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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.29% |
$271 - $289
|
700
$152K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1New |
$136 - $144
|
1
$217
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
521KNew |
$69.4M - $76.2M
|
521K
$113M
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
40.6KNew |
$5.41M - $5.94M
|
40.6K
$8.79M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
39.4KNew |
$5.25M - $5.77M
|
39.4K
$8.54M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
6.81KNew |
$907K - $996K
|
6.81K
$1.47M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
5.69KNew |
$757K - $832K
|
5.69K
$1.23M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.27KNew |
$569K - $624K
|
4.27K
$924K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.9KNew |
$386K - $424K
|
2.9K
$627K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.55KNew |
$340K - $373K
|
2.55K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.27KNew |
$303K - $332K
|
2.27K
$492K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
1.78KNew |
$237K - $260K
|
1.78K
$385K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.67KNew |
$222K - $244K
|
1.67K
$361K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.63KNew |
$217K - $238K
|
1.63K
$353K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.61KNew |
$215K - $236K
|
1.61K
$349K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.52KNew |
$202K - $222K
|
1.52K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$202K - $222K
|
1.52K
$328K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
BUY
|
- |
897+ 11.22% |
$119K - $131K
|
8.89K
$1.93M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
710+ 0.5% |
$94.6K - $104K
|
143K
$30.9M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
623+ 12.28% |
$83K - $91.1K
|
5.7K
$1.23M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
567New |
$75.5K - $82.9K
|
567
$123K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
518New |
$69K - $75.8K
|
518
$112K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
418+ 8.59% |
$55.7K - $61.1K
|
5.28K
$1.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
370+ 10.32% |
$49.3K - $54.1K
|
3.95K
$856K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
285New |
$38K - $41.7K
|
285
$61.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
225+ 2.02% |
$30K - $32.9K
|
11.4K
$2.46M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
133New |
$17.7K - $19.5K
|
133
$28.8K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
96New |
$12.8K - $14K
|
96
$20.8K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
84+ 44.92% |
$11.2K - $12.3K
|
271
$58.7K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
82New |
$10.9K - $12K
|
82
$17.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
73New |
$9.72K - $10.7K
|
73
$15.8K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
66New |
$8.79K - $9.65K
|
66
$14.3K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
58+ 1.69% |
$7.72K - $8.48K
|
3.49K
$756K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
56New |
$7.46K - $8.19K
|
56
$12.1K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54New |
$7.19K - $7.9K
|
54
$11.7K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 13.07% |
$5.33K - $5.85K
|
346
$74.9K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
34New |
$4.53K - $4.97K
|
34
$7.36K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
26New |
$3.46K - $3.8K
|
26
$5.63K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23New |
$3.06K - $3.36K
|
23
$4.98K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
23New |
$3.06K - $3.36K
|
23
$4.98K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15New |
$2K - $2.19K
|
15
$3.25K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$666 - $731
|
5
$1.08K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
4+ 4.0% |
$533 - $585
|
104
$22.5K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
108KNew |
$14.6M - $16.6M
|
108K
$23.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
76K+ 7.08% |
$10.2M - $11.6M
|
1.15M
$249M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
38.4KNew |
$5.16M - $5.87M
|
38.4K
$8.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
33.4KNew |
$4.49M - $5.11M
|
33.4K
$7.24M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
29KNew |
$3.89M - $4.43M
|
29K
$6.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
27.9KNew |
$3.75M - $4.27M
|
27.9K
$6.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25.4KNew |
$3.41M - $3.88M
|
25.4K
$5.5M
|
|