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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.29K+ 4.85% |
$842K - $985K
|
92.9K
$22M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
4.2K+ 0.33% |
$824K - $964K
|
1.3M
$307M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.95K+ 8.73% |
$774K - $906K
|
49.1K
$11.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.81K+ 74.1% |
$748K - $875K
|
8.96K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.61K+ 15.68% |
$708K - $828K
|
26.6K
$6.31M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.5K+ 19.32% |
$686K - $803K
|
21.6K
$5.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.48K+ 10.89% |
$682K - $797K
|
35.4K
$8.38M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.37KNew |
$661K - $774K
|
3.37K
$799K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.21KNew |
$630K - $738K
|
3.21K
$761K
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.83K+ 7.26% |
$554K - $649K
|
41.8K
$9.89M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.81K+ 37.46% |
$551K - $645K
|
10.3K
$2.44M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.8K+ 48.73% |
$549K - $642K
|
8.54K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.77K+ 5.42% |
$543K - $635K
|
53.8K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.67K+ 8.39% |
$524K - $613K
|
34.5K
$8.16M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 24.03% |
$523K - $612K
|
13.8K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.67K+ 5.71% |
$523K - $612K
|
49.3K
$11.7M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.61K+ 6.33% |
$512K - $599K
|
43.8K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.6KNew |
$510K - $597K
|
2.6K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.51KNew |
$492K - $576K
|
2.51K
$594K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.45K+ 209.74% |
$481K - $563K
|
3.62K
$858K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.4K+ 1.78% |
$471K - $552K
|
137K
$32.5M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.29K+ 20.68% |
$450K - $526K
|
13.4K
$3.17M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.27K+ 107.59% |
$445K - $520K
|
4.37K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.18K+ 3.3% |
$427K - $499K
|
68.1K
$16.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.17K+ 165.62% |
$425K - $498K
|
3.48K
$823K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.1K+ 15.2% |
$412K - $482K
|
15.9K
$3.77M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.09K+ 1.1% |
$409K - $479K
|
193K
$45.6M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.07KNew |
$406K - $475K
|
2.07K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.94K+ 576.26% |
$381K - $446K
|
2.28K
$540K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.9K+ 26.73% |
$373K - $436K
|
9.01K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.89KNew |
$370K - $433K
|
1.89K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.85K+ 56.09% |
$363K - $425K
|
5.15K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$361K - $423K
|
1.84K
$436K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.83K+ 21.96% |
$359K - $420K
|
10.2K
$2.41M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.8K+ 7.05% |
$352K - $412K
|
27.3K
$6.46M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.79K+ 1516.1% |
$351K - $411K
|
1.91K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.75KNew |
$344K - $402K
|
1.75K
$415K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.7K+ 1.93% |
$334K - $391K
|
89.8K
$21.3M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.7K+ 58.99% |
$333K - $390K
|
4.58K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.7K+ 11.52% |
$332K - $389K
|
16.4K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.68KNew |
$330K - $386K
|
1.68K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.68K+ 84.73% |
$329K - $385K
|
3.65K
$865K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.68K+ 71.43% |
$329K - $384K
|
4.02K
$952K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.66K+ 3.69% |
$326K - $381K
|
46.8K
$11.1M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.65K+ 7.82% |
$324K - $380K
|
22.8K
$5.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.65K+ 2.64% |
$323K - $378K
|
64K
$15.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.6K+ 10.25% |
$313K - $366K
|
17.2K
$4.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.59KNew |
$312K - $365K
|
1.59K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.57KNew |
$307K - $359K
|
1.57K
$371K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.55K+ 10.83% |
$305K - $357K
|
15.9K
$3.77M
|