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 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-16- 0.77% |
$2.81K - $3.25K
|
2.05K
$433K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2K- 4.14% |
$351K - $406K
|
46.2K
$9.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.13KNew |
$198K - $230K
|
1.13K
$239K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-13- 0.91% |
$2.28K - $2.64K
|
1.42K
$300K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
999New |
$175K - $203K
|
999
$211K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-6- 0.05% |
$1.05K - $1.22K
|
11.2K
$2.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
990New |
$174K - $201K
|
990
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.1% |
$702 - $813
|
3.83K
$808K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-336- 15.64% |
$59K - $68.3K
|
1.81K
$383K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.03% |
$526 - $610
|
9.76K
$2.06M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
45.7K+ 58.79% |
$8.03M - $9.3M
|
124K
$26.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-38- 2.54% |
$6.67K - $7.73K
|
1.46K
$308K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.8K- 89.83% |
$2.25M - $2.61M
|
1.46K
$307K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-55- 4.95% |
$9.65K - $11.2K
|
1.06K
$223K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1KNew |
$175K - $203K
|
1K
$211K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12+ 0.43% |
$2.11K - $2.44K
|
2.82K
$596K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$175 - $203
|
2.44K
$515K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
123+ 241.18% |
$21.6K - $25K
|
174
$36.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.38K- 2.63% |
$593K - $687K
|
125K
$26.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-281- 22.04% |
$49.3K - $57.1K
|
994
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
81New |
$14.2K - $16.5K
|
81
$17.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
43New |
$7.54K - $8.74K
|
43
$9.08K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
617+ 9.98% |
$108K - $125K
|
6.8K
$1.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
66+ 0.6% |
$11.6K - $13.4K
|
11.1K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$351 - $407
|
3.77K
$796K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.15K- 68.52% |
$377K - $437K
|
987
$209K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
335+ 0.54% |
$58.8K - $68.1K
|
62.9K
$13.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.18% |
$1.75K - $2.03K
|
5.69K
$1.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
61K+ 0.77% |
$10.7M - $12.4M
|
7.96M
$1.68B
|
|
|
Nov 05, 2024
Q3 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
14.6K+ 19.43% |
$2.55M - $2.96M
|
89.5K
$18.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
SELL
|
- |
-15- 0.21% |
$2.63K - $3.05K
|
7.17K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
122New |
$21.4K - $24.8K
|
122
$25.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 4.4% |
$207K - $239K
|
25.6K
$5.4M
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-8- 0.22% |
$1.4K - $1.63K
|
3.6K
$761K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-508- 6.82% |
$89.1K - $103K
|
6.94K
$1.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
3.02KNew |
$529K - $613K
|
3.02K
$637K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
533+ 1.55% |
$93.5K - $108K
|
34.9K
$7.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-141- 0.81% |
$24.7K - $28.7K
|
17.2K
$3.64M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.6K+ 12.65% |
$2.04M - $2.36M
|
104K
$21.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
1KNew |
$175K - $203K
|
1K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-146- 8.07% |
$25.6K - $29.7K
|
1.66K
$351K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
354+ 1.33% |
$62.1K - $72K
|
26.9K
$5.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
25K+ 50.0% |
$4.39M - $5.08M
|
75K
$15.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.25K- 15.09% |
$1.27M - $1.47M
|
40.8K
$8.61M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
314+ 30.46% |
$55.1K - $63.8K
|
1.35K
$284K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.9K+ 99.34% |
$685K - $793K
|
7.83K
$1.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-358- 19.1% |
$62.8K - $72.8K
|
1.52K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-59- 0.32% |
$10.4K - $12K
|
18.2K
$3.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-12.9K- 6.07% |
$2.27M - $2.63M
|
200K
$42.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.38K- 40.75% |
$241K - $280K
|
2K
$422K
|