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 |
---|---|---|---|---|---|---|---|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
3New |
$403 - $458
|
3
$624
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$134 - $153
|
1
$208
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.1% |
$134 - $153
|
1.03K
$214K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1New |
$134 - $153
|
1
$208
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
0New |
$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
$28.1M
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
11K+ 1.85% |
$1.45M - $1.63M
|
608K
$126M
|
|
Nov 14, 2022
Q3 2022
|
Amundi
Paris, I0 |
BUY
|
- |
7.8KNew |
$1.02M - $1.15M
|
7.8K
$1.62M
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.26KNew |
$297K - $334K
|
2.26K
$470K
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
2.14KNew |
$281K - $316K
|
2.14K
$445K
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.84K+ 7.98% |
$241K - $271K
|
24.8K
$5.17M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.17KNew |
$153K - $173K
|
1.17K
$243K
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
813+ 3.96% |
$107K - $120K
|
21.3K
$4.44M
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
631New |
$82.8K - $93.2K
|
631
$131K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
519+ 3.2% |
$68.1K - $76.6K
|
16.7K
$3.48M
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
413New |
$54.2K - $61K
|
413
$85.9K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
400New |
$52.5K - $59.1K
|
400
$83.2K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
344New |
$45.1K - $50.8K
|
344
$71.6K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
202New |
$26.5K - $29.8K
|
202
$42K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
56+ 32.94% |
$7.35K - $8.27K
|
226
$47K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
21New |
$2.75K - $3.1K
|
21
$4.37K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
21New |
$2.75K - $3.1K
|
21
$4.37K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
16+ 16.33% |
$2.1K - $2.36K
|
114
$23.7K
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
14+ 0.03% |
$1.84K - $2.07K
|
51.3K
$10.7M
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9+ 8.04% |
$1.18K - $1.33K
|
121
$25.2K
|
|
Nov 01, 2022
Q3 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2022 | |||||||
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
34.6KNew |
$4.5M - $5.89M
|
34.6K
$7.19M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
34.5K+ 101373.53% |
$4.49M - $5.87M
|
34.5K
$7.18M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.53KNew |
$459K - $601K
|
3.53K
$734K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.05KNew |
$267K - $349K
|
2.05K
$426K
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
2.02K+ 12.2% |
$263K - $344K
|
18.6K
$3.86M
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.85KNew |
$241K - $315K
|
1.85K
$384K
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.57KNew |
$204K - $267K
|
1.57K
$326K
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.47KNew |
$192K - $251K
|
1.47K
$307K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.44K+ 18.56% |
$187K - $245K
|
9.18K
$1.91M
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.24K+ 2.55% |
$162K - $211K
|
49.9K
$10.4M
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.19K+ 15.88% |
$155K - $203K
|
8.69K
$1.81M
|
|
Aug 02, 2022
Q2 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
843+ 7.83% |
$110K - $144K
|
11.6K
$2.41M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
398New |
$51.8K - $67.8K
|
398
$82.8K
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
392+ 286.13% |
$51.1K - $66.8K
|
529
$110K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
300New |
$39.1K - $51.1K
|
300
$62.4K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
261New |
$34K - $44.5K
|
261
$54.3K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
148New |
$19.3K - $25.2K
|
148
$30.8K
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
81New |
$10.6K - $13.8K
|
81
$16.9K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
57New |
$7.42K - $9.71K
|
57
$11.9K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
26New |
$3.39K - $4.43K
|
26
$5.41K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20New |
$2.61K - $3.41K
|
20
$4.16K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
19New |
$2.47K - $3.24K
|
19
$3.95K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
15New |
$1.95K - $2.56K
|
15
$3.12K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.66% |
$130 - $170
|
153
$31.8K
|