$420K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.6K+ 10.25% |
$313K - $366K
|
17.2K
$4.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-160- 97.56% |
$31.4K - $36.7K
|
4
$947
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
157+ 14.23% |
$30.8K - $36K
|
1.26K
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.13K- 50.87% |
$1.01M - $1.18M
|
4.95K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-344- 19.24% |
$67.5K - $78.9K
|
1.44K
$342K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-10- 0.56% |
$1.96K - $2.29K
|
1.78K
$420K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
120+ 3.61% |
$23.5K - $27.5K
|
3.45K
$817K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.18K+ 3.3% |
$427K - $499K
|
68.1K
$16.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
16+ 1.29% |
$3.14K - $3.67K
|
1.25K
$296K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1+ 1.12% |
$196 - $229
|
90
$21.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.67K+ 8.39% |
$524K - $613K
|
34.5K
$8.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-40- 3.07% |
$7.84K - $9.18K
|
1.26K
$299K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-16- 3.86% |
$3.14K - $3.67K
|
399
$94.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-285- 3.91% |
$55.9K - $65.4K
|
7K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-267- 8.4% |
$52.4K - $61.3K
|
2.91K
$690K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
497+ 8.07% |
$97.5K - $114K
|
6.65K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-143- 8.49% |
$28K - $32.8K
|
1.54K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
219+ 9.87% |
$43K - $50.3K
|
2.44K
$577K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
45+ 1.18% |
$8.83K - $10.3K
|
3.85K
$912K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-26.4K- 15.86% |
$5.17M - $6.05M
|
140K
$33.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-166- 8.13% |
$32.6K - $38.1K
|
1.88K
$444K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
81+ 0.68% |
$15.9K - $18.6K
|
12K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-495- 5.01% |
$97.1K - $114K
|
9.39K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
31+ 0.93% |
$6.08K - $7.11K
|
3.38K
$800K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-1.8K- 26.51% |
$353K - $413K
|
4.99K
$1.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-8- 0.27% |
$1.57K - $1.84K
|
2.98K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.63KNew |
$1.5M - $1.75M
|
7.63K
$1.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
523New |
$103K - $120K
|
523
$124K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.86K+ 246525.0% |
$1.93M - $2.26M
|
9.87K
$2.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
22+ 1.22% |
$4.31K - $5.05K
|
1.82K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.95K+ 6.82% |
$1.76M - $2.05M
|
140K
$33.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13New |
$2.55K - $2.98K
|
13
$3.08K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-346- 2.25% |
$67.9K - $79.4K
|
15.1K
$3.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.21K+ 59.93% |
$237K - $277K
|
3.22K
$763K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-236- 3.21% |
$46.3K - $54.2K
|
7.13K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 35.59% |
$4.12K - $4.82K
|
38
$9K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-22- 7.17% |
$4.31K - $5.05K
|
285
$67.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-2.04K- 84.32% |
$401K - $469K
|
380
$90K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-27.7K- 42.17% |
$5.42M - $6.35M
|
37.9K
$8.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.17KNew |
$229K - $268K
|
1.17K
$276K
|