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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-23.8KClosed |
$3.57M - $4.24M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-97KClosed |
$14.6M - $17.3M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-385Closed |
$57.8K - $68.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-3.88KClosed |
$582K - $691K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-20.6KClosed |
$3.09M - $3.67M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-202Closed |
$30.3K - $36K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-72Closed |
$10.8K - $12.8K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-565KClosed |
$84.7M - $101M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.8KClosed |
$271K - $321K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.77KClosed |
$266K - $316K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-14Closed |
$2.1K - $2.49K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-17.5KClosed |
$2.62M - $3.11M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-3.27KClosed |
$491K - $583K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-112Closed |
$16.8K - $19.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-36.9KClosed |
$5.54M - $6.57M
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-25.2KClosed |
$3.77M - $4.48M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Arch Capital Group Ltd.
|
SELL
|
- |
-252KClosed |
$37.7M - $44.8M
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-76.7KClosed |
$11.5M - $13.7M
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-941Closed |
$141K - $168K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-1- 1.14% |
$150 - $178
|
87
$18.2K
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25Closed |
$3.75K - $4.45K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-19.9KClosed |
$2.98M - $3.54M
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-53Closed |
$7.95K - $9.44K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-3.02KClosed |
$453K - $538K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-46Closed |
$6.9K - $8.19K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-81Closed |
$12.2K - $14.4K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.52KClosed |
$229K - $271K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-28.1KClosed |
$4.22M - $5.01M
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Golden Green, Inc.
|
SELL
|
- |
-1.29KClosed |
$194K - $230K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-102KClosed |
$15.3M - $18.1M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-190Closed |
$28.5K - $33.8K
|
0
$0
|
|
|
Apr 01, 2021
Q1 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-30.3KClosed |
$4.54M - $5.39M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-70Closed |
$9.89K - $11.4K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-3.6KClosed |
$508K - $586K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.46KClosed |
$347K - $400K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-3.08KClosed |
$435K - $502K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-662KClosed |
$93.6M - $108M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.44KClosed |
$203K - $234K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-8Closed |
$1.13K - $1.3K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
724+ 6.51% |
$102K - $118K
|
11.8K
$2.47M
|
|
|
Feb 05, 2021
Q4 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-5.56KClosed |
$785K - $905K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-49Closed |
$6.92K - $7.98K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-110Closed |
$15.5K - $17.9K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.2KClosed |
$169K - $195K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-17.6KClosed |
$2.49M - $2.87M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.48KClosed |
$209K - $241K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-134KClosed |
$19M - $21.9M
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Sequent Asset Management, LLC
|
SELL
|
- |
-2.45KClosed |
$346K - $398K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-129Closed |
$18.2K - $21K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.28KNew |
$181K - $209K
|
1.28K
$268K
|
|