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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2New |
$362 - $481
|
2
$474
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.05% |
$181 - $240
|
1.95K
$462K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1+ 0.01% |
$181 - $240
|
8.15K
$1.93M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
513K+ 7.42% |
$101M - $118M
|
7.42M
$1.76B
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
189K+ 21.67% |
$37.1M - $43.4M
|
1.06M
$252M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
152K+ 5.47% |
$29.8M - $34.9M
|
2.93M
$694M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
150K+ 19.96% |
$29.4M - $34.4M
|
901K
$213M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
142K+ 63.06% |
$27.8M - $32.6M
|
367K
$86.9M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
110K+ 71693.46% |
$21.5M - $25.2M
|
110K
$26M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
100KNew |
$19.6M - $22.9M
|
100K
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
84.8K+ 12.18% |
$16.6M - $19.5M
|
781K
$185M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
71.9K+ 187.6% |
$14.1M - $16.5M
|
110K
$26.1M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
69.1K+ 10.12% |
$13.6M - $15.9M
|
753K
$178M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
65.5K+ 200.53% |
$12.8M - $15M
|
98.1K
$23.2M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
61.9K+ 3.54% |
$12.1M - $14.2M
|
1.81M
$429M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
58.1K+ 145.16% |
$11.4M - $13.3M
|
98.1K
$23.2M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
57.2KNew |
$11.2M - $13.1M
|
57.2K
$13.5M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
50.5K+ 478.83% |
$9.89M - $11.6M
|
61K
$14.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.4K+ 13.43% |
$9.89M - $11.6M
|
426K
$101M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
50KNew |
$9.81M - $11.5M
|
50K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
47.3KNew |
$9.28M - $10.9M
|
47.3K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.1K+ 4238.4% |
$9.24M - $10.8M
|
48.2K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
46.8KNew |
$9.19M - $10.7M
|
46.8K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
40.2KNew |
$7.89M - $9.23M
|
40.2K
$9.53M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
40K+ 55.71% |
$7.85M - $9.18M
|
112K
$26.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
35.6KNew |
$6.98M - $8.16M
|
35.6K
$8.43M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
35K+ 261.89% |
$6.86M - $8.03M
|
48.4K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.9K+ 5.21% |
$6.84M - $8M
|
705K
$167M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.1K+ 18.17% |
$6.48M - $7.59M
|
215K
$50.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.1K+ 1.28% |
$5.51M - $6.45M
|
2.22M
$527M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
26.1KNew |
$5.12M - $5.99M
|
26.1K
$6.18M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.4K+ 5.33% |
$4.98M - $5.83M
|
502K
$119M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
25.1K+ 1651.75% |
$4.91M - $5.75M
|
26.6K
$6.29M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.9K+ 2.4% |
$4.69M - $5.49M
|
1.02M
$242M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
23.8KNew |
$4.66M - $5.46M
|
23.8K
$5.63M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22.8K+ 194.25% |
$4.47M - $5.24M
|
34.6K
$8.18M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
22.4KNew |
$4.39M - $5.14M
|
22.4K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.9KNew |
$4.3M - $5.03M
|
21.9K
$5.19M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.3K+ 6.38% |
$4.17M - $4.88M
|
355K
$84.1M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
21.1KNew |
$4.13M - $4.83M
|
21.1K
$4.99M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.1K+ 441.75% |
$3.95M - $4.62M
|
24.7K
$5.85M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
18.2KNew |
$3.57M - $4.17M
|
18.2K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17K+ 14.71% |
$3.33M - $3.89M
|
132K
$31.3M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
16.1KNew |
$3.16M - $3.7M
|
16.1K
$3.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
15.8KNew |
$3.09M - $3.62M
|
15.8K
$3.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
14.9K+ 678.49% |
$2.91M - $3.41M
|
17K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14.2KNew |
$2.78M - $3.25M
|
14.2K
$3.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
13.6KNew |
$2.67M - $3.13M
|
13.6K
$3.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13K+ 49.56% |
$2.55M - $2.99M
|
39.3K
$9.3M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
12.3KNew |
$2.41M - $2.82M
|
12.3K
$2.91M
|
|