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 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.52KNew |
$202K - $222K
|
1.52K
$318K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
710+ 0.5% |
$94.6K - $104K
|
143K
$29.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$666 - $731
|
5
$1.05K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5.55K- 76.02% |
$739K - $812K
|
1.75K
$367K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
73New |
$9.72K - $10.7K
|
73
$15.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-656- 4.6% |
$87.4K - $96K
|
13.6K
$2.86M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 0.98% |
$1.46K - $1.61K
|
1.11K
$232K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
1.78KNew |
$237K - $260K
|
1.78K
$373K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
567New |
$75.5K - $82.9K
|
567
$119K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
56New |
$7.46K - $8.19K
|
56
$11.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.61KNew |
$215K - $236K
|
1.61K
$338K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
23New |
$3.06K - $3.36K
|
23
$4.82K
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-22.5K- 88.35% |
$2.99M - $3.29M
|
2.96K
$622K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-735- 32.84% |
$97.9K - $108K
|
1.5K
$315K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
518New |
$69K - $75.8K
|
518
$109K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-39.4K- 82.07% |
$5.24M - $5.76M
|
8.6K
$1.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.64K- 56.27% |
$351K - $385K
|
2.05K
$430K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.55KNew |
$340K - $373K
|
2.55K
$535K
|
|
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-53K- 94.74% |
$7.06M - $7.76M
|
2.95K
$618K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.74K- 52.06% |
$765K - $840K
|
5.29K
$1.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
BUY
|
- |
897+ 11.22% |
$119K - $131K
|
8.89K
$1.86M
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-920- 9.33% |
$123K - $135K
|
8.94K
$1.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-10.6K- 83.53% |
$1.41M - $1.55M
|
2.09K
$439K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9.61K- 86.73% |
$1.28M - $1.41M
|
1.47K
$308K
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
5.69KNew |
$757K - $832K
|
5.69K
$1.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-46.8K- 92.59% |
$6.24M - $6.85M
|
3.75K
$786K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-180- 10.41% |
$24K - $26.3K
|
1.55K
$325K
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
225+ 2.02% |
$30K - $32.9K
|
11.4K
$2.39M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
370+ 10.32% |
$49.3K - $54.1K
|
3.95K
$829K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.9KNew |
$386K - $424K
|
2.9K
$608K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-55- 13.22% |
$7.32K - $8.04K
|
361
$75.7K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
418+ 8.59% |
$55.7K - $61.1K
|
5.28K
$1.11M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-542- 24.67% |
$72.2K - $79.3K
|
1.66K
$347K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-26- 38.24% |
$3.46K - $3.8K
|
42
$8.81K
|
|
| Q4 2022 | |||||||
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 91.81% |
$163K - $185K
|
108
$22.7K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.95KClosed |
$396K - $451K
|
0
$0
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.06KNew |
$276K - $315K
|
2.06K
$432K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
666+ 79.67% |
$89.4K - $102K
|
1.5K
$315K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
24KNew |
$3.23M - $3.67M
|
24K
$5.04M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.33KNew |
$983K - $1.12M
|
7.33K
$1.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
59New |
$7.92K - $9.01K
|
59
$12.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
392+ 13.55% |
$52.6K - $59.9K
|
3.29K
$689K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.2KNew |
$1.5M - $1.71M
|
11.2K
$2.34M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
174New |
$23.4K - $26.6K
|
174
$36.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.84KNew |
$381K - $434K
|
2.84K
$595K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
31New |
$4.16K - $4.74K
|
31
$6.5K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1.7KNew |
$228K - $260K
|
1.7K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.51K- 15.78% |
$605K - $688K
|
24K
$5.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.17KNew |
$292K - $332K
|
2.17K
$456K
|
|