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 |
---|---|---|---|---|---|---|---|
Apr 21, 2020
Q1 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.95KClosed |
$267K - $405K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Moseley Investment Management Inc
|
SELL
|
- |
-1.61KClosed |
$145K - $220K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-13.4KClosed |
$1.21M - $1.84M
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-6.2KClosed |
$560K - $850K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-11.8KClosed |
$1.07M - $1.62M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-22Closed |
$2.55K - $2.77K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
BUY
|
PUT |
200New |
$23.2K - $25.2K
|
200
$41.9K
|
|
Feb 14, 2020
Q4 2019
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-163KClosed |
$18.8M - $20.5M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-235- 95.53% |
$27.2K - $29.6K
|
11
$2.31K
|
|
Feb 12, 2020
Q4 2019
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-12KClosed |
$1.39M - $1.51M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-5.42KClosed |
$628K - $682K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Lvw Advisors, LLC
|
SELL
|
- |
-12.2KClosed |
$1.41M - $1.53M
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-5.7KClosed |
$660K - $717K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.83KClosed |
$211K - $230K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-3.11KClosed |
$361K - $392K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-4.03KClosed |
$467K - $507K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-19.4KClosed |
$2.25M - $2.45M
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Versant Capital Management, Inc
|
SELL
|
- |
-4Closed |
$463 - $504
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Tsfg, LLC
|
SELL
|
- |
-234- 94.35% |
$27.1K - $29.5K
|
14
$2.94K
|
|
Jan 27, 2020
Q4 2019
|
Donoghue Forlines LLC
|
SELL
|
- |
-147KClosed |
$17M - $18.5M
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Hamilton Wealth, LLC
|
SELL
|
- |
-40.1KClosed |
$4.64M - $5.05M
|
0
$0
|
|
Jan 16, 2020
Q4 2019
|
Jentner Corp
|
SELL
|
- |
-1.91KClosed |
$221K - $241K
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-7.39KClosed |
$856K - $930K
|
0
$0
|
|
Jan 13, 2020
Q4 2019
|
Bw Gestao De Investimentos Ltda.
|
SELL
|
- |
-40KClosed |
$4.63M - $5.04M
|
0
$0
|
|
Jan 07, 2020
Q4 2019
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-2.85KClosed |
$330K - $359K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 20, 2019
Q3 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-24.1KClosed |
$2.78M - $2.96M
|
0
$0
|
|
Nov 15, 2019
Q3 2019
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.05KClosed |
$237K - $252K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Islet Management, LP
New York, NY |
SELL
|
PUT |
-100KClosed |
$11.6M - $12.3M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-51Closed |
$5.9K - $6.28K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-142KClosed |
$16.4M - $17.5M
|
0
$0
|
|
Nov 06, 2019
Q3 2019
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.9KClosed |
$220K - $234K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-10Closed |
$1.16K - $1.23K
|
0
$0
|
|
Oct 28, 2019
Q3 2019
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-4.61KClosed |
$533K - $568K
|
0
$0
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-81Closed |
$9.37K - $9.97K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
28+ 2800.0% |
$3.12K - $3.37K
|
29
$6.08K
|
|
Aug 13, 2019
Q2 2019
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-1.68KClosed |
$187K - $202K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-80KClosed |
$8.91M - $9.64M
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-400Closed |
$44.6K - $48.2K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-16Closed |
$1.78K - $1.93K
|
0
$0
|
|
Jul 25, 2019
Q2 2019
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-39.3KClosed |
$4.38M - $4.73M
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.2KClosed |
$357K - $385K
|
0
$0
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-135Closed |
$15K - $16.3K
|
0
$0
|
|
Jul 18, 2019
Q2 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-283Closed |
$31.5K - $34.1K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-52Closed |
$5.79K - $6.26K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Xr Securities LLC
|
SELL
|
- |
-9.01KClosed |
$1M - $1.09M
|
0
$0
|
|
Jul 09, 2019
Q2 2019
|
Empirical Finance, LLC
|
SELL
|
- |
-2.6KClosed |
$290K - $313K
|
0
$0
|
|
Jul 08, 2019
Q2 2019
|
Investors Research Corp
|
BUY
|
- |
15New |
$1.67K - $1.81K
|
15
$3.15K
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-317KClosed |
$30.7M - $35.6M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-9.13KClosed |
$883K - $1.02M
|
0
$0
|
|
May 13, 2019
Q1 2019
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-7.12KClosed |
$690K - $799K
|
0
$0
|