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 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.12KNew |
$219K - $257K
|
1.12K
$265K
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
2+ 0.1% |
$392 - $459
|
2.04K
$482K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
594+ 2.31% |
$116K - $136K
|
26.3K
$6.22M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$231K - $270K
|
1.18K
$279K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-293- 0.39% |
$57.5K - $67.2K
|
75.3K
$17.8M
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.89KNew |
$370K - $433K
|
1.89K
$447K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17K+ 14.71% |
$3.33M - $3.89M
|
132K
$31.3M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.5K+ 886.28% |
$2.05M - $2.4M
|
11.6K
$2.76M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.1K+ 18.17% |
$6.48M - $7.59M
|
215K
$50.9M
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.67K+ 5.71% |
$523K - $612K
|
49.3K
$11.7M
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-396- 0.55% |
$77.7K - $90.9K
|
71.7K
$17M
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.7K+ 60.43% |
$2.1M - $2.46M
|
28.4K
$6.74M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
277+ 0.51% |
$54.3K - $63.6K
|
54.1K
$12.8M
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
57.2KNew |
$11.2M - $13.1M
|
57.2K
$13.5M
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.95K+ 8.73% |
$774K - $906K
|
49.1K
$11.6M
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-10.6M- 98.73% |
$2.07B - $2.42B
|
136K
$32.2M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-468K- 30.63% |
$91.8M - $107M
|
1.06M
$251M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.1K+ 1.28% |
$5.51M - $6.45M
|
2.22M
$527M
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.94K+ 576.26% |
$381K - $446K
|
2.28K
$540K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-742- 6.67% |
$146K - $170K
|
10.4K
$2.46M
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.65K- 15.05% |
$323K - $378K
|
9.29K
$2.2M
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.48KNew |
$290K - $340K
|
1.48K
$351K
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$196 - $229
|
2.44K
$577K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.25K+ 56.45% |
$1.62M - $1.89M
|
22.9K
$5.41M
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.08K- 6.32% |
$996K - $1.17M
|
75.3K
$17.8M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
58.1K+ 145.16% |
$11.4M - $13.3M
|
98.1K
$23.2M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.4K+ 5.33% |
$4.98M - $5.83M
|
502K
$119M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.1K- 25.52% |
$4.72M - $5.53M
|
70.3K
$16.6M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
543+ 32.24% |
$106K - $125K
|
2.23K
$527K
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
244+ 13.41% |
$47.9K - $56K
|
2.06K
$489K
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
16.1KNew |
$3.16M - $3.7M
|
16.1K
$3.81M
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.29K+ 20.68% |
$450K - $526K
|
13.4K
$3.17M
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-200- 7.93% |
$39.2K - $45.9K
|
2.32K
$550K
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-298- 41.16% |
$58.4K - $68.4K
|
426
$101K
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-149- 0.75% |
$29.2K - $34.2K
|
19.6K
$4.64M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.51KNew |
$492K - $576K
|
2.51K
$594K
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
240+ 342.86% |
$47.1K - $55.1K
|
310
$73.4K
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
47.3KNew |
$9.28M - $10.9M
|
47.3K
$11.2M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-948- 25.03% |
$186K - $218K
|
2.84K
$672K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.4K- 67.79% |
$2.24M - $2.63M
|
5.44K
$1.29M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
513K+ 7.42% |
$101M - $118M
|
7.42M
$1.76B
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-47- 3.45% |
$9.22K - $10.8K
|
1.31K
$311K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
154+ 2.49% |
$30.2K - $35.3K
|
6.34K
$1.5M
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.21KNew |
$630K - $738K
|
3.21K
$761K
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-11K- 62.86% |
$2.16M - $2.52M
|
6.5K
$1.54M
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.6KNew |
$510K - $597K
|
2.6K
$616K
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
1.5KNew |
$294K - $344K
|
1.5K
$355K
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-4.2K- 28.97% |
$824K - $964K
|
10.3K
$2.44M
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
50KNew |
$9.81M - $11.5M
|
50K
$11.8M
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.9KNew |
$4.3M - $5.03M
|
21.9K
$5.19M
|