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 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
14.9K+ 1.15% |
$2.61M - $3.03M
|
1.31M
$276M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-8- 0.72% |
$1.4K - $1.63K
|
1.1K
$233K
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-2.83K- 8.26% |
$497K - $576K
|
31.5K
$6.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-35- 2.54% |
$6.14K - $7.12K
|
1.34K
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-386K- 34.65% |
$67.8M - $78.6M
|
729K
$154M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
177New |
$31.1K - $36K
|
177
$37.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
45.1KNew |
$7.92M - $9.18M
|
45.1K
$9.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.99K+ 24.12% |
$350K - $405K
|
10.3K
$2.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
900+ 47.34% |
$158K - $183K
|
2.8K
$592K
|
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-12.9K- 79.59% |
$2.26M - $2.62M
|
3.3K
$697K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-658- 1.81% |
$115K - $134K
|
35.7K
$7.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.9K- 4.6% |
$334K - $387K
|
39.4K
$8.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-161- 8.03% |
$28.2K - $32.7K
|
1.84K
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
BUY
|
- |
65+ 3.2% |
$11.4K - $13.2K
|
2.1K
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-791- 9.58% |
$139K - $161K
|
7.47K
$1.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12New |
$2.11K - $2.44K
|
12
$2.54K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-101- 1.28% |
$17.7K - $20.5K
|
7.77K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
10.8K+ 21.16% |
$1.9M - $2.2M
|
62K
$13.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
214New |
$37.5K - $43.5K
|
214
$45.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.64KNew |
$639K - $740K
|
3.64K
$769K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-11- 2.01% |
$1.93K - $2.24K
|
536
$113K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8+ 0.22% |
$1.4K - $1.63K
|
3.65K
$771K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.4K- 10.38% |
$772K - $895K
|
38K
$8.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
72.9K+ 4.5% |
$12.8M - $14.8M
|
1.69M
$358M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2- 0.01% |
$351 - $407
|
15.6K
$3.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-30- 0.5% |
$5.26K - $6.1K
|
5.99K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1+ 0.06% |
$175 - $203
|
1.71K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
62+ 5.21% |
$10.9K - $12.6K
|
1.25K
$264K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-51- 2.31% |
$8.95K - $10.4K
|
2.15K
$455K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-13.4K- 5.8% |
$2.35M - $2.72M
|
217K
$45.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-553- 1.82% |
$97K - $112K
|
29.9K
$6.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
8.24KNew |
$1.45M - $1.68M
|
8.24K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.2K- 1.52% |
$211K - $245K
|
78K
$16.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.45K- 42.06% |
$1.66M - $1.92M
|
13K
$2.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.51% |
$175 - $203
|
197
$41.6K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-30- 0.59% |
$5.26K - $6.1K
|
5.04K
$1.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
14+ 0.14% |
$2.46K - $2.85K
|
10.2K
$2.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.61K+ 5.58% |
$634K - $735K
|
68.4K
$14.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.9K+ 3.07% |
$332K - $385K
|
63.6K
$13.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
450+ 1.7% |
$79K - $91.5K
|
26.9K
$5.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.25K+ 13.26% |
$395K - $458K
|
19.2K
$4.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.87K+ 4.24% |
$328K - $380K
|
46K
$9.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
2+ 0.06% |
$351 - $407
|
3.18K
$672K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
130K+ 15.72% |
$22.9M - $26.5M
|
961K
$203M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
24+ 0.63% |
$4.21K - $4.88K
|
3.86K
$815K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
100New |
$17.5K - $20.3K
|
100
$21.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5New |
$877 - $1.02K
|
5
$1.06K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-424- 1.89% |
$74.4K - $86.2K
|
22K
$4.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-36- 0.7% |
$6.32K - $7.32K
|
5.12K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27.4K- 72.71% |
$4.8M - $5.56M
|
10.3K
$2.17M
|