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 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-61- 32.45% |
$12K - $14K
|
127
$30.1K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12K+ 31.86% |
$2.35M - $2.74M
|
49.5K
$11.7M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-702- 23.1% |
$138K - $161K
|
2.34K
$553K
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-223- 1.57% |
$43.7K - $51.2K
|
13.9K
$3.3M
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-128- 5.95% |
$25.1K - $29.4K
|
2.02K
$479K
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
14New |
$2.75K - $3.21K
|
14
$3.32K
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.12K- 0.81% |
$219K - $257K
|
137K
$32.5M
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
22.4KNew |
$4.39M - $5.14M
|
22.4K
$5.31M
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.63K+ 22.7% |
$1.3M - $1.52M
|
35.8K
$8.49M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.52K- 13.86% |
$1.08M - $1.27M
|
34.3K
$8.13M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
5.1KNew |
$1M - $1.17M
|
5.1K
$1.21M
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
38New |
$7.45K - $8.72K
|
38
$9K
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-43.7K- 93.85% |
$8.56M - $10M
|
2.86K
$678K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.5K+ 1.11% |
$1.08M - $1.26M
|
503K
$119M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.3K+ 6.38% |
$4.17M - $4.88M
|
355K
$84.1M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
7.2K+ 54.39% |
$1.41M - $1.65M
|
20.4K
$4.84M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
48+ 3.41% |
$9.41K - $11K
|
1.46K
$345K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-513- 6.92% |
$101K - $118K
|
6.9K
$1.63M
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3+ 0.2% |
$588 - $688
|
1.51K
$358K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.68K+ 84.73% |
$329K - $385K
|
3.65K
$865K
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.7K+ 58.99% |
$333K - $390K
|
4.58K
$1.08M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 23.95% |
$2.27M - $2.65M
|
59.8K
$14.2M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
37+ 0.57% |
$7.26K - $8.49K
|
6.53K
$1.55M
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
28New |
$5.49K - $6.43K
|
28
$6.63K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.1K- 6.48% |
$1.2M - $1.4M
|
88K
$20.8M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-72- 4.14% |
$14.1K - $16.5K
|
1.67K
$395K
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
7.42K+ 13.58% |
$1.46M - $1.7M
|
62.1K
$14.7M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
154+ 5.37% |
$30.2K - $35.3K
|
3.02K
$716K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
366New |
$71.8K - $84K
|
366
$86.7K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-227- 12.65% |
$44.5K - $52.1K
|
1.57K
$371K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.23% |
$196 - $229
|
429
$102K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-849K- 74.65% |
$166M - $195M
|
288K
$68.3M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-931- 3.22% |
$183K - $214K
|
28K
$6.64M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
83+ 8.54% |
$16.3K - $19K
|
1.06K
$250K
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
749+ 95.05% |
$147K - $172K
|
1.54K
$364K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-961- 36.62% |
$188K - $221K
|
1.66K
$394K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.7K+ 11.52% |
$332K - $389K
|
16.4K
$3.88M
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
5KNew |
$980K - $1.15M
|
5K
$1.18M
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
11.7K+ 780.0% |
$2.29M - $2.68M
|
13.2K
$3.13M
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-23- 18.7% |
$4.51K - $5.28K
|
100
$23.7K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10.5KNew |
$2.06M - $2.41M
|
10.5K
$2.49M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.1K- 4.96% |
$412K - $482K
|
40.3K
$9.53M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-5.11K- 76.92% |
$1M - $1.17M
|
1.53K
$363K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 7.47% |
$6.08K - $7.11K
|
446
$106K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.85K+ 56.09% |
$363K - $425K
|
5.15K
$1.22M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
415+ 22.99% |
$81.4K - $95.2K
|
2.22K
$526K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-82.5K- 12.95% |
$16.2M - $18.9M
|
555K
$131M
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
1K+ 4.37% |
$197K - $230K
|
24K
$5.68M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.79K+ 1516.1% |
$351K - $411K
|
1.91K
$452K
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-222- 68.94% |
$43.5K - $50.9K
|
100
$23.7K
|