Latest Institutional Purchases of Ishares Msci Usa Momentum Fact (MTUM)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Momentum Fact (MTUM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
463K+ 1055.38% |
$93.3M - $101M
|
507K
$111M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
443K+ 90.2% |
$89.3M - $96.4M
|
935K
$205M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
249K+ 140.85% |
$50M - $54.1M
|
425K
$93.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
160K+ 245.58% |
$32.2M - $34.8M
|
225K
$49.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
159KNew |
$32.1M - $34.7M
|
159K
$34.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
113K+ 10.17% |
$22.8M - $24.6M
|
1.23M
$269M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
89.4KNew |
$18M - $19.4M
|
89.4K
$19.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
72.7K+ 276.21% |
$14.6M - $15.8M
|
99.1K
$21.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
62.8K+ 200.49% |
$12.6M - $13.7M
|
94.1K
$20.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
58.4KNew |
$11.8M - $12.7M
|
58.4K
$12.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
46.7KNew |
$9.4M - $10.1M
|
46.7K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
37.5KNew |
$7.56M - $8.16M
|
37.5K
$8.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36.1K+ 403.52% |
$7.28M - $7.86M
|
45.1K
$9.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35.5K+ 3.69% |
$7.14M - $7.71M
|
996K
$218M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.3K+ 16.29% |
$6.09M - $6.58M
|
216K
$47.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
28.5K+ 820.8% |
$5.73M - $6.19M
|
31.9K
$7M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
26.7K+ 450.45% |
$5.38M - $5.81M
|
32.7K
$7.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
26.3KNew |
$5.29M - $5.71M
|
26.3K
$5.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
25.4KNew |
$5.11M - $5.52M
|
25.4K
$5.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.6KNew |
$4.74M - $5.12M
|
23.6K
$5.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
23.3KNew |
$4.69M - $5.06M
|
23.3K
$5.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22.2KNew |
$4.46M - $4.82M
|
22.2K
$4.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
21.9KNew |
$4.4M - $4.76M
|
21.9K
$4.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.6K+ 521.99% |
$3.94M - $4.26M
|
23.3K
$5.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
19.1KNew |
$3.84M - $4.15M
|
19.1K
$4.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.9K+ 97.64% |
$3.81M - $4.11M
|
38.3K
$8.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
18.5KNew |
$3.72M - $4.02M
|
18.5K
$4.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18.1KNew |
$3.65M - $3.94M
|
18.1K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
18K+ 1419.04% |
$3.62M - $3.91M
|
19.2K
$4.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
16.2KNew |
$3.26M - $3.52M
|
16.2K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
15.6K+ 111135.71% |
$3.13M - $3.38M
|
15.6K
$3.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
15.1KNew |
$3.05M - $3.29M
|
15.1K
$3.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
15K+ 5.31% |
$3.03M - $3.27M
|
298K
$65.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$2.89M - $3.12M
|
14.3K
$3.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 177.91% |
$2.83M - $3.06M
|
22K
$4.82M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
13.4KNew |
$2.7M - $2.91M
|
13.4K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
13KNew |
$2.61M - $2.82M
|
13K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
12.8KNew |
$2.58M - $2.79M
|
12.8K
$2.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
12.7K+ 336.18% |
$2.55M - $2.76M
|
16.4K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 463.18% |
$2.55M - $2.75M
|
15.4K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.9K+ 425.13% |
$2.4M - $2.59M
|
14.7K
$3.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.9KNew |
$2.39M - $2.59M
|
11.9K
$2.61M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$2.36M - $2.55M
|
11.7K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
11.7KNew |
$2.35M - $2.54M
|
11.7K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.1KNew |
$2.24M - $2.42M
|
11.1K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.9KNew |
$2.2M - $2.38M
|
10.9K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10KNew |
$2.02M - $2.18M
|
10K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
9.99K+ 11.17% |
$2.01M - $2.17M
|
99.4K
$21.8M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
9.68K+ 3.49% |
$1.95M - $2.1M
|
287K
$62.9M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
9.56KNew |
$1.92M - $2.08M
|
9.56K
$2.09M
|