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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3New |
$543 - $721
|
3
$738
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2New |
$362 - $481
|
2
$492
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
1New |
$181 - $240
|
1
$246
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Oct 10, 2025
Q1 2025
|
Munro Partners
Melbourne, C3 |
BUY
|
CALL |
161KNew |
$31.6M - $37M
|
161K
$39.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
100KNew |
$19.6M - $22.9M
|
100K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
PUT |
50KNew |
$9.81M - $11.5M
|
50K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
47.3KNew |
$9.28M - $10.9M
|
47.3K
$11.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.1K+ 4238.4% |
$9.24M - $10.8M
|
48.2K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
26.1KNew |
$5.12M - $5.99M
|
26.1K
$6.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
15.8KNew |
$3.09M - $3.62M
|
15.8K
$3.88M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
12.3KNew |
$2.41M - $2.82M
|
12.3K
$3.03M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
11.4K+ 73.49% |
$2.24M - $2.62M
|
27K
$6.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
10.9K+ 42.94% |
$2.14M - $2.5M
|
36.3K
$8.93M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10.5KNew |
$2.06M - $2.41M
|
10.5K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.86K+ 246525.0% |
$1.93M - $2.26M
|
9.87K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
PUT |
6.5KNew |
$1.27M - $1.49M
|
6.5K
$1.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6KNew |
$1.18M - $1.38M
|
6K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
5.3KNew |
$1.04M - $1.22M
|
5.3K
$1.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
5.1KNew |
$1M - $1.17M
|
5.1K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
CALL |
5KNew |
$981K - $1.15M
|
5K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.64KNew |
$910K - $1.07M
|
4.64K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.6KNew |
$510K - $597K
|
2.6K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.29K+ 20.68% |
$450K - $526K
|
13.4K
$3.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$361K - $423K
|
1.84K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.75KNew |
$344K - $402K
|
1.75K
$431K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.5K+ 31.25% |
$294K - $344K
|
6.3K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.3KNew |
$255K - $299K
|
1.3K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$245K - $287K
|
1.25K
$308K
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
1.23KNew |
$241K - $282K
|
1.23K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.06KNew |
$208K - $243K
|
1.06K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
594+ 2.31% |
$116K - $136K
|
26.3K
$6.47M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
560+ 10.89% |
$110K - $129K
|
5.7K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
523New |
$103K - $120K
|
523
$129K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
161New |
$31.6K - $36.9K
|
161
$39.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
157+ 14.23% |
$30.8K - $36K
|
1.26K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
149New |
$29.2K - $34.2K
|
149
$36.7K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
127New |
$24.9K - $29.1K
|
127
$31.3K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
106New |
$20.8K - $24.3K
|
106
$26.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
77New |
$15.1K - $17.7K
|
77
$18.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
67+ 3.86% |
$13.1K - $15.4K
|
1.8K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
38New |
$7.45K - $8.72K
|
38
$9.35K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
28New |
$5.49K - $6.43K
|
28
$6.89K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
21New |
$4.12K - $4.82K
|
21
$5.17K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18New |
$3.53K - $4.13K
|
18
$4.43K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
14New |
$2.75K - $3.21K
|
14
$3.44K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13New |
$2.55K - $2.98K
|
13
$3.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13New |
$2.55K - $2.98K
|
13
$3.2K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11New |
$2.16K - $2.52K
|
11
$2.71K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$2.16K - $2.52K
|
11
$2.71K
|
|