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
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
392
+ 13.55%
$52.6K - $59.9K
3.29K $711K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
335
New
$45K - $51.2K
335 $72.5K
Feb 14, 2023 Q4 2022
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
237
New
$31.8K - $36.2K
237 $51.3K
Feb 15, 2023 Q4 2022
True Wealth Design, LLC

Akron, OH
BUY
 -
174
New
$23.4K - $26.6K
174 $37.7K
Jan 19, 2023 Q4 2022
Arlington Partners LLC

BUY
 -
131
New
$17.6K - $20K
131 $28.4K
Jan 19, 2023 Q4 2022
Asset Dedication, LLC

BUY
 -
111
New
$14.9K - $17K
111 $24K
Jan 11, 2023 Q4 2022
Accurate Wealth Management, LLC

BUY
 -
107
New
$14.4K - $16.3K
107 $23.2K
Jan 17, 2023 Q4 2022
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
96
New
$12.9K - $14.7K
96 $20.8K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
62
New
$8.32K - $9.47K
62 $13.4K
Feb 15, 2023 Q4 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
BUY
 -
59
New
$7.92K - $9.01K
59 $12.8K
Feb 06, 2023 Q4 2022
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
39
+ 1.4%
$5.23K - $5.96K
2.82K $611K
Feb 01, 2023 Q4 2022
Private Ocean, LLC

BUY
 -
37
New
$4.97K - $5.65K
37 $8.01K
Feb 09, 2023 Q4 2022
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
35
New
$4.7K - $5.35K
35 $7.58K
Feb 02, 2023 Q4 2022
Solstein Capital, LLC

Menlo Park, CA
BUY
 -
33
New
$4.43K - $5.04K
33 $7.15K
Feb 14, 2023 Q4 2022
Fin Trust Capital Advisors, LLC

BUY
 -
31
New
$4.16K - $4.74K
31 $6.71K
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

BUY
 -
28
+ 1.42%
$3.76K - $4.28K
2K $432K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
23
New
$3.09K - $3.51K
23 $4.98K
Jan 24, 2023 Q4 2022
Phillips Financial Management, LLC

BUY
 -
17
New
$2.28K - $2.6K
17 $3.68K
Jan 12, 2023 Q4 2022
Beacon Capital Management, Inc.

BUY
 -
16
New
$2.15K - $2.44K
16 $3.46K
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
14
New
$1.88K - $2.14K
14 $3.03K
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
11
+ 1.35%
$1.48K - $1.68K
823 $178K
Jan 19, 2023 Q4 2022
Iron Horse Wealth Management, LLC

BUY
 -
8
New
$1.07K - $1.22K
8 $1.73K
Feb 14, 2023 Q4 2022
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
6
New
$805 - $917
6 $1.3K
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
6
New
$805 - $917
6 $1.3K
Feb 14, 2023 Q4 2022
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
4
New
$537 - $611
4 $866
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 PUT
4
New
$537 - $611
4 $866
Jan 10, 2023 Q4 2022
West Financial Advisors, LLC

BUY
 -
3
New
$403 - $458
3 $650
Feb 13, 2023 Q4 2022
Clear Street Markets LLC

BUY
 -
1
New
$134 - $153
1 $217
Jan 26, 2023 Q4 2022
Accel Wealth Management

BUY
 -
1
+ 0.1%
$134 - $153
1.03K $222K
Jan 12, 2023 Q4 2022
Valley National Advisers Inc

BUY
 -
1
New
$134 - $153
1 $217
Feb 14, 2023 Q4 2022
Global Trust Asset Management, LLC

BUY
 -
0
New
$0 - $0
0 $0
Q3 2022
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
53.9K
+ 66.63%
$7.08M - $7.97M
135K $29.2M
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
11K
+ 1.85%
$1.45M - $1.63M
608K $132M
Nov 14, 2022 Q3 2022
Amundi

Paris, I0
BUY
 -
7.8K
New
$1.02M - $1.15M
7.8K $1.69M
Nov 16, 2022 Q3 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
2.26K
New
$297K - $334K
2.26K $490K
Oct 25, 2022 Q3 2022
Texas Permanent School Fund

Austin, TX
BUY
 -
2.14K
New
$281K - $316K
2.14K $463K
Nov 14, 2022 Q3 2022
Verition Fund Management LLC

Greenwich, CT
BUY
 -
1.84K
+ 7.98%
$241K - $271K
24.8K $5.38M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
1.17K
New
$153K - $173K
1.17K $253K
Nov 14, 2022 Q3 2022
Stringer Asset Management, LLC

Memphis, TN
BUY
 -
813
+ 3.96%
$107K - $120K
21.3K $4.62M
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
631
New
$82.8K - $93.2K
631 $137K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
519
+ 3.2%
$68.1K - $76.6K
16.7K $3.62M
Oct 17, 2022 Q3 2022
Burleson & Company, LLC

BUY
 -
413
New
$54.2K - $61K
413 $89.4K
Nov 15, 2022 Q3 2022
Oxler Private Wealth LLC

New York, NY
BUY
 -
400
New
$52.5K - $59.1K
400 $86.6K
Nov 14, 2022 Q3 2022
Colonial Trust Advisors

Spartanburg, SC
BUY
 -
344
New
$45.1K - $50.8K
344 $74.5K
Nov 14, 2022 Q3 2022
Kenfarb & Co.

Ashland, KY
BUY
 -
202
New
$26.5K - $29.8K
202 $43.7K
Nov 01, 2022 Q3 2022
Strategic Asset Management, LLC

BUY
 -
56
+ 32.94%
$7.35K - $8.27K
226 $48.9K
Nov 18, 2022 Q3 2022
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
21
New
$2.75K - $3.1K
21 $4.55K
Oct 13, 2022 Q3 2022
Newbridge Financial Services Group, Inc.

BUY
 -
21
New
$2.75K - $3.1K
21 $4.55K
Nov 14, 2022 Q3 2022
Axim Planning & Wealth

Dayton, OH
BUY
 -
16
+ 16.33%
$2.1K - $2.36K
114 $24.7K

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