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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-98- 7.66% |
$19.7K - $21.3K
|
1.18K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
2.29K+ 25433.33% |
$461K - $498K
|
2.3K
$544K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
1.64KNew |
$331K - $357K
|
1.64K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-43- 1.77% |
$8.66K - $9.35K
|
2.38K
$564K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
115New |
$23.2K - $25K
|
115
$27.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7.19KNew |
$1.45M - $1.56M
|
7.19K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
315KNew |
$63.4M - $68.5M
|
315K
$74.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 16.67% |
$201 - $217
|
5
$1.18K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$592K - $639K
|
2.94K
$696K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$3.25M - $3.51M
|
16.1K
$3.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.03K- 8.12% |
$1.01M - $1.09M
|
57K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-44- 22.11% |
$8.86K - $9.57K
|
155
$36.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-60- 19.35% |
$12.1K - $13K
|
250
$59.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2- 5.0% |
$403 - $435
|
38
$9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.75KNew |
$1.76M - $1.9M
|
8.75K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$805 - $870
|
4
$947
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
1.03KNew |
$208K - $224K
|
1.03K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
150New |
$30.2K - $32.6K
|
150
$35.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
632+ 92.26% |
$127K - $137K
|
1.32K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.25KNew |
$252K - $272K
|
1.25K
$296K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-234- 27.3% |
$47.1K - $50.9K
|
623
$148K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
120New |
$24.2K - $26.1K
|
120
$28.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
743New |
$150K - $162K
|
743
$176K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-57.2K- 97.9% |
$11.5M - $12.4M
|
1.23K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.63KNew |
$530K - $573K
|
2.63K
$624K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
120+ 59.41% |
$24.2K - $26.1K
|
322
$76.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.06K- 1.93% |
$615K - $664K
|
155K
$36.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.73K+ 126.93% |
$549K - $593K
|
4.88K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.92KNew |
$387K - $418K
|
1.92K
$455K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.6K- 75.69% |
$322K - $348K
|
514
$122K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1KNew |
$202K - $218K
|
1K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
800+ 8.51% |
$161K - $174K
|
10.2K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.59KNew |
$320K - $346K
|
1.59K
$377K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 0.27% |
$403 - $435
|
737
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-72.7K- 98.58% |
$14.6M - $15.8M
|
1.05K
$249K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1- 0.04% |
$201 - $217
|
2.52K
$597K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
983New |
$198K - $214K
|
983
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-15- 0.79% |
$3.02K - $3.26K
|
1.88K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.37KNew |
$477K - $515K
|
2.37K
$561K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 0.21% |
$1.61K - $1.74K
|
3.85K
$912K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-146- 9.6% |
$29.4K - $31.7K
|
1.38K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$201 - $217
|
1.09K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
12.8KNew |
$2.58M - $2.79M
|
12.8K
$3.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$201 - $217
|
2.79K
$660K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
36New |
$7.25K - $7.83K
|
36
$8.53K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
16New |
$3.22K - $3.48K
|
16
$3.79K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
15.1KNew |
$3.05M - $3.29M
|
15.1K
$3.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9+ 0.54% |
$1.81K - $1.96K
|
1.69K
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.19K+ 6.34% |
$1.04M - $1.13M
|
87K
$20.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
25+ 0.35% |
$5.03K - $5.44K
|
7.2K
$1.7M
|