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 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 6.65% |
$304K - $356K
|
24.9K
$5.89M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.54K+ 8.22% |
$302K - $353K
|
20.2K
$4.79M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.52KNew |
$297K - $348K
|
1.52K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
1.5KNew |
$294K - $344K
|
1.5K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.5K+ 31.25% |
$294K - $344K
|
6.3K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.49K+ 11.28% |
$291K - $341K
|
14.7K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.48KNew |
$290K - $340K
|
1.48K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.48K+ 4.72% |
$290K - $339K
|
32.8K
$7.77M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 184.19% |
$281K - $329K
|
2.21K
$524K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.4K+ 6.07% |
$274K - $321K
|
24.4K
$5.79M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.38K+ 12.36% |
$270K - $316K
|
12.5K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.37K+ 119.1% |
$269K - $315K
|
2.52K
$598K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.37K+ 3.32% |
$268K - $314K
|
42.6K
$10.1M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.34K+ 4.85% |
$263K - $308K
|
29K
$6.86M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 22.02% |
$263K - $307K
|
7.42K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.33K+ 11.43% |
$261K - $306K
|
13K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.32KNew |
$258K - $302K
|
1.32K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.3KNew |
$255K - $299K
|
1.3K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.3K+ 8.2% |
$254K - $297K
|
17.1K
$4.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$245K - $287K
|
1.25K
$296K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.24K+ 63.54% |
$243K - $284K
|
3.19K
$755K
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
1.23KNew |
$241K - $282K
|
1.23K
$292K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.22K+ 0.76% |
$239K - $280K
|
161K
$38.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 3.13% |
$238K - $279K
|
40K
$9.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.21KNew |
$237K - $278K
|
1.21K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.21K+ 59.93% |
$237K - $277K
|
3.22K
$763K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.21K+ 12.22% |
$236K - $277K
|
11.1K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$231K - $270K
|
1.18K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.17KNew |
$229K - $268K
|
1.17K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.16KNew |
$228K - $266K
|
1.16K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.15K+ 18.62% |
$226K - $264K
|
7.33K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.12KNew |
$219K - $257K
|
1.12K
$265K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.12KNew |
$219K - $256K
|
1.12K
$264K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.09K+ 74.06% |
$213K - $250K
|
2.56K
$606K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.09K+ 29.48% |
$213K - $249K
|
4.77K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.09K+ 16.35% |
$213K - $249K
|
7.73K
$1.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.06KNew |
$208K - $243K
|
1.06K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.03KNew |
$202K - $237K
|
1.03K
$244K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01K+ 55.14% |
$199K - $232K
|
2.85K
$675K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
1K+ 4.37% |
$197K - $230K
|
24K
$5.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
991+ 6.73% |
$194K - $227K
|
15.7K
$3.72M
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
981+ 190.86% |
$192K - $225K
|
1.5K
$354K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
940+ 6.91% |
$184K - $216K
|
14.5K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
931+ 0.26% |
$183K - $214K
|
358K
$84.9M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
913+ 2.86% |
$179K - $210K
|
32.9K
$7.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
888+ 57.74% |
$174K - $204K
|
2.43K
$575K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
868+ 69.33% |
$170K - $199K
|
2.12K
$502K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
862+ 13.48% |
$169K - $198K
|
7.26K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
816+ 0.83% |
$160K - $187K
|
99.1K
$23.5M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
793+ 4.55% |
$156K - $182K
|
18.2K
$4.31M
|