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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.52KNew |
$206K - $219K
|
1.52K
$318K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-35- 1.61% |
$4.74K - $5.06K
|
2.13K
$448K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-100- 6.17% |
$13.6K - $14.4K
|
1.52K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-18.5K- 78.62% |
$2.51M - $2.67M
|
5.03K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.39KNew |
$188K - $201K
|
1.39K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-53- 28.8% |
$7.18K - $7.66K
|
131
$27.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.16K+ 21.79% |
$835K - $890K
|
34.4K
$7.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
544+ 172.15% |
$73.7K - $78.6K
|
860
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.1KNew |
$284K - $303K
|
2.1K
$440K
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
6New |
$813 - $867
|
6
$1.26K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.21KNew |
$841K - $896K
|
6.21K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.6K- 32.84% |
$894K - $954K
|
13.5K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.54K- 18.93% |
$209K - $223K
|
6.6K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-19- 10.0% |
$2.57K - $2.74K
|
171
$35.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-206- 0.13% |
$27.9K - $29.8K
|
161K
$33.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
319New |
$43.2K - $46.1K
|
319
$66.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-65K- 26.88% |
$8.81M - $9.39M
|
177K
$37.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
140New |
$19K - $20.2K
|
140
$29.4K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-500- 11.39% |
$67.8K - $72.2K
|
3.89K
$816K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
263New |
$35.6K - $38K
|
263
$55.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.06K- 83.05% |
$143K - $153K
|
216
$45.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
79+ 3.99% |
$10.7K - $11.4K
|
2.06K
$432K
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-200- 8.12% |
$27.1K - $28.9K
|
2.26K
$475K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-11- 0.61% |
$1.49K - $1.59K
|
1.79K
$375K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12K- 88.89% |
$1.62M - $1.73M
|
1.5K
$314K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1New |
$136 - $144
|
1
$210
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-7- 0.98% |
$949 - $1.01K
|
706
$148K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
12.7KNew |
$1.72M - $1.83M
|
12.7K
$2.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-237- 10.05% |
$32.1K - $34.2K
|
2.12K
$445K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 84.25% |
$157K - $167K
|
216
$45.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.78KNew |
$377K - $402K
|
2.78K
$583K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 11.11% |
$27.1K - $28.9K
|
1.6K
$336K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-921- 30.35% |
$125K - $133K
|
2.11K
$443K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.29% |
$271 - $289
|
700
$147K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
16.1KNew |
$2.19M - $2.33M
|
16.1K
$3.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-62- 3.01% |
$8.4K - $8.96K
|
2K
$419K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-310- 17.73% |
$42K - $44.8K
|
1.44K
$302K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
169+ 89.89% |
$22.9K - $24.4K
|
357
$74.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-90- 22.96% |
$12.2K - $13K
|
302
$63.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
903New |
$122K - $130K
|
903
$189K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.26KNew |
$441K - $470K
|
3.26K
$683K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-14- 25.0% |
$1.9K - $2.02K
|
42
$8.81K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
1.89KNew |
$257K - $273K
|
1.89K
$397K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
92New |
$12.5K - $13.3K
|
92
$19.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-4.51K- 64.67% |
$611K - $651K
|
2.46K
$517K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
141+ 0.5% |
$19.1K - $20.4K
|
28.6K
$6M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-150- 40.32% |
$20.3K - $21.7K
|
222
$46.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
1.32K+ 3.87% |
$178K - $190K
|
35.3K
$7.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-580- 22.85% |
$78.6K - $83.8K
|
1.96K
$411K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.86KNew |
$252K - $269K
|
1.86K
$391K
|