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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$392 - $459
|
6.98K
$1.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2+ 0.07% |
$392 - $459
|
2.73K
$645K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 0.05% |
$392 - $459
|
4.43K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
2+ 0.23% |
$392 - $459
|
865
$205K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2+ 0.15% |
$392 - $459
|
1.33K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$196 - $229
|
2.44K
$577K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.23% |
$196 - $229
|
429
$102K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.09% |
$196 - $229
|
1.06K
$250K
|
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1+ 0.08% |
$196 - $229
|
1.2K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1+ 1.12% |
$196 - $229
|
90
$21.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$196 - $229
|
2.01K
$475K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
501K+ 187.45% |
$101M - $109M
|
768K
$182M
|
|
|
Feb 14, 2025
Q4 2024
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
485KNew |
$97.7M - $106M
|
485K
$115M
|
|
|
Feb 10, 2025
Q4 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
315KNew |
$63.4M - $68.5M
|
315K
$74.6M
|
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
221KNew |
$44.6M - $48.1M
|
221K
$52.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
PUT |
200KNew |
$40.3M - $43.5M
|
200K
$47.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
150KNew |
$30.2M - $32.6M
|
150K
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hidden Lake Asset Management LP
New York, NY |
BUY
|
PUT |
110KNew |
$22.1M - $23.9M
|
110K
$26M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
101KNew |
$20.2M - $21.9M
|
101K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
75KNew |
$15.1M - $16.3M
|
75K
$17.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ayal Capital Advisors LTD
Toronto, A6 |
BUY
|
PUT |
60KNew |
$12.1M - $13M
|
60K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
50KNew |
$10.1M - $10.9M
|
50K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
41.2K+ 232.97% |
$8.29M - $8.95M
|
58.9K
$13.9M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
38.1KNew |
$7.67M - $8.29M
|
38.1K
$9.02M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
37.5KNew |
$7.55M - $8.15M
|
37.5K
$8.88M
|
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
30KNew |
$6.04M - $6.52M
|
30K
$7.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
PUT |
30KNew |
$6.04M - $6.52M
|
30K
$7.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$3.25M - $3.51M
|
16.1K
$3.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
15.1KNew |
$3.05M - $3.29M
|
15.1K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.4KNew |
$2.9M - $3.13M
|
14.4K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
12.8KNew |
$2.58M - $2.79M
|
12.8K
$3.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.9KNew |
$2.39M - $2.59M
|
11.9K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
9.69KNew |
$1.95M - $2.11M
|
9.69K
$2.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.75KNew |
$1.76M - $1.9M
|
8.75K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
8.75K+ 329.7% |
$1.76M - $1.9M
|
11.4K
$2.7M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.71K+ 106.65% |
$1.55M - $1.68M
|
14.9K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7.19KNew |
$1.45M - $1.56M
|
7.19K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.93KNew |
$1.39M - $1.51M
|
6.93K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.8KNew |
$1.17M - $1.26M
|
5.8K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
5.68K+ 137.14% |
$1.14M - $1.23M
|
9.82K
$2.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.19K+ 6.34% |
$1.04M - $1.13M
|
87K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.04KNew |
$1.02M - $1.1M
|
5.04K
$1.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.03K+ 179.75% |
$1.01M - $1.09M
|
7.83K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.84KNew |
$975K - $1.05M
|
4.84K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
PUT |
4.8KNew |
$966K - $1.04M
|
4.8K
$1.14M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.62KNew |
$930K - $1M
|
4.62K
$1.09M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
4.22KNew |
$850K - $918K
|
4.22K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.06K+ 86.29% |
$817K - $883K
|
8.77K
$2.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
3.64KNew |
$734K - $792K
|
3.64K
$863K
|
|