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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
201+ 40.36% |
$27.9K - $29.6K
|
699
$147K
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
25New |
$3.47K - $3.69K
|
25
$5.24K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-17- 85.0% |
$2.36K - $2.51K
|
3
$629
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5Closed |
$695 - $737
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8+ 3.74% |
$1.11K - $1.18K
|
222
$46.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
739New |
$103K - $109K
|
739
$155K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
98New |
$13.6K - $14.4K
|
98
$20.6K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$1.67K - $1.77K
|
12
$2.52K
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-847- 10.25% |
$118K - $125K
|
7.41K
$1.55M
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.31K+ 2.45% |
$181K - $192K
|
54.5K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
39.5KNew |
$5.49M - $5.83M
|
39.5K
$8.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
656New |
$91.1K - $96.7K
|
656
$138K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-419- 16.58% |
$58.2K - $61.8K
|
2.11K
$442K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2New |
$278 - $295
|
2
$419
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-800- 2.87% |
$111K - $118K
|
27K
$5.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10- 0.21% |
$1.39K - $1.47K
|
4.73K
$993K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.11K- 31.51% |
$849K - $900K
|
13.3K
$2.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-29- 39.19% |
$4.03K - $4.27K
|
45
$9.44K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.03K- 15.96% |
$143K - $152K
|
5.43K
$1.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11- 17.19% |
$1.53K - $1.62K
|
53
$11.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-105- 23.7% |
$14.6K - $15.5K
|
338
$70.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
4.9KNew |
$681K - $722K
|
4.9K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-632- 23.58% |
$87.8K - $93.2K
|
2.05K
$430K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-45- 14.15% |
$6.25K - $6.63K
|
273
$57.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28.8KNew |
$4M - $4.25M
|
28.8K
$6.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.57KNew |
$496K - $527K
|
3.57K
$749K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.85K- 2.16% |
$395K - $420K
|
129K
$27M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
291New |
$40.4K - $42.9K
|
291
$61K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
131New |
$18.2K - $19.3K
|
131
$27.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-73- 47.1% |
$10.1K - $10.8K
|
82
$17.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-67- 1.94% |
$9.31K - $9.88K
|
3.39K
$711K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.06K- 96.81% |
$842K - $893K
|
200
$41.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13+ 0.18% |
$1.81K - $1.92K
|
7.32K
$1.54M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
7.74KNew |
$1.08M - $1.14M
|
7.74K
$1.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.09K- 39.45% |
$151K - $160K
|
1.67K
$350K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-387- 17.55% |
$53.8K - $57K
|
1.82K
$381K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-490- 20.99% |
$68.1K - $72.2K
|
1.85K
$387K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4- 57.14% |
$556 - $590
|
3
$629
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1K- 15.76% |
$139K - $147K
|
5.35K
$1.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-12.6K- 78.68% |
$1.75M - $1.85M
|
3.41K
$715K
|
|
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-28.6K- 94.91% |
$3.97M - $4.21M
|
1.53K
$321K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-171Closed |
$23.8K - $25.2K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
155New |
$21.5K - $22.8K
|
155
$32.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
400New |
$55.6K - $59K
|
400
$83.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
136+ 7.48% |
$18.9K - $20K
|
1.96K
$410K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
15New |
$2.08K - $2.21K
|
15
$3.15K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16New |
$2.22K - $2.36K
|
16
$3.36K
|
|
| Q2 2023 | |||||||
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-273Closed |
$37K - $39.4K
|
0
$0
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35New |
$4.74K - $5.06K
|
35
$7.34K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-530- 53.11% |
$71.8K - $76.6K
|
468
$98.2K
|
|