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 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
2KNew |
$305K - $378K
|
2K
$419K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.49KNew |
$227K - $282K
|
1.49K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
381KNew |
$58M - $72M
|
381K
$79.8M
|
|
|
May 15, 2024
Q1 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
100KNew |
$15.2M - $18.9M
|
100K
$21M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
27.5KNew |
$4.19M - $5.2M
|
27.5K
$5.77M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
102+ 9.26% |
$15.5K - $19.3K
|
1.2K
$253K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-89- 88.12% |
$13.6K - $16.8K
|
12
$2.52K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-546- 11.72% |
$83.2K - $103K
|
4.11K
$862K
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
15.7KNew |
$2.39M - $2.97M
|
15.7K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
150KNew |
$22.8M - $28.4M
|
150K
$31.5M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 73.33% |
$1.68K - $2.08K
|
4
$839
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.11KNew |
$169K - $210K
|
1.11K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.09KNew |
$471K - $585K
|
3.09K
$649K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
26New |
$3.96K - $4.92K
|
26
$5.45K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.9KNew |
$746K - $927K
|
4.9K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.26KNew |
$343K - $427K
|
2.26K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 8.82% |
$1.56M - $1.94M
|
126K
$26.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.9K+ 138.79% |
$2.26M - $2.81M
|
25.6K
$5.36M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
20New |
$3.05K - $3.78K
|
20
$4.19K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
76New |
$11.6K - $14.4K
|
76
$15.9K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.64KNew |
$250K - $310K
|
1.64K
$344K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
18.3KNew |
$2.79M - $3.46M
|
18.3K
$3.84M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
1.5KNew |
$228K - $284K
|
1.5K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
18.6KNew |
$2.84M - $3.53M
|
18.6K
$3.91M
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.18KNew |
$485K - $602K
|
3.18K
$667K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.47K- 38.74% |
$681K - $846K
|
7.07K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.01KNew |
$1.22M - $1.52M
|
8.01K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1- 0.68% |
$152 - $189
|
146
$30.6K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
10New |
$1.52K - $1.89K
|
10
$2.1K
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6- 0.41% |
$914 - $1.14K
|
1.44K
$303K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.03KNew |
$309K - $384K
|
2.03K
$426K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.33KNew |
$202K - $251K
|
1.33K
$278K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
126New |
$19.2K - $23.8K
|
126
$26.4K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
CALL |
40.2KNew |
$6.12M - $7.61M
|
40.2K
$8.43M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-123- 2.23% |
$18.7K - $23.3K
|
5.4K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.02KNew |
$612K - $761K
|
4.02K
$843K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.86KNew |
$283K - $352K
|
1.86K
$390K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-20- 1.51% |
$3.05K - $3.78K
|
1.3K
$273K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$197K - $244K
|
1.29K
$271K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
512New |
$78K - $96.9K
|
512
$107K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3KNew |
$457K - $568K
|
3K
$629K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.39KNew |
$363K - $451K
|
2.39K
$500K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
630New |
$96K - $119K
|
630
$132K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.2KNew |
$335K - $417K
|
2.2K
$462K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 5.25% |
$3.5K - $4.35K
|
415
$87K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-294- 17.92% |
$44.8K - $55.6K
|
1.35K
$283K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$239K - $297K
|
1.57K
$329K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.71K+ 15.44% |
$260K - $323K
|
12.8K
$2.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-216- 10.85% |
$32.9K - $40.9K
|
1.78K
$372K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-303- 82.11% |
$46.2K - $57.3K
|
66
$13.8K
|