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 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.6KNew |
$352K - $410K
|
2.6K
$616K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
2.2KNew |
$298K - $347K
|
2.2K
$521K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.92KNew |
$259K - $302K
|
1.92K
$454K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.84KNew |
$248K - $289K
|
1.84K
$435K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.4KNew |
$189K - $220K
|
1.4K
$330K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
719New |
$97.3K - $113K
|
719
$170K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
445New |
$60.2K - $70.1K
|
445
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
214New |
$29K - $33.7K
|
214
$50.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
177New |
$24K - $27.9K
|
177
$41.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
155New |
$21K - $24.4K
|
155
$36.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
117New |
$15.8K - $18.4K
|
117
$27.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
60New |
$8.12K - $9.46K
|
60
$14.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
57New |
$7.72K - $8.98K
|
57
$13.5K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
32New |
$4.33K - $5.04K
|
32
$7.58K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4New |
$542 - $631
|
4
$947
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3New |
$406 - $473
|
3
$710
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3New |
$406 - $473
|
3
$710
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.95% |
$135 - $158
|
106
$25.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 1.96% |
$135 - $158
|
52
$12.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.43% |
$135 - $158
|
234
$55.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1+ 0.33% |
$135 - $158
|
303
$71.8K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
39.5KNew |
$5.49M - $5.83M
|
39.5K
$9.36M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
28.8KNew |
$4M - $4.25M
|
28.8K
$6.82M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
7.74KNew |
$1.08M - $1.14M
|
7.74K
$1.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
4.9KNew |
$681K - $722K
|
4.9K
$1.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.57KNew |
$496K - $527K
|
3.57K
$846K
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.31K+ 2.45% |
$181K - $192K
|
54.5K
$12.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
756New |
$105K - $111K
|
756
$179K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
656New |
$91.1K - $96.7K
|
656
$155K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
400New |
$55.6K - $59K
|
400
$94.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
291New |
$40.4K - $42.9K
|
291
$68.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
260+ 9.66% |
$36.1K - $38.3K
|
2.95K
$699K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
201+ 40.36% |
$27.9K - $29.6K
|
699
$166K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
155New |
$21.5K - $22.8K
|
155
$36.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
136+ 7.48% |
$18.9K - $20K
|
1.96K
$463K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
131New |
$18.2K - $19.3K
|
131
$31K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
98New |
$13.6K - $14.4K
|
98
$23.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
89+ 46.84% |
$12.4K - $13.1K
|
279
$66.1K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
31New |
$4.31K - $4.57K
|
31
$7.34K
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
25New |
$3.47K - $3.69K
|
25
$5.92K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
16New |
$2.22K - $2.36K
|
16
$3.79K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13+ 0.18% |
$1.81K - $1.92K
|
7.32K
$1.73M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
12New |
$1.67K - $1.77K
|
12
$2.84K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8+ 3.74% |
$1.11K - $1.18K
|
222
$52.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2New |
$278 - $295
|
2
$474
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1New |
$139 - $147
|
1
$237
|
|
| Q2 2023 | |||||||
|
May 19, 2025
Q2 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
35.9KNew |
$4.86M - $5.18M
|
35.9K
$8.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
16.1KNew |
$2.19M - $2.33M
|
16.1K
$3.82M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16KNew |
$2.17M - $2.31M
|
16K
$3.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
12.7KNew |
$1.72M - $1.83M
|
12.7K
$3M
|
|