Latest Institutional Purchases of Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
89
+ 46.84%
$12.4K - $13.1K
279 $62.2K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
31
New
$4.31K - $4.57K
31 $6.91K
Nov 13, 2023 Q3 2023
Cypress Capital Management LLC (Wy)

BUY
 -
25
New
$3.47K - $3.69K
25 $5.58K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
16
New
$2.22K - $2.36K
16 $3.57K
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
13
+ 0.18%
$1.81K - $1.92K
7.32K $1.63M
Nov 08, 2023 Q3 2023
First Command Advisory Services, Inc.

BUY
 -
12
New
$1.67K - $1.77K
12 $2.68K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
8
+ 3.74%
$1.11K - $1.18K
222 $49.5K
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
2
New
$278 - $295
2 $446
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
1
New
$139 - $147
1 $223
Q2 2023
Jul 26, 2023 Q2 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
16.1K
New
$2.19M - $2.33M
16.1K $3.6M
Aug 01, 2023 Q2 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
12.7K
New
$1.72M - $1.83M
12.7K $2.82M
Aug 11, 2023 Q2 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
6.21K
New
$841K - $896K
6.21K $1.38M
Aug 14, 2023 Q2 2023
Prostatis Group LLC

Hanover, MD
BUY
 -
6.16K
+ 21.79%
$835K - $890K
34.4K $7.68M
Jul 21, 2023 Q2 2023
Riggs Asset Managment Co. Inc.

BUY
 -
3.26K
New
$441K - $470K
3.26K $726K
Jul 28, 2023 Q2 2023
Koshinski Asset Management, Inc.

BUY
 -
2.78K
New
$377K - $402K
2.78K $620K
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
2.1K
New
$284K - $303K
2.1K $467K
Jul 18, 2023 Q2 2023
Members Trust CO

BUY
 -
1.89K
New
$257K - $273K
1.89K $422K
Jul 12, 2023 Q2 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
1.86K
New
$252K - $269K
1.86K $415K
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
1.52K
New
$206K - $219K
1.52K $338K
Aug 14, 2023 Q2 2023
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
1.39K
New
$188K - $201K
1.39K $310K
Jul 14, 2023 Q2 2023
Arden Trust CO

BUY
 -
1.32K
+ 3.87%
$178K - $190K
35.3K $7.87M
Jul 24, 2023 Q2 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
903
New
$122K - $130K
903 $201K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
544
+ 172.15%
$73.7K - $78.6K
860 $192K
Aug 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
319
New
$43.2K - $46.1K
319 $71.1K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
263
New
$35.6K - $38K
263 $58.7K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
169
+ 89.89%
$22.9K - $24.4K
357 $79.6K
Jul 14, 2023 Q2 2023
Navalign, LLC

BUY
 -
141
+ 0.5%
$19.1K - $20.4K
28.6K $6.38M
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

BUY
 -
140
New
$19K - $20.2K
140 $31.2K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
92
New
$12.5K - $13.3K
92 $20.5K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
79
+ 3.99%
$10.7K - $11.4K
2.06K $459K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
35
New
$4.74K - $5.06K
35 $7.81K
Aug 11, 2023 Q2 2023
Twin Tree Management, LP

Dallas, TX
BUY
 -
6
New
$813 - $867
6 $1.34K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
2
+ 0.29%
$271 - $289
700 $156K
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
1
New
$136 - $144
1 $223
Q1 2023
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
521K
New
$69.4M - $76.2M
521K $116M
May 15, 2023 Q1 2023
Mcmorgan & CO LLC

San Francisco, CA
BUY
 -
40.6K
New
$5.41M - $5.94M
40.6K $9.06M
Apr 22, 2024 Q1 2023
Deane Retirement Strategies, Inc.

BUY
 -
39.4K
New
$5.25M - $5.77M
39.4K $8.79M
May 12, 2023 Q1 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
6.81K
New
$907K - $996K
6.81K $1.52M
Apr 12, 2023 Q1 2023
Retireful, LLC

BUY
 -
5.69K
New
$757K - $832K
5.69K $1.27M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
2.9K
New
$386K - $424K
2.9K $646K
Apr 17, 2023 Q1 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
2.55K
New
$340K - $373K
2.55K $569K
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
2.27K
New
$303K - $332K
2.27K $507K
Apr 21, 2023 Q1 2023
Acas, LLC

BUY
 -
1.78K
New
$237K - $260K
1.78K $397K
Apr 04, 2024 Q1 2023
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
1.67K
New
$222K - $244K
1.67K $371K
May 15, 2023 Q1 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
1.63K
New
$217K - $238K
1.63K $363K
Apr 20, 2023 Q1 2023
Cabot Wealth Management Inc

BUY
 -
1.61K
New
$215K - $236K
1.61K $360K
Apr 27, 2023 Q1 2023
Sunesis Advisors, LLC

BUY
 -
1.52K
New
$202K - $222K
1.52K $339K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
1.52K
New
$202K - $222K
1.52K $338K
Apr 14, 2023 Q1 2023
Mcia Inc

BUY
 -
897
+ 11.22%
$119K - $131K
8.89K $1.98M

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