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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
130+ 1.23% |
$23.5K - $31.2K
|
10.7K
$2.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2New |
$362 - $481
|
2
$474
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4.36K- 8.92% |
$789K - $1.05M
|
44.5K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-13- 0.35% |
$2.35K - $3.12K
|
3.65K
$865K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.1% |
$1.09K - $1.44K
|
5.79K
$1.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
137+ 4.34% |
$24.8K - $32.9K
|
3.29K
$780K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
7.45K+ 184.81% |
$1.35M - $1.79M
|
11.5K
$2.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
44+ 2.64% |
$7.96K - $10.6K
|
1.71K
$405K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-24- 1.38% |
$4.34K - $5.77K
|
1.71K
$405K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-35- 15.28% |
$6.33K - $8.41K
|
194
$45.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.31KNew |
$1.32M - $1.76M
|
7.31K
$1.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
406+ 4.01% |
$73.4K - $97.6K
|
10.5K
$2.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
16.3KNew |
$2.95M - $3.92M
|
16.3K
$3.87M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.31K- 44.96% |
$236K - $314K
|
1.6K
$379K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
27+ 1.22% |
$4.88K - $6.49K
|
2.25K
$532K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-11.5K- 8.12% |
$2.07M - $2.75M
|
130K
$30.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
118+ 262.22% |
$21.3K - $28.4K
|
163
$38.6K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.56K- 94.14% |
$282K - $374K
|
97
$23K
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
981+ 190.86% |
$192K - $225K
|
1.5K
$354K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.08KClosed |
$212K - $248K
|
0
$0
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-30.4K- 22.78% |
$5.96M - $6.97M
|
103K
$24.4M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4+ 0.05% |
$784 - $918
|
7.74K
$1.83M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
519+ 6.87% |
$102K - $119K
|
8.08K
$1.91M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
110K+ 71693.46% |
$21.5M - $25.2M
|
110K
$26M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
7+ 0.42% |
$1.37K - $1.61K
|
1.68K
$398K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
400+ 0.18% |
$78.4K - $91.8K
|
222K
$52.5M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
733+ 3.97% |
$144K - $168K
|
19.2K
$4.55M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.73K- 17.63% |
$534K - $625K
|
12.7K
$3.02M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.5K- 5.07% |
$883K - $1.03M
|
84.2K
$19.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.09K+ 74.06% |
$213K - $250K
|
2.56K
$606K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-294- 6.11% |
$57.7K - $67.5K
|
4.52K
$1.07M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-44- 1.28% |
$8.63K - $10.1K
|
3.39K
$803K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.71% |
$17.3K - $20.2K
|
12.4K
$2.95M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
131+ 10.02% |
$25.7K - $30.1K
|
1.44K
$341K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.5K- 23.7% |
$2.26M - $2.64M
|
37K
$8.77M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
12.3KNew |
$2.41M - $2.82M
|
12.3K
$2.91M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13New |
$2.55K - $2.98K
|
13
$3.08K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
27+ 4.69% |
$5.3K - $6.2K
|
603
$143K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
816+ 0.83% |
$160K - $187K
|
99.1K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.3K+ 8.2% |
$254K - $297K
|
17.1K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-62- 1.27% |
$12.2K - $14.2K
|
4.8K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-65.3K- 99.99% |
$12.8M - $15M
|
4
$947
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 24.03% |
$523K - $612K
|
13.8K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-109- 4.49% |
$21.4K - $25K
|
2.32K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
CALL |
5KNew |
$981K - $1.15M
|
5K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
79+ 81.44% |
$15.5K - $18.1K
|
176
$41.7K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
110+ 10.3% |
$21.6K - $25.2K
|
1.18K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.6K- 38.97% |
$2.48M - $2.9M
|
19.8K
$4.69M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.54K+ 8.22% |
$302K - $353K
|
20.2K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-491- 17.48% |
$96.3K - $113K
|
2.32K
$549K
|
|