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 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
609+ 0.61% |
$107K - $124K
|
99.9K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.9K- 11.98% |
$3.66M - $4.24M
|
153K
$32.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.99K+ 142.51% |
$349K - $404K
|
3.38K
$715K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
928+ 38.68% |
$163K - $189K
|
3.33K
$703K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
394+ 14.57% |
$69.1K - $80.1K
|
3.1K
$655K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-403- 6.0% |
$70.7K - $81.9K
|
6.32K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
256+ 23.38% |
$44.9K - $52K
|
1.35K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
14New |
$2.46K - $2.85K
|
14
$2.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-28.3K- 26.38% |
$4.96M - $5.75M
|
78.9K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
365K+ 4.84% |
$64.1M - $74.3M
|
7.92M
$1.67B
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1- 0.07% |
$175 - $203
|
1.37K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1+ 0.04% |
$175 - $203
|
2.48K
$524K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.54K+ 8.8% |
$270K - $313K
|
19K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
421+ 12.44% |
$73.9K - $85.6K
|
3.81K
$804K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.24KNew |
$218K - $252K
|
1.24K
$262K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
7.92K+ 26.73% |
$1.39M - $1.61M
|
37.5K
$7.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-100- 6.79% |
$17.5K - $20.3K
|
1.37K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-311- 2.64% |
$54.6K - $63.2K
|
11.5K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-125- 3.91% |
$21.9K - $25.4K
|
3.07K
$649K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-342- 0.65% |
$60K - $69.5K
|
52.4K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
235K+ 1266.88% |
$41.1M - $47.7M
|
253K
$53.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-483- 5.99% |
$84.7K - $98.2K
|
7.59K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.12KNew |
$196K - $227K
|
1.12K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
167+ 4.09% |
$29.3K - $34K
|
4.25K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-271- 2.79% |
$47.5K - $55.1K
|
9.43K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
25.7K+ 143.17% |
$4.52M - $5.23M
|
43.7K
$9.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
6.54KNew |
$1.15M - $1.33M
|
6.54K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-70- 0.13% |
$12.3K - $14.2K
|
55.3K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-20- 1.24% |
$3.51K - $4.07K
|
1.6K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-493- 23.74% |
$86.5K - $100K
|
1.58K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-53K- 26.09% |
$9.3M - $10.8M
|
150K
$31.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-443- 25.56% |
$77.7K - $90.1K
|
1.29K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4+ 0.22% |
$702 - $813
|
1.8K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-139- 1.75% |
$24.4K - $28.3K
|
7.81K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
149+ 3.09% |
$26.1K - $30.3K
|
4.98K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-160- 10.94% |
$28.1K - $32.5K
|
1.3K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-8- 0.55% |
$1.4K - $1.63K
|
1.46K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
170KNew |
$29.8M - $34.6M
|
170K
$35.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
354+ 9.35% |
$62.1K - $72K
|
4.14K
$875K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
88.1K+ 1229.39% |
$15.5M - $17.9M
|
95.3K
$20.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.12KNew |
$196K - $227K
|
1.12K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.23K- 0.99% |
$215K - $249K
|
122K
$25.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-35- 2.53% |
$6.14K - $7.12K
|
1.35K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.08K- 2.23% |
$365K - $422K
|
91K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-3.25K- 15.52% |
$570K - $660K
|
17.7K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-321- 8.07% |
$56.3K - $65.3K
|
3.66K
$772K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-501- 4.52% |
$87.9K - $102K
|
10.6K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.2K+ 2.5% |
$4.6M - $5.33M
|
1.07M
$227M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47.4K+ 78.47% |
$8.31M - $9.63M
|
108K
$22.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
75+ 7.12% |
$13.2K - $15.2K
|
1.13K
$238K
|