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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
24KNew |
$3.23M - $3.67M
|
24K
$5.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
22.6KNew |
$3.04M - $3.46M
|
22.6K
$4.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
21KNew |
$2.81M - $3.2M
|
21K
$4.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
20.7KNew |
$2.78M - $3.17M
|
20.7K
$4.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
18.4KNew |
$2.47M - $2.81M
|
18.4K
$3.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
18.1KNew |
$2.42M - $2.76M
|
18.1K
$3.91M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.2KNew |
$2.17M - $2.48M
|
16.2K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.4KNew |
$1.66M - $1.89M
|
12.4K
$2.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
12.4K+ 93.23% |
$1.66M - $1.89M
|
25.7K
$5.56M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
11.6K+ 13.36% |
$1.56M - $1.78M
|
98.6K
$21.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11.3KNew |
$1.51M - $1.72M
|
11.3K
$2.44M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.2KNew |
$1.5M - $1.71M
|
11.2K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.8KNew |
$1.05M - $1.19M
|
7.8K
$1.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.7KNew |
$1.03M - $1.18M
|
7.7K
$1.67M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.33KNew |
$983K - $1.12M
|
7.33K
$1.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
6.68KNew |
$897K - $1.02M
|
6.68K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.58KNew |
$882K - $1M
|
6.58K
$1.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.39KNew |
$857K - $975K
|
6.39K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
5.78K+ 26.97% |
$775K - $882K
|
27.2K
$5.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.52K+ 92.18% |
$740K - $843K
|
11.5K
$2.49M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.32KNew |
$714K - $812K
|
5.32K
$1.15M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.28KNew |
$708K - $806K
|
5.28K
$1.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.48KNew |
$601K - $684K
|
4.48K
$970K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
4.27KNew |
$573K - $652K
|
4.27K
$925K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.54KNew |
$475K - $541K
|
3.54K
$766K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.49K+ 18.68% |
$469K - $533K
|
22.2K
$4.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.14KNew |
$421K - $479K
|
3.14K
$679K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.84KNew |
$381K - $434K
|
2.84K
$615K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.84KNew |
$381K - $434K
|
2.84K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.75KNew |
$368K - $419K
|
2.75K
$594K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.43KNew |
$326K - $371K
|
2.43K
$526K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
2.42KNew |
$324K - $369K
|
2.42K
$523K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.24KNew |
$301K - $342K
|
2.24K
$485K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.17KNew |
$292K - $332K
|
2.17K
$470K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.13KNew |
$285K - $325K
|
2.13K
$460K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.11KNew |
$283K - $322K
|
2.11K
$456K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.06KNew |
$276K - $315K
|
2.06K
$446K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.01KNew |
$269K - $307K
|
2.01K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.81KNew |
$243K - $276K
|
1.81K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1.7KNew |
$228K - $260K
|
1.7K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$222K - $253K
|
1.66K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.65KNew |
$221K - $252K
|
1.65K
$357K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.58KNew |
$212K - $241K
|
1.58K
$341K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.55KNew |
$207K - $236K
|
1.55K
$335K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
1.54KNew |
$206K - $234K
|
1.54K
$332K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.42KNew |
$191K - $217K
|
1.42K
$308K
|
|
|
Jan 26, 2023
Q4 2022
|
Nkcfo LLC
|
BUY
|
- |
1.2KNew |
$161K - $183K
|
1.2K
$260K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
682New |
$91.5K - $104K
|
682
$148K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
680+ 3.01% |
$91.3K - $104K
|
23.3K
$5.04M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
666+ 79.67% |
$89.4K - $102K
|
1.5K
$325K
|