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 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
5.78K+ 26.97% |
$775K - $882K
|
27.2K
$5.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.81KNew |
$243K - $276K
|
1.81K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
18.4KNew |
$2.47M - $2.81M
|
18.4K
$3.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.75KNew |
$368K - $419K
|
2.75K
$576K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-19- 50.0% |
$2.55K - $2.9K
|
19
$3.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.65KNew |
$221K - $252K
|
1.65K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14New |
$1.88K - $2.14K
|
14
$2.94K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
237New |
$31.8K - $36.2K
|
237
$49.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.24KNew |
$301K - $342K
|
2.24K
$470K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.4KNew |
$1.66M - $1.89M
|
12.4K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
6New |
$805 - $917
|
6
$1.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-885- 35.19% |
$119K - $135K
|
1.63K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4New |
$537 - $611
|
4
$839
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.52K+ 92.18% |
$740K - $843K
|
11.5K
$2.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28+ 1.42% |
$3.76K - $4.28K
|
2K
$419K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$222K - $253K
|
1.66K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$134 - $153
|
1
$210
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-74- 4.21% |
$9.93K - $11.3K
|
1.68K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.58KNew |
$212K - $241K
|
1.58K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.8KNew |
$1.05M - $1.19M
|
7.8K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.58KNew |
$882K - $1M
|
6.58K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
6.68KNew |
$897K - $1.02M
|
6.68K
$1.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
18.1KNew |
$2.42M - $2.76M
|
18.1K
$3.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
20.7KNew |
$2.78M - $3.17M
|
20.7K
$4.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
35New |
$4.7K - $5.35K
|
35
$7.34K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.84KNew |
$381K - $434K
|
2.84K
$595K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
41+ 89.13% |
$5.5K - $6.26K
|
87
$18.2K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
4New |
$537 - $611
|
4
$839
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.32KNew |
$714K - $812K
|
5.32K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.7KNew |
$1.03M - $1.18M
|
7.7K
$1.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
12.4K+ 93.23% |
$1.66M - $1.89M
|
25.7K
$5.39M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.43KNew |
$326K - $371K
|
2.43K
$509K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
39+ 1.4% |
$5.23K - $5.96K
|
2.82K
$592K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.28KNew |
$708K - $806K
|
5.28K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.49K+ 18.68% |
$469K - $533K
|
22.2K
$4.65M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.13KNew |
$285K - $325K
|
2.13K
$446K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.01KNew |
$269K - $307K
|
2.01K
$421K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
11+ 1.35% |
$1.48K - $1.68K
|
823
$173K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.42KNew |
$191K - $217K
|
1.42K
$298K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
1.54KNew |
$206K - $234K
|
1.54K
$322K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.2KNew |
$2.17M - $2.48M
|
16.2K
$3.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.54KNew |
$475K - $541K
|
3.54K
$742K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
33New |
$4.43K - $5.04K
|
33
$6.92K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
76K+ 7.08% |
$10.2M - $11.6M
|
1.15M
$241M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
680+ 3.01% |
$91.3K - $104K
|
23.3K
$4.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
37New |
$4.97K - $5.65K
|
37
$7.76K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.03K- 21.73% |
$138K - $157K
|
3.7K
$775K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
33.4KNew |
$4.49M - $5.11M
|
33.4K
$7.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
27.9KNew |
$3.75M - $4.27M
|
27.9K
$5.86M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-36- 18.37% |
$4.83K - $5.5K
|
160
$33.6K
|