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 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-282- 15.7% |
$37K - $41.6K
|
1.51K
$359K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-14- 0.69% |
$1.84K - $2.07K
|
2K
$474K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
413New |
$54.2K - $61K
|
413
$97.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-3.06K- 59.98% |
$401K - $451K
|
2.04K
$483K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21New |
$2.75K - $3.1K
|
21
$4.97K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-1.96K- 8.75% |
$257K - $290K
|
20.5K
$4.85M
|
|
| Q2 2022 | |||||||
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.66KClosed |
$216K - $283K
|
0
$0
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
26New |
$3.39K - $4.43K
|
26
$6.16K
|
|
|
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
$35.5K
|
|
|
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
$1.18K
|
|
|
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
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.19K+ 15.88% |
$155K - $203K
|
8.69K
$2.06M
|
|
|
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
$11.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.53KNew |
$459K - $601K
|
3.53K
$835K
|
|
|
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
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.47KNew |
$192K - $251K
|
1.47K
$349K
|
|
|
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
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.02K+ 12.2% |
$263K - $344K
|
18.6K
$4.39M
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.26KClosed |
$163K - $214K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-8.5KClosed |
$1.11M - $1.45M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
19New |
$2.47K - $3.24K
|
19
$4.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-160K- 94.63% |
$20.8M - $27.2M
|
9.06K
$2.15M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-199- 69.1% |
$25.9K - $33.9K
|
89
$21.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.4KClosed |
$312K - $409K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-82- 3.97% |
$10.7K - $14K
|
1.99K
$470K
|
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-25.1KClosed |
$3.27M - $4.27M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-20Closed |
$2.61K - $3.41K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.04KClosed |
$266K - $348K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.36KClosed |
$177K - $231K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
843+ 7.83% |
$110K - $144K
|
11.6K
$2.75M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.66% |
$130 - $170
|
153
$36.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.2KClosed |
$156K - $204K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-177Closed |
$23.1K - $30.2K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20New |
$2.61K - $3.41K
|
20
$4.74K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-275Closed |
$35.8K - $46.9K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-425- 40.87% |
$55.4K - $72.4K
|
615
$146K
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-1.39KClosed |
$180K - $236K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
148New |
$19.3K - $25.2K
|
148
$35K
|
|