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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.08KNew |
$365K - $422K
|
2.08K
$439K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
316+ 16.75% |
$55.4K - $64.2K
|
2.2K
$465K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.23% |
$526 - $610
|
1.28K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.27KNew |
$399K - $462K
|
2.27K
$480K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
135New |
$23.7K - $27.4K
|
135
$28.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.65K- 18.61% |
$641K - $743K
|
16K
$3.38M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
SELL
|
- |
-124- 5.5% |
$21.8K - $25.2K
|
2.13K
$450K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-149- 9.71% |
$26.1K - $30.3K
|
1.39K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-396- 3.86% |
$69.5K - $80.5K
|
9.86K
$2.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-12.3K- 13.06% |
$2.16M - $2.5M
|
81.8K
$17.3M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-477- 4.81% |
$83.7K - $97K
|
9.45K
$2M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
15+ 0.51% |
$2.63K - $3.05K
|
2.96K
$625K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-144- 2.46% |
$25.3K - $29.3K
|
5.71K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
113+ 1255.56% |
$19.8K - $23K
|
122
$25.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
546+ 19.52% |
$95.8K - $111K
|
3.34K
$706K
|
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2- 0.08% |
$351 - $407
|
2.35K
$497K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.31K+ 75.67% |
$581K - $674K
|
7.69K
$1.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-2.14K- 5.45% |
$375K - $435K
|
37.1K
$7.84M
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-42- 5.15% |
$7.37K - $8.54K
|
773
$163K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-165- 1.69% |
$29K - $33.5K
|
9.61K
$2.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
2+ 0.08% |
$351 - $407
|
2.48K
$523K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-49.2K- 72.35% |
$8.64M - $10M
|
18.8K
$3.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.24KNew |
$218K - $253K
|
1.24K
$263K
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-938- 25.15% |
$165K - $191K
|
2.79K
$590K
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-244- 14.33% |
$42.8K - $49.6K
|
1.46K
$308K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.89KNew |
$331K - $383K
|
1.89K
$398K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
63.4KNew |
$11.1M - $12.9M
|
63.4K
$13.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50.9K- 5.0% |
$8.93M - $10.4M
|
968K
$204M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-49.4K- 43.89% |
$8.66M - $10M
|
63.1K
$13.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-11- 0.58% |
$1.93K - $2.24K
|
1.89K
$400K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
766+ 66.96% |
$134K - $156K
|
1.91K
$404K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
141+ 1.23% |
$24.7K - $28.7K
|
11.6K
$2.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
78+ 16.85% |
$13.7K - $15.9K
|
541
$114K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-7.79K- 74.01% |
$1.37M - $1.58M
|
2.74K
$578K
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
91+ 1.62% |
$16K - $18.5K
|
5.72K
$1.21M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$351 - $407
|
3.58K
$756K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
236+ 1.23% |
$41.4K - $48K
|
19.4K
$4.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-4- 0.3% |
$702 - $813
|
1.33K
$280K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 1550.0% |
$27.2K - $31.5K
|
165
$34.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.13K+ 3.88% |
$199K - $230K
|
30.3K
$6.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-105- 2.8% |
$18.4K - $21.3K
|
3.64K
$769K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-338- 3.16% |
$59.3K - $68.7K
|
10.4K
$2.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.16K+ 5.11% |
$555K - $643K
|
65.1K
$13.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
27New |
$4.74K - $5.49K
|
27
$5.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-10- 0.83% |
$1.75K - $2.03K
|
1.19K
$252K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1+ 0.06% |
$175 - $203
|
1.8K
$380K
|
|
|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
5+ 0.07% |
$877 - $1.02K
|
7.54K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.2K- 20.84% |
$9.52M - $11M
|
206K
$43.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.2K- 1.93% |
$8.29M - $9.6M
|
2.39M
$506M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-76- 3.71% |
$13.3K - $15.5K
|
1.97K
$417K
|