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 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.42KNew |
$246K - $282K
|
1.42K
$295K
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.41KNew |
$244K - $280K
|
1.41K
$293K
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$240K - $275K
|
1.39K
$288K
|
|
Jul 30, 2024
Q2 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.37K+ 1.76% |
$237K - $272K
|
79.2K
$16.5M
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.36KNew |
$235K - $269K
|
1.36K
$282K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.36K+ 107.45% |
$235K - $269K
|
2.62K
$544K
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.3KNew |
$226K - $258K
|
1.3K
$270K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.3KNew |
$225K - $258K
|
1.3K
$270K
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.29K+ 16.26% |
$224K - $256K
|
9.23K
$1.92M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.23K+ 91.73% |
$214K - $245K
|
2.57K
$535K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 2.89% |
$207K - $237K
|
42.4K
$8.83M
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.15KNew |
$200K - $229K
|
1.15K
$240K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.14K+ 22.51% |
$198K - $226K
|
6.2K
$1.29M
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.14KNew |
$198K - $226K
|
1.14K
$237K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.1K+ 1.03% |
$190K - $218K
|
107K
$22.3M
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
1.09KNew |
$189K - $216K
|
1.09K
$226K
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.07KNew |
$186K - $213K
|
1.07K
$223K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.06KNew |
$184K - $210K
|
1.06K
$220K
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.05KNew |
$183K - $209K
|
1.05K
$219K
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.05KNew |
$183K - $209K
|
1.05K
$219K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.05KNew |
$182K - $209K
|
1.05K
$219K
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$181K - $208K
|
1.05K
$217K
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1.04KNew |
$181K - $207K
|
1.04K
$217K
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.04KNew |
$180K - $206K
|
1.04K
$216K
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.04KNew |
$180K - $206K
|
1.04K
$216K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
882+ 2.73% |
$153K - $175K
|
33.2K
$6.9M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
837+ 13.09% |
$145K - $166K
|
7.23K
$1.5M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
829+ 32.57% |
$144K - $165K
|
3.37K
$702K
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
804+ 4.27% |
$140K - $160K
|
19.6K
$4.08M
|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
801+ 74.65% |
$139K - $159K
|
1.87K
$390K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
744New |
$129K - $148K
|
744
$155K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
731+ 44.25% |
$127K - $145K
|
2.38K
$496K
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
729+ 27.46% |
$127K - $145K
|
3.38K
$704K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
633+ 28.26% |
$110K - $126K
|
2.87K
$598K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
561+ 3.72% |
$97.4K - $112K
|
15.6K
$3.25M
|
|
Jul 19, 2024
Q2 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
559+ 6.19% |
$97K - $111K
|
9.6K
$2M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
557+ 31.68% |
$96.7K - $111K
|
2.32K
$482K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
487+ 2.68% |
$84.5K - $96.8K
|
18.6K
$3.88M
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
475+ 8.71% |
$82.5K - $94.4K
|
5.93K
$1.23M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
458+ 7.26% |
$79.5K - $91.1K
|
6.77K
$1.41M
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
453New |
$78.6K - $90.1K
|
453
$94.3K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
447+ 12.28% |
$77.6K - $88.9K
|
4.09K
$850K
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
446+ 1.71% |
$77.4K - $88.7K
|
26.5K
$5.51M
|
|
Jul 23, 2024
Q2 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
440+ 9.5% |
$76.4K - $87.5K
|
5.07K
$1.05M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
439+ 51.35% |
$76.2K - $87.3K
|
1.29K
$269K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
436+ 315.94% |
$75.7K - $86.7K
|
574
$119K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
345+ 3833.33% |
$59.9K - $68.6K
|
354
$73.7K
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
338+ 0.97% |
$58.7K - $67.2K
|
35.3K
$7.35M
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
321New |
$55.7K - $63.8K
|
321
$66.8K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
304+ 31.7% |
$52.8K - $60.4K
|
1.26K
$263K
|