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 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
51.7K+ 140.37% |
$10.4M - $11.2M
|
88.6K
$18.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50.1K+ 131.71% |
$10.1M - $10.9M
|
88.1K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
PUT |
50KNew |
$10.1M - $10.9M
|
50K
$10.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
46.7KNew |
$9.4M - $10.1M
|
46.7K
$9.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
46.6K+ 158.62% |
$9.39M - $10.1M
|
76K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.6K+ 51.42% |
$8.97M - $9.69M
|
131K
$26.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.4K+ 118.41% |
$8.94M - $9.66M
|
81.9K
$16.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
44K+ 79.58% |
$8.86M - $9.57M
|
99.3K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
43.9K+ 3433.39% |
$8.84M - $9.55M
|
45.2K
$9.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.5K+ 94.48% |
$8.56M - $9.25M
|
87.5K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
41.2K+ 232.97% |
$8.29M - $8.95M
|
58.9K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.8K+ 744.57% |
$8.01M - $8.65M
|
45.1K
$9.21M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
37.5KNew |
$7.56M - $8.16M
|
37.5K
$7.66M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
PUT |
37.5KNew |
$7.55M - $8.15M
|
37.5K
$7.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36.1K+ 403.52% |
$7.28M - $7.86M
|
45.1K
$9.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
35.8K+ 3594.58% |
$7.21M - $7.79M
|
36.8K
$7.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35.5K+ 3.69% |
$7.14M - $7.71M
|
996K
$203M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
33K+ 84.54% |
$6.65M - $7.19M
|
72.1K
$14.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
32.7K+ 894.23% |
$6.58M - $7.11M
|
36.3K
$7.42M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
32.4KNew |
$6.53M - $7.05M
|
32.4K
$6.62M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
32KNew |
$6.43M - $6.95M
|
32K
$6.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
31.4KNew |
$6.33M - $6.83M
|
31.4K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
31.3KNew |
$6.31M - $6.82M
|
31.3K
$6.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.3K+ 16.29% |
$6.09M - $6.58M
|
216K
$44.1M
|
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
30KNew |
$6.04M - $6.52M
|
30K
$6.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
PUT |
30KNew |
$6.04M - $6.52M
|
30K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
29.2KNew |
$5.88M - $6.35M
|
29.2K
$5.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
28.5K+ 820.8% |
$5.73M - $6.19M
|
31.9K
$6.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.1K+ 262.96% |
$5.66M - $6.11M
|
38.8K
$7.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
26.9KNew |
$5.42M - $5.86M
|
26.9K
$5.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
26.7K+ 450.45% |
$5.38M - $5.81M
|
32.7K
$6.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
26.3KNew |
$5.29M - $5.71M
|
26.3K
$5.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
25.4KNew |
$5.11M - $5.52M
|
25.4K
$5.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
25.4KNew |
$5.11M - $5.52M
|
25.4K
$5.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
24.5K+ 2474.65% |
$4.93M - $5.33M
|
25.5K
$5.2M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
24.4K+ 22.4% |
$4.92M - $5.31M
|
133K
$27.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.6KNew |
$4.74M - $5.12M
|
23.6K
$4.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
23.3KNew |
$4.69M - $5.06M
|
23.3K
$4.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22.7K+ 747.26% |
$4.56M - $4.93M
|
25.7K
$5.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22.2KNew |
$4.46M - $4.82M
|
22.2K
$4.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
21.9KNew |
$4.4M - $4.76M
|
21.9K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
21.9K+ 1731.67% |
$4.4M - $4.76M
|
23.1K
$4.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
21.2KNew |
$4.26M - $4.6M
|
21.2K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.1K+ 28.79% |
$4.25M - $4.59M
|
94.4K
$19.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
20.7K+ 1416.58% |
$4.16M - $4.5M
|
22.1K
$4.52M
|
|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
19.9K+ 192.78% |
$4.01M - $4.33M
|
30.2K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19.7K+ 593.79% |
$3.97M - $4.28M
|
23K
$4.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.6K+ 521.99% |
$3.94M - $4.26M
|
23.3K
$4.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.4K+ 24.59% |
$3.91M - $4.22M
|
98.3K
$20.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
19.1KNew |
$3.84M - $4.15M
|
19.1K
$3.89M
|