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 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
7.4K+ 13.97% |
$1.28M - $1.47M
|
60.3K
$12.6M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.12KNew |
$1.06M - $1.22M
|
6.12K
$1.27M
|
|
Aug 12, 2024
Q2 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
5.96K+ 39.87% |
$1.04M - $1.19M
|
20.9K
$4.35M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.87K+ 33.7% |
$1.02M - $1.17M
|
23.3K
$4.84M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.86K+ 280.88% |
$1.02M - $1.17M
|
7.95K
$1.65M
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.4K+ 18.27% |
$937K - $1.07M
|
35K
$7.27M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.15K+ 327.34% |
$894K - $1.02M
|
6.72K
$1.4M
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
4.89K+ 45.78% |
$848K - $972K
|
15.6K
$3.24M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.8K+ 2.42% |
$834K - $955K
|
203K
$42.3M
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
4.79K+ 212.57% |
$831K - $952K
|
7.04K
$1.46M
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4.33K+ 109.96% |
$751K - $860K
|
8.26K
$1.72M
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.26K+ 2.04% |
$739K - $846K
|
213K
$44.3M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.84KNew |
$667K - $764K
|
3.84K
$799K
|
|
Jul 17, 2024
Q2 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
3.82K+ 5.37% |
$662K - $759K
|
74.9K
$15.6M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.81KNew |
$661K - $757K
|
3.81K
$793K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.74K+ 0.57% |
$649K - $744K
|
659K
$137M
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
3.72K+ 1104.15% |
$646K - $740K
|
4.06K
$844K
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.35K+ 14.43% |
$581K - $665K
|
26.5K
$5.52M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.26K+ 407.5% |
$566K - $648K
|
4.06K
$845K
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.09KNew |
$536K - $614K
|
3.09K
$642K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.07K+ 77.58% |
$533K - $611K
|
7.03K
$1.46M
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.98KNew |
$517K - $592K
|
2.98K
$619K
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.95KNew |
$512K - $586K
|
2.95K
$613K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.81K+ 34.15% |
$488K - $559K
|
11.1K
$2.3M
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.71KNew |
$470K - $538K
|
2.71K
$563K
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
2.69K+ 4.5% |
$467K - $535K
|
62.6K
$13M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.58K+ 3.91% |
$448K - $513K
|
68.6K
$14.3M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.51K+ 9.25% |
$435K - $498K
|
29.6K
$6.16M
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.33K+ 9.61% |
$404K - $463K
|
26.5K
$5.52M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.24K+ 127.52% |
$388K - $445K
|
3.99K
$831K
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
BUY
|
- |
2.19KNew |
$380K - $435K
|
2.19K
$455K
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.16KNew |
$374K - $429K
|
2.16K
$449K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.11K+ 11.35% |
$365K - $418K
|
20.7K
$4.3M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.07K+ 4.47% |
$358K - $411K
|
48.2K
$10M
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2.06KNew |
$358K - $410K
|
2.06K
$429K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2KNew |
$348K - $398K
|
2K
$417K
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.91KNew |
$332K - $380K
|
1.91K
$398K
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.91KNew |
$331K - $379K
|
1.91K
$397K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 4.52% |
$331K - $379K
|
44.1K
$9.17M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.9KNew |
$329K - $377K
|
1.9K
$395K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.81KNew |
$314K - $360K
|
1.81K
$376K
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.8KNew |
$313K - $359K
|
1.8K
$375K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.76K+ 143.21% |
$306K - $350K
|
2.99K
$622K
|
|
Jul 15, 2024
Q2 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.71KNew |
$298K - $341K
|
1.71K
$357K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.71K+ 155.6% |
$297K - $340K
|
2.81K
$584K
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.67K+ 1.24% |
$290K - $332K
|
137K
$28.4M
|
|
Aug 12, 2024
Q2 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.62KNew |
$281K - $322K
|
1.62K
$337K
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.5KNew |
$261K - $299K
|
1.5K
$313K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.46KNew |
$254K - $291K
|
1.46K
$304K
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.46K+ 25.52% |
$253K - $290K
|
7.17K
$1.49M
|