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 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.18KNew |
$485K - $602K
|
3.18K
$701K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.09KNew |
$471K - $585K
|
3.09K
$682K
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3KNew |
$457K - $568K
|
3K
$661K
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
2.97KNew |
$452K - $561K
|
2.97K
$654K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.39KNew |
$363K - $451K
|
2.39K
$526K
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.26KNew |
$343K - $427K
|
2.26K
$497K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
2.2KNew |
$335K - $417K
|
2.2K
$485K
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.03KNew |
$309K - $384K
|
2.03K
$447K
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
2KNew |
$305K - $378K
|
2K
$441K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.71K+ 15.44% |
$260K - $323K
|
12.8K
$2.82M
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
1.66K+ 76.42% |
$252K - $313K
|
3.82K
$842K
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1.64KNew |
$250K - $310K
|
1.64K
$361K
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$239K - $297K
|
1.57K
$346K
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
1.5KNew |
$228K - $284K
|
1.5K
$331K
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
1.49KNew |
$227K - $282K
|
1.49K
$328K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.33KNew |
$202K - $251K
|
1.33K
$292K
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.29KNew |
$197K - $244K
|
1.29K
$284K
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$190K - $237K
|
1.25K
$275K
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.18KNew |
$180K - $223K
|
1.18K
$260K
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
1.15KNew |
$175K - $217K
|
1.15K
$253K
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.11KNew |
$169K - $210K
|
1.11K
$245K
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.1KNew |
$167K - $207K
|
1.1K
$241K
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
968+ 1561.29% |
$147K - $183K
|
1.03K
$227K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
800New |
$122K - $151K
|
800
$176K
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
630New |
$96K - $119K
|
630
$139K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
285New |
$43.4K - $53.9K
|
285
$62.8K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
274New |
$41.7K - $51.8K
|
274
$60.4K
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
222New |
$33.8K - $42K
|
222
$48.9K
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
200New |
$30.5K - $37.8K
|
200
$44.1K
|
|
Apr 24, 2024
Q1 2024
|
Family Capital Trust CO
|
BUY
|
- |
183New |
$27.9K - $34.6K
|
183
$40.3K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
150New |
$22.8K - $28.4K
|
150
$33.1K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
146New |
$22.2K - $27.6K
|
146
$32.2K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
126New |
$19.2K - $23.8K
|
126
$27.8K
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
102+ 9.26% |
$15.5K - $19.3K
|
1.2K
$265K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
100New |
$15.2K - $18.9K
|
100
$22K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
76New |
$11.6K - $14.4K
|
76
$16.7K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
44New |
$6.7K - $8.32K
|
44
$9.7K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41New |
$6.25K - $7.76K
|
41
$9.04K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
26New |
$3.96K - $4.92K
|
26
$5.73K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
20New |
$3.05K - $3.78K
|
20
$4.41K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
10New |
$1.52K - $1.89K
|
10
$2.2K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
9+ 0.37% |
$1.37K - $1.7K
|
2.43K
$535K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.1KNew |
$2.32M - $2.7M
|
17.1K
$3.77M
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
16.2KNew |
$2.2M - $2.56M
|
16.2K
$3.58M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.74KNew |
$777K - $905K
|
5.74K
$1.27M
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
5.52KNew |
$747K - $869K
|
5.52K
$1.22M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.65KNew |
$493K - $575K
|
3.65K
$803K
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.57KNew |
$484K - $563K
|
3.57K
$788K
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.46KNew |
$468K - $545K
|
3.46K
$762K
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.13KNew |
$423K - $493K
|
3.13K
$689K
|