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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.65M+ 58.46% |
$936M - $1.01B
|
12.6M
$2.75B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.78MNew |
$559M - $604M
|
2.78M
$606M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.33M+ 215.37% |
$269M - $290M
|
1.95M
$427M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
919K+ 420.7% |
$185M - $200M
|
1.14M
$248M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
767K+ 53.61% |
$154M - $167M
|
2.2M
$479M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
758K+ 204.83% |
$153M - $165M
|
1.13M
$246M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
676K+ 5196.83% |
$136M - $147M
|
689K
$150M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
501K+ 187.45% |
$101M - $109M
|
768K
$167M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
498K+ 196.93% |
$100M - $108M
|
751K
$164M
|
|
|
Feb 14, 2025
Q4 2024
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
485KNew |
$97.7M - $106M
|
485K
$106M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
463K+ 1055.38% |
$93.3M - $101M
|
507K
$111M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
443K+ 90.2% |
$89.3M - $96.4M
|
935K
$204M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
416K+ 859.3% |
$83.7M - $90.4M
|
464K
$101M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
352K+ 238.02% |
$70.8M - $76.5M
|
500K
$109M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
339K+ 664.51% |
$68.2M - $73.6M
|
390K
$85M
|
|
|
Feb 10, 2025
Q4 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
315KNew |
$63.4M - $68.5M
|
315K
$68.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
308K+ 25.24% |
$62M - $67M
|
1.53M
$334M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
273KNew |
$55M - $59.4M
|
273K
$59.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
263K+ 43.16% |
$53M - $57.3M
|
873K
$191M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
249K+ 140.85% |
$50M - $54.1M
|
425K
$92.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
247KNew |
$49.7M - $53.6M
|
247K
$53.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
222K+ 144.86% |
$44.7M - $48.3M
|
376K
$81.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
PUT |
200KNew |
$40.3M - $43.5M
|
200K
$43.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
174K+ 139.22% |
$35.1M - $37.9M
|
299K
$65.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
166KNew |
$33.5M - $36.2M
|
166K
$36.3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
163K+ 883.3% |
$32.9M - $35.5M
|
182K
$39.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
160K+ 245.58% |
$32.2M - $34.8M
|
225K
$49.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
159KNew |
$32.1M - $34.7M
|
159K
$34.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
151K+ 46.39% |
$30.4M - $32.8M
|
476K
$104M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
PUT |
150KNew |
$30.2M - $32.6M
|
150K
$32.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
142K+ 288.89% |
$28.5M - $30.8M
|
191K
$41.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
137K+ 143.68% |
$27.6M - $29.8M
|
232K
$50.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
132K+ 2642.46% |
$26.5M - $28.6M
|
136K
$29.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
128K+ 62.02% |
$25.7M - $27.8M
|
334K
$72.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
113K+ 10.17% |
$22.8M - $24.6M
|
1.23M
$267M
|
|
|
Feb 14, 2025
Q4 2024
|
Hidden Lake Asset Management LP
New York, NY |
BUY
|
PUT |
110KNew |
$22.1M - $23.9M
|
110K
$24M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
101KNew |
$20.2M - $21.9M
|
101K
$21.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95.1K+ 16.55% |
$19.1M - $20.7M
|
670K
$146M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
93.8K+ 15.57% |
$18.9M - $20.4M
|
696K
$152M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
89.4KNew |
$18M - $19.4M
|
89.4K
$19.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86.6K+ 57.69% |
$17.4M - $18.8M
|
237K
$51.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
77.7K+ 63.87% |
$15.6M - $16.9M
|
199K
$43.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
75KNew |
$15.1M - $16.3M
|
75K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
73.1KNew |
$14.7M - $15.9M
|
73.1K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
72.7K+ 276.21% |
$14.6M - $15.8M
|
99.1K
$21.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
62.8K+ 200.49% |
$12.6M - $13.7M
|
94.1K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
62.3K+ 2113.5% |
$12.5M - $13.6M
|
65.3K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ayal Capital Advisors LTD
Toronto, A6 |
BUY
|
PUT |
60KNew |
$12.1M - $13M
|
60K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
57.9K+ 3.42% |
$11.7M - $12.6M
|
1.75M
$382M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.9K+ 28.94% |
$11M - $11.9M
|
244K
$53.3M
|