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
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-648- 6.44% |
$127K - $149K
|
9.42K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.1K+ 4238.4% |
$9.24M - $10.8M
|
48.2K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-27K- 30.24% |
$5.3M - $6.2M
|
62.3K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.88K+ 29.68% |
$1.94M - $2.27M
|
43.1K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
111+ 0.35% |
$21.8K - $25.5K
|
31.4K
$7.44M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.61K+ 15.68% |
$708K - $828K
|
26.6K
$6.31M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
46.8KNew |
$9.19M - $10.7M
|
46.8K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-357- 16.33% |
$70K - $81.9K
|
1.83K
$433K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 22.02% |
$263K - $307K
|
7.42K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.48K+ 4.72% |
$290K - $339K
|
32.8K
$7.77M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-436- 3.62% |
$85.5K - $100K
|
11.6K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-916- 10.01% |
$180K - $210K
|
8.23K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.26K- 2.33% |
$442K - $518K
|
94.6K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
119+ 6.58% |
$23.3K - $27.3K
|
1.93K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-55.4K- 61.89% |
$10.9M - $12.7M
|
34.1K
$8.07M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
31+ 2.26% |
$6.08K - $7.11K
|
1.4K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
248+ 20.86% |
$48.6K - $56.9K
|
1.44K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21+ 1.44% |
$4.12K - $4.82K
|
1.48K
$350K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
86+ 3.27% |
$16.9K - $19.7K
|
2.71K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-38- 4.54% |
$7.45K - $8.72K
|
799
$189K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
255+ 11.26% |
$50K - $58.5K
|
2.52K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.21K+ 12.22% |
$236K - $277K
|
11.1K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
190+ 11.68% |
$37.3K - $43.6K
|
1.82K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
233+ 2.28% |
$45.7K - $53.5K
|
10.5K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-460- 15.85% |
$90.2K - $106K
|
2.44K
$579K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 15.15% |
$5.88K - $6.88K
|
228
$54K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
785+ 54.18% |
$154K - $180K
|
2.23K
$529K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
475+ 22.51% |
$93.2K - $109K
|
2.59K
$612K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-683- 8.76% |
$134K - $157K
|
7.11K
$1.68M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-566- 0.69% |
$111K - $130K
|
81.3K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.68KNew |
$330K - $386K
|
1.68K
$398K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8- 0.53% |
$1.57K - $1.84K
|
1.49K
$353K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.37KNew |
$661K - $774K
|
3.37K
$799K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
189K+ 21.67% |
$37.1M - $43.4M
|
1.06M
$252M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
93+ 64.14% |
$18.2K - $21.3K
|
238
$56.4K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
22+ 1.14% |
$4.31K - $5.05K
|
1.95K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
69.1K+ 10.12% |
$13.6M - $15.9M
|
753K
$178M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
160+ 1.65% |
$31.4K - $36.7K
|
9.86K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-42- 3.13% |
$8.24K - $9.64K
|
1.3K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-875- 69.12% |
$172K - $201K
|
391
$92.6K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.77K+ 5.42% |
$543K - $635K
|
53.8K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.88K+ 3.33% |
$1.55M - $1.81M
|
245K
$57.9M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.01K- 7.59% |
$198K - $231K
|
12.3K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.6K- 88.09% |
$3.25M - $3.8M
|
2.24K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-431K- 92.74% |
$84.4M - $98.8M
|
33.7K
$7.98M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.14K+ 108.86% |
$1.4M - $1.64M
|
13.7K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.57KNew |
$307K - $359K
|
1.57K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-824- 1.96% |
$162K - $189K
|
41.2K
$9.77M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.23K- 6.15% |
$241K - $282K
|
18.8K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-43.1K- 79.25% |
$8.44M - $9.88M
|
11.3K
$2.67M
|