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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-388Closed |
$64.8K - $71.2K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-50Closed |
$8.35K - $9.17K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
PUT |
-1KClosed |
$167K - $183K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-17.1KClosed |
$2.85M - $3.13M
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
29.5KNew |
$4.92M - $5.4M
|
29.5K
$6.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-24Closed |
$4.01K - $4.4K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 1.61% |
$167 - $183
|
63
$13.2K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-132Closed |
$22K - $24.2K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
73+ 2.74% |
$11.7K - $12.8K
|
2.74K
$572K
|
|
|
Oct 13, 2022
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.19KNew |
$191K - $210K
|
1.19K
$249K
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-491Closed |
$78.4K - $86.2K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-437Closed |
$69.8K - $76.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
1.2KNew |
$192K - $211K
|
1.2K
$251K
|
|
|
Aug 16, 2021
Q2 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-588KClosed |
$93.9M - $103M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.76KClosed |
$441K - $485K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-37Closed |
$5.91K - $6.5K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-27.9KClosed |
$4.46M - $4.9M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
64.2KNew |
$10.3M - $11.3M
|
64.2K
$13.4M
|
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
167New |
$26.7K - $29.3K
|
167
$34.9K
|
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-53Closed |
$8.46K - $9.31K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-36.6KClosed |
$5.85M - $6.43M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.5KNew |
$240K - $264K
|
1.5K
$314K
|
|
|
Aug 10, 2021
Q2 2021
|
Riverpoint Wealth Management Holdings, LLC
|
SELL
|
- |
-9.81KClosed |
$1.57M - $1.72M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-258Closed |
$41.2K - $45.3K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Sfmg, LLC
|
SELL
|
- |
-9.78KClosed |
$1.56M - $1.72M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-24.8KClosed |
$3.96M - $4.36M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-7Closed |
$1.12K - $1.23K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-713Closed |
$114K - $125K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-4Closed |
$639 - $702
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Esl Trust Services, LLC
|
SELL
|
- |
-199KClosed |
$31.8M - $34.9M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-26Closed |
$4.15K - $4.57K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-588KClosed |
$93.9M - $103M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-640Closed |
$102K - $112K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-116Closed |
$18.5K - $20.4K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.5KNew |
$559K - $615K
|
3.5K
$731K
|
|
|
Jul 29, 2021
Q2 2021
|
Seneca House Advisors
|
SELL
|
- |
-1.37KClosed |
$218K - $240K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-3.29KClosed |
$526K - $578K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-5.89KClosed |
$940K - $1.03M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-126Closed |
$20.1K - $22.1K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-27Closed |
$4.31K - $4.74K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-25.3KClosed |
$4.04M - $4.44M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-12Closed |
$1.92K - $2.11K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-265Closed |
$42.3K - $46.5K
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
80New |
$12.8K - $14K
|
80
$16.7K
|
|
| Q1 2021 | |||||||
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-15K- 33.33% |
$2.25M - $2.67M
|
30K
$6.26M
|
|
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-1.14KClosed |
$171K - $203K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
158+ 40.93% |
$23.7K - $28.1K
|
544
$114K
|
|
|
May 17, 2021
Q1 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.36KClosed |
$204K - $243K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.76KClosed |
$264K - $313K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Atom Investors LP
Austin, TX |
SELL
|
PUT |
-40KClosed |
$6M - $7.12M
|
0
$0
|
|