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 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
352+ 13.46% |
$69K - $80.8K
|
2.97K
$703K
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
13.6KNew |
$2.67M - $3.13M
|
13.6K
$3.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
214New |
$42K - $49.1K
|
214
$50.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
758+ 6.99% |
$149K - $174K
|
11.6K
$2.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-333- 22.21% |
$65.3K - $76.4K
|
1.17K
$276K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-228- 3.53% |
$44.7K - $52.3K
|
6.22K
$1.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 3.5% |
$6.67K - $7.8K
|
937
$222K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
34+ 2.91% |
$6.67K - $7.8K
|
1.2K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
668+ 3.47% |
$131K - $153K
|
19.9K
$4.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-215- 15.69% |
$42.2K - $49.3K
|
1.16K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-50- 16.67% |
$9.81K - $11.5K
|
250
$59.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.1K+ 112.29% |
$1.98M - $2.31M
|
19K
$4.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
888+ 57.74% |
$174K - $204K
|
2.43K
$575K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 2.31% |
$19.6K - $22.9K
|
4.43K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-80- 7.19% |
$15.7K - $18.4K
|
1.03K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2+ 0.15% |
$392 - $459
|
1.33K
$314K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-557- 20.12% |
$109K - $128K
|
2.21K
$524K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.17K+ 165.62% |
$425K - $498K
|
3.48K
$823K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.06KNew |
$208K - $243K
|
1.06K
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-110- 4.15% |
$21.6K - $25.2K
|
2.54K
$601K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.81K+ 74.1% |
$748K - $875K
|
8.96K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-24- 0.38% |
$4.71K - $5.51K
|
6.24K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
65.5K+ 200.53% |
$12.8M - $15M
|
98.1K
$23.2M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18New |
$3.53K - $4.13K
|
18
$4.26K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
862+ 13.48% |
$169K - $198K
|
7.26K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
91+ 1.7% |
$17.8K - $20.9K
|
5.45K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-7.33K- 49.35% |
$1.44M - $1.68M
|
7.53K
$1.78M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-156- 27.96% |
$30.6K - $35.8K
|
402
$95.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-754- 10.71% |
$148K - $173K
|
6.29K
$1.49M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-164- 2.81% |
$32.2K - $37.6K
|
5.67K
$1.34M
|
|
| Q4 2024 | |||||||
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
38.1KNew |
$7.67M - $8.29M
|
38.1K
$9.02M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.6K- 14.7% |
$9.58M - $10.4M
|
276K
$65.4M
|
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
221KNew |
$44.6M - $48.1M
|
221K
$52.4M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.12KNew |
$225K - $243K
|
1.12K
$265K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
142New |
$28.6K - $30.9K
|
142
$33.6K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.07KNew |
$215K - $232K
|
1.07K
$253K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.62KNew |
$930K - $1M
|
4.62K
$1.09M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
851New |
$171K - $185K
|
851
$202K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
100New |
$20.1K - $21.7K
|
100
$23.7K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.22KNew |
$850K - $918K
|
4.22K
$1M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.71K+ 106.65% |
$1.55M - $1.68M
|
14.9K
$3.54M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
23New |
$4.63K - $5K
|
23
$5.45K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-286- 9.23% |
$57.6K - $62.2K
|
2.81K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
150KNew |
$30.2M - $32.6M
|
150K
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.35KNew |
$272K - $294K
|
1.35K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.04KNew |
$1.02M - $1.1M
|
5.04K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
323New |
$65K - $70.2K
|
323
$76.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.4K- 52.4% |
$2.3M - $2.49M
|
10.4K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
7New |
$1.41K - $1.52K
|
7
$1.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.84KNew |
$975K - $1.05M
|
4.84K
$1.15M
|
|