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 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
386New |
$67.7K - $78.5K
|
386
$83.6K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
375+ 140.98% |
$65.8K - $76.2K
|
641
$139K
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
354+ 9.35% |
$62.1K - $72K
|
4.14K
$897K
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
354+ 1.33% |
$62.1K - $72K
|
26.9K
$5.82M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
336+ 5.41% |
$59K - $68.3K
|
6.55K
$1.42M
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
335+ 0.54% |
$58.8K - $68.1K
|
62.9K
$13.6M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
334+ 20.68% |
$58.6K - $67.9K
|
1.95K
$422K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
327+ 5.34% |
$57.4K - $66.5K
|
6.45K
$1.4M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
327+ 12.12% |
$57.4K - $66.5K
|
3.03K
$655K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
319+ 53.34% |
$56K - $64.9K
|
917
$199K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
316+ 16.75% |
$55.4K - $64.2K
|
2.2K
$477K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
314+ 30.46% |
$55.1K - $63.8K
|
1.35K
$291K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
296+ 57.14% |
$51.9K - $60.2K
|
814
$176K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
276New |
$48.4K - $56.1K
|
276
$59.8K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
266+ 2.49% |
$46.7K - $54.1K
|
11K
$2.37M
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
256+ 23.38% |
$44.9K - $52K
|
1.35K
$293K
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
254+ 16.83% |
$44.6K - $51.6K
|
1.76K
$382K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
254+ 23.45% |
$44.6K - $51.6K
|
1.34K
$289K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
248+ 70.45% |
$43.5K - $50.4K
|
600
$130K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
246New |
$43.2K - $50K
|
246
$53.3K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
236+ 1.23% |
$41.4K - $48K
|
19.4K
$4.2M
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
221+ 7.79% |
$38.8K - $44.9K
|
3.06K
$662K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
214New |
$37.5K - $43.5K
|
214
$46.3K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
198+ 46.37% |
$34.7K - $40.3K
|
625
$135K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
178+ 6.59% |
$31.2K - $36.2K
|
2.88K
$624K
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
177New |
$31.1K - $36K
|
177
$38.3K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
177+ 2.24% |
$31.1K - $36K
|
8.08K
$1.75M
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
173+ 2.73% |
$30.4K - $35.2K
|
6.52K
$1.41M
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
170+ 7.55% |
$29.8K - $34.6K
|
2.42K
$525K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
168+ 6.84% |
$29.5K - $34.2K
|
2.62K
$568K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
167+ 4.09% |
$29.3K - $34K
|
4.25K
$921K
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
164+ 0.12% |
$28.8K - $33.3K
|
137K
$29.6M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155+ 1550.0% |
$27.2K - $31.5K
|
165
$35.7K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
153+ 1.93% |
$26.8K - $31.1K
|
8.06K
$1.75M
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
149+ 3.09% |
$26.1K - $30.3K
|
4.98K
$1.08M
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
144+ 12.79% |
$25.3K - $29.3K
|
1.27K
$275K
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
141+ 1.23% |
$24.7K - $28.7K
|
11.6K
$2.51M
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
135New |
$23.7K - $27.4K
|
135
$29.2K
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
127New |
$22.3K - $25.8K
|
127
$27.5K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
127+ 7.24% |
$22.3K - $25.8K
|
1.88K
$407K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
123+ 241.18% |
$21.6K - $25K
|
174
$37.7K
|
|
Nov 05, 2024
Q3 2024
|
Paladin Advisory Group, LLC
|
BUY
|
- |
122New |
$21.4K - $24.8K
|
122
$26.4K
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
113+ 3.15% |
$19.8K - $23K
|
3.7K
$801K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
113+ 1255.56% |
$19.8K - $23K
|
122
$26.4K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
113+ 1.86% |
$19.8K - $23K
|
6.2K
$1.34M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
102+ 1.22% |
$17.9K - $20.7K
|
8.43K
$1.83M
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
101New |
$17.7K - $20.5K
|
101
$21.9K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
101New |
$17.7K - $20.5K
|
101
$21.9K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
100+ 4.99% |
$17.5K - $20.3K
|
2.1K
$456K
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
100New |
$17.5K - $20.3K
|
100
$21.7K
|