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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23New |
$3.06K - $3.36K
|
23
$5.45K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
23New |
$3.06K - $3.36K
|
23
$5.45K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
15New |
$2K - $2.19K
|
15
$3.55K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5New |
$666 - $731
|
5
$1.18K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
76K+ 7.08% |
$10.2M - $11.6M
|
1.15M
$272M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
33.4KNew |
$4.49M - $5.11M
|
33.4K
$7.92M
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
29KNew |
$3.89M - $4.43M
|
29K
$6.86M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
24KNew |
$3.23M - $3.67M
|
24K
$5.69M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
22.6KNew |
$3.04M - $3.46M
|
22.6K
$5.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
18.4KNew |
$2.47M - $2.81M
|
18.4K
$4.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
18.1KNew |
$2.42M - $2.76M
|
18.1K
$4.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
12.4K+ 93.23% |
$1.66M - $1.89M
|
25.7K
$6.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
11.6K+ 13.36% |
$1.56M - $1.78M
|
98.6K
$23.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
7.8KNew |
$1.05M - $1.19M
|
7.8K
$1.85M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.33KNew |
$983K - $1.12M
|
7.33K
$1.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
6.68KNew |
$897K - $1.02M
|
6.68K
$1.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
6.39KNew |
$857K - $975K
|
6.39K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
5.78K+ 26.97% |
$775K - $882K
|
27.2K
$6.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.52K+ 92.18% |
$740K - $843K
|
11.5K
$2.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
5.28KNew |
$708K - $806K
|
5.28K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.49K+ 18.68% |
$469K - $533K
|
22.2K
$5.25M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.14KNew |
$421K - $479K
|
3.14K
$743K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.84KNew |
$381K - $434K
|
2.84K
$672K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
2.42KNew |
$324K - $369K
|
2.42K
$572K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.06KNew |
$276K - $315K
|
2.06K
$488K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.66KNew |
$222K - $253K
|
1.66K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.65KNew |
$221K - $252K
|
1.65K
$390K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.55KNew |
$207K - $236K
|
1.55K
$366K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
1.54KNew |
$206K - $234K
|
1.54K
$364K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.42KNew |
$191K - $217K
|
1.42K
$337K
|
|
|
Jan 26, 2023
Q4 2022
|
Nkcfo LLC
|
BUY
|
- |
1.2KNew |
$161K - $183K
|
1.2K
$284K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
682New |
$91.5K - $104K
|
682
$162K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
666+ 79.67% |
$89.4K - $102K
|
1.5K
$356K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
392+ 13.55% |
$52.6K - $59.9K
|
3.29K
$778K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
335New |
$45K - $51.2K
|
335
$79.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
237New |
$31.8K - $36.2K
|
237
$56.1K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
174New |
$23.4K - $26.6K
|
174
$41.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
131New |
$17.6K - $20K
|
131
$31K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
111New |
$14.9K - $17K
|
111
$26.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
107New |
$14.4K - $16.3K
|
107
$25.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
96New |
$12.9K - $14.7K
|
96
$22.7K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
62New |
$8.32K - $9.47K
|
62
$14.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
59New |
$7.92K - $9.01K
|
59
$14K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
41+ 89.13% |
$5.5K - $6.26K
|
87
$20.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
39+ 1.4% |
$5.23K - $5.96K
|
2.82K
$669K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
37New |
$4.97K - $5.65K
|
37
$8.76K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
35New |
$4.7K - $5.35K
|
35
$8.29K
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
33New |
$4.43K - $5.04K
|
33
$7.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
31New |
$4.16K - $4.74K
|
31
$7.34K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
28+ 1.42% |
$3.76K - $4.28K
|
2K
$473K
|
|