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
Jul 11, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
16K
New
$2.17M - $2.31M
16K $3.2M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
12.7K
New
$1.72M - $1.83M
12.7K $2.54M
Aug 11, 2023 Q2 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
6.21K
New
$841K - $896K
6.21K $1.24M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
6.16K
+ 21.79%
$835K - $890K
34.4K $6.9M
Jul 21, 2023 Q2 2023
Riggs Asset Managment Co. Inc.

BUY
 -
3.26K
New
$441K - $470K
3.26K $652K
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
2.78K
New
$377K - $402K
2.78K $557K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
2.1K
New
$284K - $303K
2.1K $420K
Jul 18, 2023 Q2 2023
Members Trust CO

BUY
 -
1.89K
New
$257K - $273K
1.89K $379K
Jul 12, 2023 Q2 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
1.86K
New
$252K - $269K
1.86K $373K
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
1.52K
New
$206K - $219K
1.52K $304K
Jul 14, 2023 Q2 2023
Arden Trust CO

BUY
 -
1.32K
+ 3.87%
$178K - $190K
35.3K $7.07M
Jul 24, 2023 Q2 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
903
New
$122K - $130K
903 $181K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
319
New
$43.2K - $46.1K
319 $63.9K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
263
New
$35.6K - $38K
263 $52.7K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
169
+ 89.89%
$22.9K - $24.4K
357 $71.5K
Jul 14, 2023 Q2 2023
Navalign, LLC

BUY
 -
141
+ 0.5%
$19.1K - $20.4K
28.6K $5.73M
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

BUY
 -
140
New
$19K - $20.2K
140 $28.1K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
92
New
$12.5K - $13.3K
92 $18.4K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
79
+ 3.99%
$10.7K - $11.4K
2.06K $413K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
35
New
$4.74K - $5.06K
35 $7.01K
Aug 11, 2023 Q2 2023
Twin Tree Management, LP

Dallas, TX
BUY
 -
6
New
$813 - $867
6 $1.2K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
2
+ 0.29%
$271 - $289
700 $140K
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
1
New
$136 - $144
1 $200
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
521K
New
$69.4M - $76.2M
521K $104M
May 15, 2023 Q1 2023
Mcmorgan & CO LLC

San Francisco, CA
BUY
 -
40.6K
New
$5.41M - $5.94M
40.6K $8.14M
Apr 22, 2024 Q1 2023
Deane Retirement Strategies, Inc.

BUY
 -
39.4K
New
$5.25M - $5.77M
39.4K $7.9M
May 12, 2023 Q1 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
6.81K
New
$907K - $996K
6.81K $1.36M
Apr 12, 2023 Q1 2023
Retireful, LLC

BUY
 -
5.69K
New
$757K - $832K
5.69K $1.14M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
2.9K
New
$386K - $424K
2.9K $581K
Apr 17, 2023 Q1 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
2.55K
New
$340K - $373K
2.55K $511K
Apr 21, 2023 Q1 2023
Acas, LLC

BUY
 -
1.78K
New
$237K - $260K
1.78K $357K
Apr 04, 2024 Q1 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
1.67K
New
$222K - $244K
1.67K $334K
May 15, 2023 Q1 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
1.63K
New
$217K - $238K
1.63K $326K
Apr 20, 2023 Q1 2023
Cabot Wealth Management Inc

BUY
 -
1.61K
New
$215K - $236K
1.61K $323K
Apr 27, 2023 Q1 2023
Sunesis Advisors, LLC

BUY
 -
1.52K
New
$202K - $222K
1.52K $304K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
1.52K
New
$202K - $222K
1.52K $304K
Apr 14, 2023 Q1 2023
Mcia Inc

BUY
 -
897
+ 11.22%
$119K - $131K
8.89K $1.78M
Apr 25, 2023 Q1 2023
Cornerstone Wealth Group, LLC

BUY
 -
710
+ 0.5%
$94.6K - $104K
143K $28.6M
May 15, 2023 Q1 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
623
+ 12.28%
$83K - $91.1K
5.7K $1.14M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
567
New
$75.5K - $82.9K
567 $114K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
BUY
 -
518
New
$69K - $75.8K
518 $104K
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
418
+ 8.59%
$55.7K - $61.1K
5.28K $1.06M
Apr 10, 2023 Q1 2023
Wealth Management Resources, Inc.

BUY
 -
370
+ 10.32%
$49.3K - $54.1K
3.95K $792K
May 10, 2023 Q1 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
285
New
$38K - $41.7K
285 $57.1K
Apr 10, 2023 Q1 2023
Snider Financial Group

Bellevue, WA
BUY
 -
225
+ 2.02%
$30K - $32.9K
11.4K $2.28M
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
133
New
$17.7K - $19.5K
133 $26.6K
May 11, 2023 Q1 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
96
New
$12.8K - $14K
96 $19.2K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
84
+ 44.92%
$11.2K - $12.3K
271 $54.3K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
82
New
$10.9K - $12K
82 $16.4K

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