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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.21KNew |
$841K - $896K
|
6.21K
$1.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.26KNew |
$441K - $470K
|
3.26K
$771K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.78KNew |
$377K - $402K
|
2.78K
$659K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.1KNew |
$284K - $303K
|
2.1K
$496K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
1.89KNew |
$257K - $273K
|
1.89K
$448K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.86KNew |
$252K - $269K
|
1.86K
$441K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.52KNew |
$206K - $219K
|
1.52K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.39KNew |
$188K - $201K
|
1.39K
$329K
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
BUY
|
- |
1.32K+ 3.87% |
$178K - $190K
|
35.3K
$8.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
903New |
$122K - $130K
|
903
$214K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
319New |
$43.2K - $46.1K
|
319
$75.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
263New |
$35.6K - $38K
|
263
$62.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
169+ 89.89% |
$22.9K - $24.4K
|
357
$84.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
141+ 0.5% |
$19.1K - $20.4K
|
28.6K
$6.78M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
140New |
$19K - $20.2K
|
140
$33.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
92New |
$12.5K - $13.3K
|
92
$21.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
6New |
$813 - $867
|
6
$1.42K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.29% |
$271 - $289
|
700
$166K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1New |
$136 - $144
|
1
$237
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
521KNew |
$69.4M - $76.2M
|
521K
$123M
|
|
|
May 15, 2023
Q1 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
40.6KNew |
$5.41M - $5.94M
|
40.6K
$9.62M
|
|
|
Apr 22, 2024
Q1 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
39.4KNew |
$5.25M - $5.77M
|
39.4K
$9.33M
|
|
|
May 12, 2023
Q1 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
6.81KNew |
$907K - $996K
|
6.81K
$1.61M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
5.69KNew |
$757K - $832K
|
5.69K
$1.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.9KNew |
$386K - $424K
|
2.9K
$686K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.55KNew |
$340K - $373K
|
2.55K
$604K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
1.78KNew |
$237K - $260K
|
1.78K
$422K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.67KNew |
$222K - $244K
|
1.67K
$394K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.63KNew |
$217K - $238K
|
1.63K
$386K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.61KNew |
$215K - $236K
|
1.61K
$382K
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
1.52KNew |
$202K - $222K
|
1.52K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$202K - $222K
|
1.52K
$359K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
BUY
|
- |
897+ 11.22% |
$119K - $131K
|
8.89K
$2.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
710+ 0.5% |
$94.6K - $104K
|
143K
$33.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
567New |
$75.5K - $82.9K
|
567
$134K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
418+ 8.59% |
$55.7K - $61.1K
|
5.28K
$1.25M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
370+ 10.32% |
$49.3K - $54.1K
|
3.95K
$936K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
285New |
$38K - $41.7K
|
285
$67.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
225+ 2.02% |
$30K - $32.9K
|
11.4K
$2.7M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
133New |
$17.7K - $19.5K
|
133
$31.5K
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
96New |
$12.8K - $14K
|
96
$22.7K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
84+ 44.92% |
$11.2K - $12.3K
|
271
$64.2K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
82New |
$10.9K - $12K
|
82
$19.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
73New |
$9.72K - $10.7K
|
73
$17.3K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
66New |
$8.79K - $9.65K
|
66
$15.6K
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
58+ 1.69% |
$7.72K - $8.48K
|
3.49K
$826K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
56New |
$7.46K - $8.19K
|
56
$13.3K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
54New |
$7.19K - $7.9K
|
54
$12.8K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
34New |
$4.53K - $4.97K
|
34
$8.05K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
26New |
$3.46K - $3.8K
|
26
$6.16K
|
|