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 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-1.53K- 11.4% |
$300K - $351K
|
11.9K
$2.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
39+ 1.39% |
$7.65K - $8.95K
|
2.85K
$674K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.22K+ 0.76% |
$239K - $280K
|
161K
$38.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2- 0.01% |
$392 - $459
|
13.5K
$3.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
25.1K+ 1651.75% |
$4.91M - $5.75M
|
26.6K
$6.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.12K+ 5.22% |
$1M - $1.17M
|
103K
$24.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3+ 0.1% |
$588 - $688
|
3.03K
$718K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-206- 19.11% |
$40.4K - $47.3K
|
872
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
154+ 7.12% |
$30.2K - $35.3K
|
2.32K
$549K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
71.9K+ 187.6% |
$14.1M - $16.5M
|
110K
$26.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
67+ 3.86% |
$13.1K - $15.4K
|
1.8K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-183K- 26.6% |
$36M - $42.1M
|
506K
$120M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-61- 4.83% |
$12K - $14K
|
1.2K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
301+ 20.11% |
$59K - $69.1K
|
1.8K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23.3K- 1.9% |
$4.57M - $5.34M
|
1.2M
$285M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
41+ 3.83% |
$8.04K - $9.41K
|
1.11K
$263K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2+ 0.23% |
$392 - $459
|
865
$205K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-505- 30.89% |
$99K - $116K
|
1.13K
$268K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-6- 0.48% |
$1.18K - $1.38K
|
1.23K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
15.8KNew |
$3.09M - $3.62M
|
15.8K
$3.73M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
54+ 10.42% |
$10.6K - $12.4K
|
572
$135K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-136- 11.88% |
$26.7K - $31.2K
|
1.01K
$239K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
17+ 0.63% |
$3.33K - $3.9K
|
2.72K
$644K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
35.6KNew |
$6.98M - $8.16M
|
35.6K
$8.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$196 - $229
|
2.01K
$475K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
333+ 1.78% |
$65.3K - $76.4K
|
19.1K
$4.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.32KNew |
$258K - $302K
|
1.32K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
14.9K+ 678.49% |
$2.91M - $3.41M
|
17K
$4.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.8K- 64.19% |
$941K - $1.1M
|
2.68K
$634K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.4K+ 1.78% |
$471K - $552K
|
137K
$32.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$361K - $423K
|
1.84K
$436K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-169K- 68.43% |
$33.1M - $38.7M
|
77.9K
$18.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.62K- 24.17% |
$317K - $371K
|
5.08K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.16KNew |
$228K - $266K
|
1.16K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$245K - $287K
|
1.25K
$296K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 21.85% |
$256K - $300K
|
4.67K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
161New |
$31.6K - $36.9K
|
161
$38.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-178- 12.31% |
$34.9K - $40.8K
|
1.27K
$300K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.24K- 6.83% |
$243K - $284K
|
16.9K
$4M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.3K+ 8.35% |
$1.63M - $1.91M
|
108K
$25.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.15K+ 18.62% |
$226K - $264K
|
7.33K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-158- 2.73% |
$31K - $36.3K
|
5.63K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
20+ 1.17% |
$3.92K - $4.59K
|
1.72K
$408K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.42K+ 2.2% |
$868K - $1.02M
|
206K
$48.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-391- 17.94% |
$76.7K - $89.7K
|
1.79K
$424K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-10- 0.31% |
$1.96K - $2.29K
|
3.23K
$765K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
249+ 22.89% |
$48.8K - $57.1K
|
1.34K
$317K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
227+ 18.82% |
$44.5K - $52.1K
|
1.43K
$339K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6KNew |
$1.18M - $1.38M
|
6K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.37K+ 119.1% |
$269K - $315K
|
2.52K
$598K
|