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, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
207+ 15.9% |
$31.5K - $39.2K
|
1.51K
$314K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
200+ 65.79% |
$30.5K - $37.8K
|
504
$105K
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
200New |
$30.5K - $37.8K
|
200
$41.6K
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
183New |
$27.9K - $34.6K
|
183
$38.1K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
150New |
$22.8K - $28.4K
|
150
$31.2K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
146New |
$22.2K - $27.6K
|
146
$30.4K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
126New |
$19.2K - $23.8K
|
126
$26.2K
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
102+ 9.26% |
$15.5K - $19.3K
|
1.2K
$251K
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
100+ 3.88% |
$15.2K - $18.9K
|
2.68K
$557K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100New |
$15.2K - $18.9K
|
100
$20.8K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
76New |
$11.6K - $14.4K
|
76
$15.8K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
44New |
$6.7K - $8.32K
|
44
$9.15K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41New |
$6.25K - $7.76K
|
41
$8.53K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
26New |
$3.96K - $4.92K
|
26
$5.41K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
20New |
$3.05K - $3.78K
|
20
$4.16K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
10New |
$1.52K - $1.89K
|
10
$2.08K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
9+ 0.37% |
$1.37K - $1.7K
|
2.43K
$505K
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
2+ 0.1% |
$305 - $378
|
2.02K
$421K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.1% |
$152 - $189
|
967
$201K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.1KNew |
$2.32M - $2.7M
|
17.1K
$3.56M
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
16.2KNew |
$2.2M - $2.56M
|
16.2K
$3.38M
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
16.2KNew |
$2.19M - $2.55M
|
16.2K
$3.36M
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
8.19KNew |
$1.11M - $1.29M
|
8.19K
$1.7M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.74KNew |
$777K - $905K
|
5.74K
$1.19M
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
5.52KNew |
$747K - $869K
|
5.52K
$1.15M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.65KNew |
$493K - $575K
|
3.65K
$758K
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.57KNew |
$484K - $563K
|
3.57K
$744K
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.46KNew |
$468K - $545K
|
3.46K
$719K
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.13KNew |
$423K - $493K
|
3.13K
$651K
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
3KNew |
$406K - $473K
|
3K
$625K
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.6KNew |
$352K - $410K
|
2.6K
$541K
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.52KNew |
$341K - $397K
|
2.52K
$525K
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.49KNew |
$337K - $392K
|
2.49K
$517K
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
2.4KNew |
$325K - $378K
|
2.4K
$499K
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
2.2KNew |
$298K - $347K
|
2.2K
$458K
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.92KNew |
$259K - $302K
|
1.92K
$399K
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.84KNew |
$248K - $289K
|
1.84K
$382K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.79KNew |
$243K - $283K
|
1.79K
$373K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.45KNew |
$196K - $228K
|
1.45K
$301K
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.4KNew |
$189K - $220K
|
1.4K
$290K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
719New |
$97.3K - $113K
|
719
$150K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
474New |
$64.2K - $74.7K
|
474
$98.6K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
445New |
$60.2K - $70.1K
|
445
$92.6K
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
256+ 7.09% |
$34.7K - $40.4K
|
3.87K
$804K
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
248+ 4.18% |
$33.6K - $39.1K
|
6.18K
$1.28M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
214New |
$29K - $33.7K
|
214
$44.5K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
199New |
$26.9K - $31.4K
|
199
$41.4K
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
193+ 12.06% |
$26.1K - $30.4K
|
1.79K
$373K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
177New |
$24K - $27.9K
|
177
$36.8K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
155New |
$21K - $24.4K
|
155
$32.2K
|