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 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
16+ 16.33% |
$2.1K - $2.36K
|
114
$23.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.84K+ 7.98% |
$241K - $271K
|
24.8K
$5.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-160- 1.09% |
$21K - $23.6K
|
14.5K
$3.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-233- 10.56% |
$30.6K - $34.4K
|
1.97K
$414K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.17KNew |
$153K - $173K
|
1.17K
$245K
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15- 1.7% |
$1.97K - $2.22K
|
869
$182K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-66- 16.92% |
$8.66K - $9.75K
|
324
$68K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
631New |
$82.8K - $93.2K
|
631
$132K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
56+ 32.94% |
$7.35K - $8.27K
|
226
$47.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9+ 8.04% |
$1.18K - $1.33K
|
121
$25.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.14KNew |
$281K - $316K
|
2.14K
$449K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
11K+ 1.85% |
$1.45M - $1.63M
|
608K
$127M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.76K- 41.01% |
$231K - $260K
|
2.54K
$532K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-282- 15.7% |
$37K - $41.6K
|
1.51K
$318K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-14- 0.69% |
$1.84K - $2.07K
|
2K
$420K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
413New |
$54.2K - $61K
|
413
$86.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-3.06K- 59.98% |
$401K - $451K
|
2.04K
$428K
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
14+ 0.03% |
$1.84K - $2.07K
|
51.3K
$10.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21New |
$2.75K - $3.1K
|
21
$4.4K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-1.96K- 8.75% |
$257K - $290K
|
20.5K
$4.29M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-409- 12.59% |
$53.3K - $69.7K
|
2.84K
$595K
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.66KClosed |
$216K - $283K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
392+ 286.13% |
$51.1K - $66.8K
|
529
$111K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
26New |
$3.39K - $4.43K
|
26
$5.45K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-4.79KClosed |
$624K - $816K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.97KClosed |
$257K - $336K
|
0
$0
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-167- 52.68% |
$21.8K - $28.5K
|
150
$31.5K
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.1KClosed |
$274K - $358K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-59Closed |
$7.68K - $10.1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5Closed |
$651 - $852
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-128- 96.24% |
$16.7K - $21.8K
|
5
$1.05K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-3.97KClosed |
$517K - $676K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.43K- 25.06% |
$186K - $244K
|
4.28K
$897K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.19K+ 15.88% |
$155K - $203K
|
8.69K
$1.82M
|
|
|
Aug 15, 2022
Q2 2022
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-1.33KClosed |
$173K - $226K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.24K+ 2.55% |
$162K - $211K
|
49.9K
$10.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.53KNew |
$459K - $601K
|
3.53K
$740K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
300New |
$39.1K - $51.1K
|
300
$62.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-203Closed |
$26.4K - $34.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-66.2KClosed |
$8.63M - $11.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-24KClosed |
$3.13M - $4.09M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.47KNew |
$192K - $251K
|
1.47K
$309K
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-257KClosed |
$33.5M - $43.8M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.26KClosed |
$164K - $214K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.67KClosed |
$218K - $285K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-150Closed |
$19.5K - $25.6K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.23KClosed |
$161K - $210K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-154Closed |
$20.1K - $26.2K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
S&T Bank
Indiana, PA |
SELL
|
- |
-1.25K- 38.82% |
$163K - $214K
|
1.98K
$414K
|
|