Latest Institutional Purchases of Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
7.74K
New
$1.08M - $1.14M
7.74K $1.68M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 PUT
4.9K
New
$681K - $722K
4.9K $1.06M
Oct 26, 2023 Q3 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
3.57K
New
$496K - $527K
3.57K $773K
Nov 08, 2023 Q3 2023
Kilter Howling LLC

Boulder, CO
BUY
 -
1.31K
+ 2.45%
$181K - $192K
54.5K $11.8M
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
756
New
$105K - $111K
756 $164K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
739
New
$103K - $109K
739 $160K
Nov 14, 2023 Q3 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
703
New
$97.7K - $104K
703 $152K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
656
New
$91.1K - $96.7K
656 $142K
Oct 12, 2023 Q3 2023
Clean Yield Group

BUY
 -
400
New
$55.6K - $59K
400 $86.6K
Oct 25, 2023 Q3 2023
Blue Path Capital Management, LLC

Atlanta, GA
BUY
 -
291
New
$40.4K - $42.9K
291 $63K
Nov 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
201
+ 40.36%
$27.9K - $29.6K
699 $151K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
155
New
$21.5K - $22.8K
155 $33.6K
Oct 11, 2023 Q3 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
136
+ 7.48%
$18.9K - $20K
1.96K $423K
Oct 24, 2023 Q3 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
131
New
$18.2K - $19.3K
131 $28.4K
Nov 09, 2023 Q3 2023
Hallmark Capital Management Inc

BUY
 -
98
New
$13.6K - $14.4K
98 $21.2K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
89
+ 46.84%
$12.4K - $13.1K
279 $60.4K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
31
New
$4.31K - $4.57K
31 $6.71K
Nov 13, 2023 Q3 2023
Cypress Capital Management LLC (Wy)

BUY
 -
25
New
$3.47K - $3.69K
25 $5.41K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
16
New
$2.22K - $2.36K
16 $3.46K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
15
New
$2.08K - $2.21K
15 $3.25K
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
13
+ 0.18%
$1.81K - $1.92K
7.32K $1.59M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
12
New
$1.67K - $1.77K
12 $2.6K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
8
+ 3.74%
$1.11K - $1.18K
222 $48.1K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
2
New
$278 - $295
2 $433
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
1
New
$139 - $147
1 $217
Q2 2023
Jul 26, 2023 Q2 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
16.1K
New
$2.19M - $2.33M
16.1K $3.49M
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
16K
New
$2.17M - $2.31M
16K $3.46M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
12.7K
New
$1.72M - $1.83M
12.7K $2.74M
Aug 11, 2023 Q2 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
6.21K
New
$841K - $896K
6.21K $1.34M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
6.16K
+ 21.79%
$835K - $890K
34.4K $7.46M
Jul 21, 2023 Q2 2023
Riggs Asset Managment Co. Inc.

BUY
 -
3.26K
New
$441K - $470K
3.26K $705K
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
2.78K
New
$377K - $402K
2.78K $602K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
2.1K
New
$284K - $303K
2.1K $454K
Jul 18, 2023 Q2 2023
Members Trust CO

BUY
 -
1.89K
New
$257K - $273K
1.89K $410K
Jul 12, 2023 Q2 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
1.86K
New
$252K - $269K
1.86K $403K
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
1.52K
New
$206K - $219K
1.52K $328K
Aug 14, 2023 Q2 2023
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
1.39K
New
$188K - $201K
1.39K $301K
Jul 14, 2023 Q2 2023
Arden Trust CO

BUY
 -
1.32K
+ 3.87%
$178K - $190K
35.3K $7.64M
Jul 24, 2023 Q2 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
903
New
$122K - $130K
903 $196K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
544
+ 172.15%
$73.7K - $78.6K
860 $186K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
319
New
$43.2K - $46.1K
319 $69.1K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
263
New
$35.6K - $38K
263 $56.9K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
169
+ 89.89%
$22.9K - $24.4K
357 $77.3K
Jul 14, 2023 Q2 2023
Navalign, LLC

BUY
 -
141
+ 0.5%
$19.1K - $20.4K
28.6K $6.2M
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

BUY
 -
140
New
$19K - $20.2K
140 $30.3K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
92
New
$12.5K - $13.3K
92 $19.9K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
79
+ 3.99%
$10.7K - $11.4K
2.06K $446K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
35
New
$4.74K - $5.06K
35 $7.58K
Aug 11, 2023 Q2 2023
Twin Tree Management, LP

Dallas, TX
BUY
 -
6
New
$813 - $867
6 $1.3K

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