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 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
298+ 25.73% |
$51.7K - $59.2K
|
1.46K
$303K
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
BUY
|
- |
273+ 15.22% |
$47.4K - $54.3K
|
2.07K
$430K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
266New |
$46.2K - $52.9K
|
266
$55.3K
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
263New |
$45.7K - $52.3K
|
263
$54.7K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
260+ 15.98% |
$45.1K - $51.7K
|
1.89K
$393K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
248New |
$43K - $49.3K
|
248
$51.6K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
246+ 17.67% |
$42.7K - $48.9K
|
1.64K
$341K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
236+ 1685.71% |
$41K - $46.9K
|
250
$52K
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
232+ 10.35% |
$40.3K - $46.1K
|
2.47K
$515K
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
197+ 1.57% |
$34.2K - $39.2K
|
12.8K
$2.66M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
190+ 14.49% |
$33K - $37.8K
|
1.5K
$312K
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
186+ 2.86% |
$32.3K - $37K
|
6.69K
$1.39M
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
181+ 2.94% |
$31.4K - $36K
|
6.34K
$1.32M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
173+ 8.32% |
$30K - $34.4K
|
2.25K
$469K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
171New |
$29.7K - $34K
|
171
$35.6K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
168New |
$29.2K - $33.4K
|
168
$35K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
160+ 2.66% |
$27.8K - $31.8K
|
6.18K
$1.29M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
159+ 1.65% |
$27.6K - $31.6K
|
9.78K
$2.03M
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
152+ 0.82% |
$26.4K - $30.2K
|
18.7K
$3.9M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
151+ 2.37% |
$26.2K - $30K
|
6.52K
$1.36M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
149+ 1.88% |
$25.9K - $29.6K
|
8.07K
$1.68M
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
148+ 2.9% |
$25.7K - $29.4K
|
5.24K
$1.09M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
146+ 7.55% |
$25.3K - $29K
|
2.08K
$433K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
136+ 1.41% |
$23.6K - $27K
|
9.76K
$2.03M
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
130+ 5.16% |
$22.6K - $25.8K
|
2.65K
$551K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
103+ 0.93% |
$17.9K - $20.5K
|
11.2K
$2.33M
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
102+ 2.74% |
$17.7K - $20.3K
|
3.83K
$796K
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
102New |
$17.7K - $20.3K
|
102
$21.2K
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
92+ 1.53% |
$16K - $18.3K
|
6.12K
$1.27M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
85+ 3.31% |
$14.8K - $16.9K
|
2.65K
$552K
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
82New |
$14.2K - $16.3K
|
82
$17.1K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
71+ 56.8% |
$12.3K - $14.1K
|
196
$40.8K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
62+ 0.97% |
$10.8K - $12.3K
|
6.42K
$1.34M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
52+ 2.57% |
$9.03K - $10.3K
|
2.08K
$432K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
51New |
$8.85K - $10.1K
|
51
$10.6K
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
45+ 450.0% |
$7.81K - $8.95K
|
55
$11.4K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
45+ 71.43% |
$7.81K - $8.95K
|
108
$22.5K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 0.76% |
$7.46K - $8.55K
|
5.68K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
38New |
$6.6K - $7.55K
|
38
$7.91K
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
37+ 22.98% |
$6.42K - $7.36K
|
198
$41.2K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
25New |
$4.34K - $4.97K
|
25
$5.2K
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
22+ 0.93% |
$3.82K - $4.37K
|
2.4K
$499K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
22New |
$3.82K - $4.37K
|
22
$4.58K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
21+ 1.45% |
$3.65K - $4.17K
|
1.47K
$306K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21New |
$3.65K - $4.17K
|
21
$4.37K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
19New |
$3.3K - $3.78K
|
19
$3.95K
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
17+ 0.52% |
$2.95K - $3.38K
|
3.28K
$682K
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
16+ 0.4% |
$2.78K - $3.18K
|
3.98K
$827K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
12+ 6.0% |
$2.08K - $2.39K
|
212
$44.1K
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11+ 0.37% |
$1.91K - $2.19K
|
2.95K
$615K
|