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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.14K- 58.85% |
$425K - $454K
|
2.2K
$461K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16KNew |
$2.17M - $2.31M
|
16K
$3.35M
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54New |
$7.19K - $7.9K
|
54
$11.3K
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
39.4KNew |
$5.25M - $5.77M
|
39.4K
$8.27M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.67KNew |
$222K - $244K
|
1.67K
$349K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-8Closed |
$1.07K - $1.17K
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
26New |
$3.46K - $3.8K
|
26
$5.45K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-252- 57.53% |
$33.6K - $36.9K
|
186
$39K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.27KNew |
$569K - $624K
|
4.27K
$895K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 13.07% |
$5.33K - $5.85K
|
346
$72.6K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-24- 53.33% |
$3.2K - $3.51K
|
21
$4.4K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.31K- 82.9% |
$1.24M - $1.36M
|
1.92K
$402K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.8K- 84.66% |
$2.77M - $3.04M
|
3.77K
$790K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
34New |
$4.53K - $4.97K
|
34
$7.13K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-437- 21.61% |
$58.2K - $63.9K
|
1.59K
$332K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-30.1K- 90.21% |
$4M - $4.4M
|
3.26K
$684K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$202K - $222K
|
1.52K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.27KNew |
$303K - $332K
|
2.27K
$477K
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
40.6KNew |
$5.41M - $5.94M
|
40.6K
$8.52M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-316- 15.57% |
$42.1K - $46.2K
|
1.71K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
623+ 12.28% |
$83K - $91.1K
|
5.7K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
84+ 44.92% |
$11.2K - $12.3K
|
271
$56.8K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.63KNew |
$217K - $238K
|
1.63K
$342K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-216- 15.21% |
$28.8K - $31.6K
|
1.2K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23New |
$3.06K - $3.36K
|
23
$4.82K
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
6.81KNew |
$907K - $996K
|
6.81K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.19K- 38.6% |
$159K - $175K
|
1.9K
$398K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.38K- 40.61% |
$583K - $640K
|
6.4K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
96New |
$12.8K - $14K
|
96
$20.1K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-132- 1.75% |
$17.6K - $19.3K
|
7.42K
$1.56M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
133New |
$17.7K - $19.5K
|
133
$27.9K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-40- 30.53% |
$5.33K - $5.85K
|
91
$19.1K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-100- 3.62% |
$13.3K - $14.6K
|
2.66K
$559K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
285New |
$38K - $41.7K
|
285
$59.8K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15New |
$2K - $2.19K
|
15
$3.15K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3- 0.19% |
$400 - $439
|
1.56K
$326K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-8.11K- 67.93% |
$1.08M - $1.19M
|
3.83K
$803K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-14.1K- 86.57% |
$1.88M - $2.07M
|
2.19K
$460K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
521KNew |
$69.4M - $76.2M
|
521K
$109M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
66New |
$8.79K - $9.65K
|
66
$13.8K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
82New |
$10.9K - $12K
|
82
$17.2K
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-8.3K- 37.35% |
$1.11M - $1.21M
|
13.9K
$2.92M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-39- 78.0% |
$5.19K - $5.7K
|
11
$2.31K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
58+ 1.69% |
$7.72K - $8.48K
|
3.49K
$732K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-10- 0.41% |
$1.33K - $1.46K
|
2.41K
$506K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7.36K- 98.69% |
$980K - $1.08M
|
98
$20.6K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-890- 35.97% |
$119K - $130K
|
1.58K
$332K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-298- 14.31% |
$39.7K - $43.6K
|
1.79K
$374K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4+ 4.0% |
$533 - $585
|
104
$21.8K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.29K- 39.9% |
$172K - $189K
|
1.95K
$409K
|
|