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 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-13.6K- 16.21% |
$2.68M - $3.13M
|
70.6K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
166+ 0.71% |
$32.6K - $38.1K
|
23.5K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
20+ 1.74% |
$3.92K - $4.59K
|
1.17K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-4.3K- 1.57% |
$843K - $987K
|
269K
$63.7M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.49K+ 11.28% |
$291K - $341K
|
14.7K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.4K+ 23.97% |
$1.06M - $1.24M
|
27.9K
$6.61M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
7+ 11.29% |
$1.37K - $1.61K
|
69
$16.3K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-347- 8.27% |
$68.1K - $79.6K
|
3.85K
$911K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 11.37% |
$845K - $989K
|
42.2K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
484+ 1.33% |
$94.9K - $111K
|
36.8K
$8.72M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-419- 52.9% |
$82.2K - $96.2K
|
373
$88.3K
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.83K+ 7.26% |
$554K - $649K
|
41.8K
$9.89M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-190- 4.7% |
$37.3K - $43.6K
|
3.85K
$912K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.09K- 0.8% |
$215K - $251K
|
135K
$32.1M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
186+ 6.54% |
$36.5K - $42.7K
|
3.03K
$718K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-271- 5.17% |
$53.1K - $62.2K
|
4.97K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
73+ 0.56% |
$14.3K - $16.8K
|
13.2K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
152K+ 5.47% |
$29.8M - $34.9M
|
2.93M
$694M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-323- 2.89% |
$63.3K - $74.1K
|
10.9K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.97K- 4.82% |
$386K - $452K
|
38.9K
$9.21M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
84.8K+ 12.18% |
$16.6M - $19.5M
|
781K
$185M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
100KNew |
$19.6M - $22.9M
|
100K
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-42- 3.65% |
$8.24K - $9.64K
|
1.11K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-490- 6.24% |
$96.1K - $112K
|
7.36K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.79K- 62.39% |
$548K - $641K
|
1.68K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
526+ 33.7% |
$103K - $121K
|
2.09K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.09K+ 1.1% |
$409K - $479K
|
193K
$45.6M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
18.2KNew |
$3.57M - $4.17M
|
18.2K
$4.31M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
150K+ 19.96% |
$29.4M - $34.4M
|
901K
$213M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.12KNew |
$219K - $256K
|
1.12K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
940+ 6.91% |
$184K - $216K
|
14.5K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
206+ 38.36% |
$40.4K - $47.3K
|
743
$176K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-78- 5.01% |
$15.3K - $17.9K
|
1.48K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.1K+ 441.75% |
$3.95M - $4.62M
|
24.7K
$5.85M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
67+ 0.67% |
$13.1K - $15.4K
|
10.1K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-22- 0.09% |
$4.31K - $5.05K
|
25.1K
$5.94M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-288K- 25.5% |
$56.4M - $66M
|
840K
$199M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.13K- 11.37% |
$417K - $488K
|
16.6K
$3.93M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.9K+ 26.73% |
$373K - $436K
|
9.01K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-113- 0.37% |
$22.2K - $25.9K
|
30.3K
$7.16M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.04K- 11.06% |
$203K - $238K
|
8.32K
$1.97M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-310K- 91.8% |
$60.7M - $71M
|
27.7K
$6.55M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
457+ 25.92% |
$89.6K - $105K
|
2.22K
$526K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-46- 2.01% |
$9.02K - $10.6K
|
2.24K
$531K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.55K+ 10.83% |
$305K - $357K
|
15.9K
$3.77M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.68K+ 71.43% |
$329K - $384K
|
4.02K
$952K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3New |
$588 - $688
|
3
$710
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.64KNew |
$910K - $1.07M
|
4.64K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3- 0.22% |
$588 - $688
|
1.35K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
309+ 7.55% |
$60.6K - $70.9K
|
4.4K
$1.04M
|