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
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
233+ 2.28% |
$45.7K - $53.5K
|
10.5K
$2.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
227+ 18.82% |
$44.5K - $52.1K
|
1.43K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
219+ 122.35% |
$43K - $50.3K
|
398
$94.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
219+ 9.87% |
$43K - $50.3K
|
2.44K
$577K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
214New |
$42K - $49.1K
|
214
$50.7K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
206+ 38.36% |
$40.4K - $47.3K
|
743
$176K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
205+ 0.63% |
$40.2K - $47K
|
32.6K
$7.73M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
190+ 11.68% |
$37.3K - $43.6K
|
1.82K
$430K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
186+ 6.54% |
$36.5K - $42.7K
|
3.03K
$718K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
184+ 6.73% |
$36.1K - $42.2K
|
2.92K
$691K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
166+ 0.71% |
$32.6K - $38.1K
|
23.5K
$5.57M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
162+ 3.15% |
$31.8K - $37.2K
|
5.3K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
161New |
$31.6K - $36.9K
|
161
$38.1K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
160+ 1.65% |
$31.4K - $36.7K
|
9.86K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
157+ 14.23% |
$30.8K - $36K
|
1.26K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
154+ 2.49% |
$30.2K - $35.3K
|
6.34K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
154+ 5.37% |
$30.2K - $35.3K
|
3.02K
$716K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
154+ 9.33% |
$30.2K - $35.3K
|
1.8K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
154+ 7.12% |
$30.2K - $35.3K
|
2.32K
$549K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
149New |
$29.2K - $34.2K
|
149
$35.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
140+ 1.44% |
$27.5K - $32.1K
|
9.88K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
139+ 0.37% |
$27.3K - $31.9K
|
37.9K
$8.99M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
135+ 57.94% |
$26.5K - $31K
|
368
$87.1K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
131+ 10.02% |
$25.7K - $30.1K
|
1.44K
$341K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
127New |
$24.9K - $29.1K
|
127
$30.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
120+ 3.61% |
$23.5K - $27.5K
|
3.45K
$817K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
119+ 6.58% |
$23.3K - $27.3K
|
1.93K
$457K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
119+ 9.95% |
$23.3K - $27.3K
|
1.32K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
116+ 4.38% |
$22.7K - $26.6K
|
2.77K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
111+ 0.35% |
$21.8K - $25.5K
|
31.4K
$7.44M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
110+ 10.3% |
$21.6K - $25.2K
|
1.18K
$279K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
101+ 8.37% |
$19.8K - $23.2K
|
1.31K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 2.31% |
$19.6K - $22.9K
|
4.43K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
93+ 64.14% |
$18.2K - $21.3K
|
238
$56.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
91+ 1.7% |
$17.8K - $20.9K
|
5.45K
$1.29M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.71% |
$17.3K - $20.2K
|
12.4K
$2.95M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
88+ 0.4% |
$17.3K - $20.2K
|
22.2K
$5.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
87+ 140.32% |
$17.1K - $20K
|
149
$35.3K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
86+ 3.27% |
$16.9K - $19.7K
|
2.71K
$643K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
83+ 8.54% |
$16.3K - $19K
|
1.06K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
81+ 0.68% |
$15.9K - $18.6K
|
12K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
79+ 81.44% |
$15.5K - $18.1K
|
176
$41.7K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
79+ 0.83% |
$15.5K - $18.1K
|
9.64K
$2.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
77New |
$15.1K - $17.7K
|
77
$18.2K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
73+ 0.56% |
$14.3K - $16.8K
|
13.2K
$3.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
72+ 1.0% |
$14.1K - $16.5K
|
7.31K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
67+ 0.67% |
$13.1K - $15.4K
|
10.1K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
67+ 3.86% |
$13.1K - $15.4K
|
1.8K
$426K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
61+ 4.23% |
$12K - $14K
|
1.5K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
57+ 1.27% |
$11.2K - $13.1K
|
4.53K
$1.07M
|