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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Baker Boyer National Bank
|
BUY
|
- |
5+ 0.07% |
$877 - $1.02K
|
7.54K
$1.57M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.19% |
$526 - $610
|
1.55K
$321K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.02% |
$526 - $610
|
18.1K
$3.76M
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$351 - $407
|
3.58K
$745K
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 0.05% |
$351 - $407
|
4.43K
$921K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1+ 0.06% |
$175 - $203
|
1.8K
$374K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.07% |
$175 - $203
|
1.39K
$290K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.02% |
$175 - $203
|
5.35K
$1.11M
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
846K+ 333.38% |
$147M - $168M
|
1.1M
$229M
|
|
Aug 07, 2024
Q2 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
355KNew |
$61.7M - $70.7M
|
355K
$74M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
301K+ 19.65% |
$52.3M - $59.9M
|
1.83M
$382M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
214K+ 2.91% |
$37.1M - $42.5M
|
7.55M
$1.57B
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
209K+ 62.75% |
$36.2M - $41.5M
|
541K
$113M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
206K+ 56.1% |
$35.7M - $40.9M
|
572K
$119M
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
160KNew |
$27.7M - $31.7M
|
160K
$33.2M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
121K+ 4142.74% |
$21M - $24M
|
124K
$25.8M
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
108K+ 101.54% |
$18.7M - $21.5M
|
214K
$44.6M
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
80.5K+ 6041.11% |
$14M - $16M
|
81.9K
$17M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
69.2K+ 4.46% |
$12M - $13.8M
|
1.62M
$337M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
66.6KNew |
$11.6M - $13.2M
|
66.6K
$13.8M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
59.7K+ 330.49% |
$10.4M - $11.9M
|
77.8K
$16.2M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
33.7KNew |
$5.85M - $6.7M
|
33.7K
$7.01M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.5K+ 5.68% |
$5.64M - $6.45M
|
604K
$126M
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
29.8K+ 264.23% |
$5.17M - $5.92M
|
41.1K
$8.55M
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28.7K+ 320.15% |
$4.98M - $5.7M
|
37.6K
$7.83M
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
26.8K+ 103.31% |
$4.65M - $5.33M
|
52.7K
$11M
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
26.4K+ 106.77% |
$4.59M - $5.25M
|
51.2K
$10.6M
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
PUT |
19.5K+ 361.11% |
$3.38M - $3.88M
|
24.9K
$5.18M
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
18.5K+ 293.19% |
$3.22M - $3.68M
|
24.8K
$5.17M
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.8K+ 253.61% |
$3.08M - $3.53M
|
24.8K
$5.15M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
16.7K+ 580.94% |
$2.9M - $3.32M
|
19.6K
$4.07M
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
15.1KNew |
$2.62M - $3M
|
15.1K
$3.14M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.9KNew |
$2.59M - $2.96M
|
14.9K
$3.1M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.3K+ 263.99% |
$2.48M - $2.84M
|
19.7K
$4.1M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.4K+ 117.38% |
$2.32M - $2.66M
|
24.8K
$5.15M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.8K+ 0.9% |
$2.22M - $2.54M
|
1.43M
$298M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.6K+ 10.9% |
$2.19M - $2.51M
|
129K
$26.7M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
11.7K+ 172.0% |
$2.03M - $2.33M
|
18.5K
$3.85M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.6K+ 79.02% |
$2.02M - $2.31M
|
26.4K
$5.48M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
10.9K+ 177.24% |
$1.89M - $2.17M
|
17.1K
$3.55M
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
10.7KNew |
$1.86M - $2.13M
|
10.7K
$2.23M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.5K+ 16.23% |
$1.82M - $2.09M
|
75.2K
$15.6M
|
|
Aug 07, 2024
Q2 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
10K+ 25.0% |
$1.74M - $1.99M
|
50K
$10.4M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.99K+ 917.83% |
$1.73M - $1.99M
|
11.1K
$2.3M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.24KNew |
$1.6M - $1.84M
|
9.24K
$1.92M
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9.04K+ 7.88% |
$1.57M - $1.8M
|
124K
$25.7M
|
|
Jul 31, 2024
Q2 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
9KNew |
$1.56M - $1.79M
|
9K
$1.87M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.96K+ 1.09% |
$1.56M - $1.78M
|
830K
$173M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.65K+ 21.29% |
$1.5M - $1.72M
|
49.3K
$10.3M
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
8.29KNew |
$1.44M - $1.65M
|
8.29K
$1.72M
|