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 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 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
|
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
|
|
| 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
|
|
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-33.8KClosed |
$3.27M - $3.79M
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-100KClosed |
$9.68M - $11.2M
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5.65KClosed |
$547K - $634K
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Private Wealth Partners, LLC
|
SELL
|
- |
-10.1KClosed |
$978K - $1.13M
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-5Closed |
$484 - $561
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-11.8KClosed |
$1.15M - $1.33M
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.44KClosed |
$236K - $273K
|
0
$0
|
|
|
Apr 10, 2019
Q1 2019
|
Riverview Trust CO
|
SELL
|
- |
-668Closed |
$64.7K - $74.9K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 10, 2021
Q4 2018
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-150Closed |
$13.9K - $17.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-48Closed |
$4.45K - $5.74K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-9.03KClosed |
$838K - $1.08M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-54.2KClosed |
$5.03M - $6.48M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-63.3KClosed |
$5.87M - $7.57M
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Claret Asset Management Corp
|
SELL
|
- |
-2.69KClosed |
$249K - $321K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-3.2KClosed |
$297K - $382K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-305Closed |
$28.3K - $36.5K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-2.9KClosed |
$269K - $347K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.81KClosed |
$261K - $337K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
200New |
$18.6K - $23.9K
|
200
$49.2K
|
|
|
Feb 04, 2019
Q4 2018
|
Parkside Investments, LLC
|
SELL
|
- |
-1.21KClosed |
$112K - $145K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Janney Capital Management LLC
|
SELL
|
- |
-9.16KClosed |
$850K - $1.1M
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-6KClosed |
$556K - $717K
|
0
$0
|
|
|
Jan 22, 2019
Q4 2018
|
New Square Capital LLC
|
SELL
|
- |
-22Closed |
$2.04K - $2.63K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
SELL
|
- |
-791Closed |
$73.4K - $94.6K
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Bcm Advisors, LLC
|
SELL
|
- |
-5.2KClosed |
$482K - $622K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-38KClosed |
$4.15M - $4.52M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
B. Riley Financial, Inc.
Los Angeles, CA |
SELL
|
- |
-11.8KClosed |
$1.29M - $1.4M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
D. Scott Neal, Inc.
|
SELL
|
- |
-45.5KClosed |
$4.97M - $5.41M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-124Closed |
$13.5K - $14.8K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-322Closed |
$35.2K - $38.3K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-156KClosed |
$17M - $18.5M
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.4KClosed |
$1.14M - $1.24M
|
0
$0
|
|