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, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
26+ 2.51% |
$4.56K - $5.29K
|
1.06K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
34+ 0.27% |
$5.97K - $6.91K
|
12.8K
$2.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
254+ 23.45% |
$44.6K - $51.6K
|
1.34K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8+ 0.74% |
$1.4K - $1.63K
|
1.09K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
997New |
$175K - $203K
|
997
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.03% |
$175 - $203
|
3.63K
$767K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
678+ 25.57% |
$119K - $138K
|
3.33K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
100+ 4.99% |
$17.5K - $20.3K
|
2.1K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
21.8KNew |
$3.83M - $4.44M
|
21.8K
$4.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-112- 7.52% |
$19.7K - $22.8K
|
1.38K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
2.4KNew |
$421K - $488K
|
2.4K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25.3K+ 128.44% |
$4.44M - $5.14M
|
45K
$9.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.14K- 49.37% |
$201K - $232K
|
1.17K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.21KNew |
$212K - $246K
|
1.21K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-10.3K- 11.05% |
$1.81M - $2.1M
|
83.2K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-32- 27.83% |
$5.61K - $6.51K
|
83
$17.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-73- 4.86% |
$12.8K - $14.8K
|
1.43K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 31.06% |
$296K - $343K
|
3.75K
$792K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.71K+ 1.02% |
$1.18M - $1.36M
|
666K
$141M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
732New |
$128K - $149K
|
732
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.65K- 4.09% |
$289K - $335K
|
38.7K
$8.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.22K- 1.43% |
$215K - $249K
|
84.2K
$17.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3+ 0.21% |
$526 - $610
|
1.42K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-51- 1.46% |
$8.95K - $10.4K
|
3.44K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
168+ 6.84% |
$29.5K - $34.2K
|
2.62K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.17K+ 221.78% |
$1.08M - $1.25M
|
8.95K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
426+ 32.18% |
$74.7K - $86.6K
|
1.75K
$370K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-97- 3.33% |
$17K - $19.7K
|
2.81K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
572+ 52.57% |
$100K - $116K
|
1.66K
$351K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-34K- 6.25% |
$5.96M - $6.9M
|
509K
$108M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-24K- 27.38% |
$4.22M - $4.88M
|
63.7K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-10.9K- 63.93% |
$1.91M - $2.22M
|
6.15K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$175 - $203
|
6.52K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$702 - $813
|
4
$845
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.19K- 12.63% |
$208K - $241K
|
8.21K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-138- 5.27% |
$24.2K - $28.1K
|
2.48K
$524K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
733+ 30.76% |
$129K - $149K
|
3.12K
$658K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
520New |
$91.2K - $106K
|
520
$110K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-77- 25.33% |
$13.5K - $15.7K
|
227
$48K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-151- 10.48% |
$26.5K - $30.7K
|
1.29K
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.8K- 10.82% |
$667K - $773K
|
31.3K
$6.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
68New |
$11.9K - $13.8K
|
68
$14.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.04KNew |
$183K - $212K
|
1.04K
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 1.97% |
$2.1M - $2.43M
|
620K
$131M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.05K+ 24.7% |
$359K - $416K
|
10.3K
$2.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1- 1.47% |
$175 - $203
|
67
$14.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-142- 11.02% |
$24.9K - $28.9K
|
1.15K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.32KNew |
$1.46M - $1.69M
|
8.32K
$1.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
955New |
$168K - $194K
|
955
$202K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.73K- 24.4% |
$303K - $351K
|
5.35K
$1.13M
|