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 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
785+ 54.18% |
$154K - $180K
|
2.23K
$529K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
758+ 6.99% |
$149K - $174K
|
11.6K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
749+ 95.05% |
$147K - $172K
|
1.54K
$364K
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
733+ 3.97% |
$144K - $168K
|
19.2K
$4.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
728+ 5.62% |
$143K - $167K
|
13.7K
$3.24M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
668+ 3.47% |
$131K - $153K
|
19.9K
$4.71M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
665+ 26.15% |
$130K - $153K
|
3.21K
$760K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
665+ 2.19% |
$130K - $153K
|
31K
$7.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
634+ 2.66% |
$124K - $145K
|
24.5K
$5.8M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
594+ 2.31% |
$116K - $136K
|
26.3K
$6.22M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
586+ 3.58% |
$115K - $134K
|
16.9K
$4.01M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
569+ 2.46% |
$112K - $131K
|
23.7K
$5.61M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
560+ 10.89% |
$110K - $129K
|
5.7K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
557+ 10.27% |
$109K - $128K
|
5.98K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
550+ 3.34% |
$108K - $126K
|
17K
$4.02M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
543+ 32.24% |
$106K - $125K
|
2.23K
$527K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
540+ 1.5% |
$106K - $124K
|
36.5K
$8.63M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
537+ 15.95% |
$105K - $123K
|
3.9K
$925K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
526+ 33.7% |
$103K - $121K
|
2.09K
$494K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
523New |
$103K - $120K
|
523
$124K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
519+ 6.87% |
$102K - $119K
|
8.08K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
497+ 8.07% |
$97.5K - $114K
|
6.65K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
484+ 1.33% |
$94.9K - $111K
|
36.8K
$8.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
481+ 8.82% |
$94.3K - $110K
|
5.93K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
475+ 22.51% |
$93.2K - $109K
|
2.59K
$612K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
474+ 8.27% |
$93K - $109K
|
6.21K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
457+ 25.92% |
$89.6K - $105K
|
2.22K
$526K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
447+ 4.31% |
$87.7K - $103K
|
10.8K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
442+ 7.44% |
$86.7K - $101K
|
6.38K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
415+ 22.99% |
$81.4K - $95.2K
|
2.22K
$526K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
400+ 0.18% |
$78.4K - $91.8K
|
222K
$52.5M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
391+ 32.5% |
$76.7K - $89.7K
|
1.59K
$377K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
366New |
$71.8K - $84K
|
366
$86.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
352+ 13.46% |
$69K - $80.8K
|
2.97K
$703K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
338+ 32.31% |
$66.3K - $77.6K
|
1.38K
$328K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
333+ 1.78% |
$65.3K - $76.4K
|
19.1K
$4.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
325+ 2.56% |
$63.7K - $74.6K
|
13K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
317+ 17.87% |
$62.2K - $72.7K
|
2.09K
$495K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
309+ 7.55% |
$60.6K - $70.9K
|
4.4K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
301+ 20.11% |
$59K - $69.1K
|
1.8K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
277+ 0.51% |
$54.3K - $63.6K
|
54.1K
$12.8M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
271+ 5.03% |
$53.1K - $62.2K
|
5.66K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
268New |
$52.6K - $61.5K
|
268
$63.5K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
255+ 11.26% |
$50K - $58.5K
|
2.52K
$597K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
249+ 18.14% |
$48.8K - $57.1K
|
1.62K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
249+ 22.89% |
$48.8K - $57.1K
|
1.34K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
248+ 20.86% |
$48.6K - $56.9K
|
1.44K
$340K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
244+ 13.41% |
$47.9K - $56K
|
2.06K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
240+ 342.86% |
$47.1K - $55.1K
|
310
$73.4K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
236+ 7.04% |
$46.3K - $54.2K
|
3.59K
$850K
|