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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
12K+ 18.29% |
$2.35M - $2.75M
|
77.6K
$18.4M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12K+ 31.86% |
$2.35M - $2.74M
|
49.5K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
11.7K+ 780.0% |
$2.29M - $2.68M
|
13.2K
$3.13M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 23.95% |
$2.27M - $2.65M
|
59.8K
$14.2M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
11.4K+ 73.49% |
$2.24M - $2.62M
|
27K
$6.39M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
11.2KNew |
$2.21M - $2.58M
|
11.2K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$2.2M - $2.57M
|
11.2K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
10.9K+ 42.94% |
$2.14M - $2.5M
|
36.3K
$8.59M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.7K+ 60.43% |
$2.1M - $2.46M
|
28.4K
$6.74M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
10.5K+ 14.39% |
$2.06M - $2.41M
|
83.7K
$19.8M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10.5KNew |
$2.06M - $2.41M
|
10.5K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.5K+ 886.28% |
$2.05M - $2.4M
|
11.6K
$2.76M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.3KNew |
$2.03M - $2.37M
|
10.3K
$2.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.1K+ 112.29% |
$1.98M - $2.31M
|
19K
$4.51M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.88K+ 29.68% |
$1.94M - $2.27M
|
43.1K
$10.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.86K+ 246525.0% |
$1.93M - $2.26M
|
9.87K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.12K+ 7.8% |
$1.79M - $2.09M
|
126K
$29.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.95K+ 6.82% |
$1.76M - $2.05M
|
140K
$33.2M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.66K+ 69.0% |
$1.7M - $1.99M
|
21.2K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.36K+ 115.27% |
$1.64M - $1.92M
|
15.6K
$3.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.3K+ 8.35% |
$1.63M - $1.91M
|
108K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.25K+ 56.45% |
$1.62M - $1.89M
|
22.9K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.04KNew |
$1.58M - $1.84M
|
8.04K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.88K+ 3.33% |
$1.55M - $1.81M
|
245K
$57.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.64K+ 40.17% |
$1.5M - $1.75M
|
26.7K
$6.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.63KNew |
$1.5M - $1.75M
|
7.63K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.61K+ 80.17% |
$1.49M - $1.75M
|
17.1K
$4.05M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
7.42K+ 13.58% |
$1.46M - $1.7M
|
62.1K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.34K+ 29.12% |
$1.44M - $1.68M
|
32.5K
$7.71M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
7.2K+ 54.39% |
$1.41M - $1.65M
|
20.4K
$4.84M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.14K+ 108.86% |
$1.4M - $1.64M
|
13.7K
$3.24M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.94K+ 35.87% |
$1.36M - $1.59M
|
26.3K
$6.23M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.63K+ 22.7% |
$1.3M - $1.52M
|
35.8K
$8.49M
|
|
|
May 14, 2025
Q1 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
PUT |
6.5KNew |
$1.27M - $1.49M
|
6.5K
$1.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6KNew |
$1.18M - $1.38M
|
6K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.5K+ 1.11% |
$1.08M - $1.26M
|
503K
$119M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.47K+ 0.28% |
$1.07M - $1.26M
|
1.96M
$464M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.4K+ 23.97% |
$1.06M - $1.24M
|
27.9K
$6.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.39K+ 140.79% |
$1.06M - $1.24M
|
9.22K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
5.3KNew |
$1.04M - $1.22M
|
5.3K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.12K+ 5.22% |
$1M - $1.17M
|
103K
$24.4M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
5.1KNew |
$1M - $1.17M
|
5.1K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.04KNew |
$989K - $1.16M
|
5.04K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
CALL |
5KNew |
$981K - $1.15M
|
5K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
5KNew |
$980K - $1.15M
|
5K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.78KNew |
$938K - $1.1M
|
4.78K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.64KNew |
$910K - $1.07M
|
4.64K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.42K+ 2.2% |
$868K - $1.02M
|
206K
$48.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4.35KNew |
$853K - $998K
|
4.35K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 11.37% |
$845K - $989K
|
42.2K
$10M
|