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 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
665+ 26.15% |
$130K - $153K
|
3.21K
$760K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-20- 11.76% |
$3.92K - $4.59K
|
150
$35.5K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.5K+ 31.25% |
$294K - $344K
|
6.3K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-473- 2.13% |
$92.8K - $109K
|
21.7K
$5.14M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-39- 0.6% |
$7.65K - $8.95K
|
6.51K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-4- 0.11% |
$784 - $918
|
3.71K
$879K
|
|
|
May 14, 2025
Q1 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
PUT |
6.5KNew |
$1.27M - $1.49M
|
6.5K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
586+ 3.58% |
$115K - $134K
|
16.9K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.87K- 91.35% |
$367K - $429K
|
177
$41.9K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.4K+ 6.07% |
$274K - $321K
|
24.4K
$5.79M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.9K- 4.6% |
$3.51M - $4.11M
|
372K
$88M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-392K- 78.36% |
$76.8M - $89.8M
|
108K
$25.6M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-100- 4.57% |
$19.6K - $22.9K
|
2.09K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.96KClosed |
$384K - $450K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$2.2M - $2.57M
|
11.2K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-31- 13.25% |
$6.08K - $7.11K
|
203
$48.1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23.1KClosed |
$4.54M - $5.31M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
442+ 7.44% |
$86.7K - $101K
|
6.38K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14.2KNew |
$2.78M - $3.25M
|
14.2K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
236+ 7.04% |
$46.3K - $54.2K
|
3.59K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
931+ 0.26% |
$183K - $214K
|
358K
$84.9M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-83- 1.57% |
$16.3K - $19K
|
5.2K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
139+ 0.37% |
$27.3K - $31.9K
|
37.9K
$8.99M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-5.33K- 32.88% |
$1.05M - $1.22M
|
10.9K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-697- 3.19% |
$137K - $160K
|
21.2K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.75KNew |
$344K - $402K
|
1.75K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.04KNew |
$989K - $1.16M
|
5.04K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.28K- 2.2% |
$448K - $524K
|
102K
$24M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-172- 2.88% |
$33.7K - $39.5K
|
5.81K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
5.3KNew |
$1.04M - $1.22M
|
5.3K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.36K+ 115.27% |
$1.64M - $1.92M
|
15.6K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-280- 24.89% |
$54.9K - $64.3K
|
845
$200K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
560+ 10.89% |
$110K - $129K
|
5.7K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-284- 9.5% |
$55.7K - $65.2K
|
2.71K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-15- 0.25% |
$2.94K - $3.44K
|
6.07K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.93K- 13.15% |
$1.16M - $1.36M
|
39.2K
$9.28M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
338+ 32.31% |
$66.3K - $77.6K
|
1.38K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.04KNew |
$1.58M - $1.84M
|
8.04K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-995- 44.01% |
$195K - $228K
|
1.27K
$300K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5+ 0.43% |
$981 - $1.15K
|
1.18K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.34K+ 29.12% |
$1.44M - $1.68M
|
32.5K
$7.71M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.96K- 3.99% |
$777K - $909K
|
95.3K
$22.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 184.19% |
$281K - $329K
|
2.21K
$524K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
271+ 5.03% |
$53.1K - $62.2K
|
5.66K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.83K- 5.15% |
$360K - $421K
|
33.8K
$8M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-53- 0.12% |
$10.4K - $12.2K
|
42.5K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
40.2KNew |
$7.89M - $9.23M
|
40.2K
$9.53M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
205+ 0.63% |
$40.2K - $47K
|
32.6K
$7.73M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
537+ 15.95% |
$105K - $123K
|
3.9K
$925K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.9K+ 5.21% |
$6.84M - $8M
|
705K
$167M
|