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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
843+ 7.83% |
$110K - $144K
|
11.6K
$2.53M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
398New |
$51.8K - $67.8K
|
398
$86.8K
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
392+ 286.13% |
$51.1K - $66.8K
|
529
$115K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
300New |
$39.1K - $51.1K
|
300
$65.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
261New |
$34K - $44.5K
|
261
$57K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
148New |
$19.3K - $25.2K
|
148
$32.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
81New |
$10.6K - $13.8K
|
81
$17.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
57New |
$7.42K - $9.71K
|
57
$12.4K
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
26New |
$3.39K - $4.43K
|
26
$5.67K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20New |
$2.61K - $3.41K
|
20
$4.36K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
19New |
$2.47K - $3.24K
|
19
$4.15K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
15New |
$1.95K - $2.56K
|
15
$3.27K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.66% |
$130 - $170
|
153
$33.4K
|
|
| Q1 2022 | |||||||
|
Oct 31, 2023
Q1 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
58.7KNew |
$8.81M - $10.7M
|
58.7K
$12.8M
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.08K+ 33.93% |
$162K - $197K
|
4.26K
$929K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
8+ 20.0% |
$1.2K - $1.46K
|
48
$10.5K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
4.87KNew |
$845K - $943K
|
4.87K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
2.52KNew |
$437K - $487K
|
2.52K
$549K
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
2.43KNew |
$422K - $471K
|
2.43K
$531K
|
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
1.89KNew |
$327K - $365K
|
1.89K
$411K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.19KNew |
$207K - $231K
|
1.19K
$260K
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
553New |
$96K - $107K
|
553
$121K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
49New |
$8.5K - $9.49K
|
49
$10.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
19New |
$3.3K - $3.68K
|
19
$4.15K
|
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
6+ 0.27% |
$1.04K - $1.16K
|
2.21K
$481K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$8.35M - $9.17M
|
50K
$10.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
29.5KNew |
$4.92M - $5.4M
|
29.5K
$6.43M
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 1.61% |
$167 - $183
|
63
$13.7K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
64.2KNew |
$10.3M - $11.3M
|
64.2K
$14M
|
|
|
Jan 10, 2025
Q2 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.23KNew |
$1.31M - $1.44M
|
8.23K
$1.79M
|
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.5KNew |
$559K - $615K
|
3.5K
$764K
|
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1.5KNew |
$240K - $264K
|
1.5K
$328K
|
|
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
1.2KNew |
$192K - $211K
|
1.2K
$262K
|
|
|
Oct 13, 2022
Q2 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.19KNew |
$191K - $210K
|
1.19K
$261K
|
|
|
Aug 12, 2021
Q2 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
167New |
$26.7K - $29.3K
|
167
$36.4K
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
80New |
$12.8K - $14K
|
80
$17.5K
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
73+ 2.74% |
$11.7K - $12.8K
|
2.74K
$598K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
158+ 40.93% |
$23.7K - $28.1K
|
544
$119K
|
|
| Q4 2020 | |||||||
|
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.28KNew |
$181K - $209K
|
1.28K
$280K
|
|
|
Feb 08, 2021
Q4 2020
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
724+ 6.51% |
$102K - $118K
|
11.8K
$2.59M
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
3.76KNew |
$499K - $588K
|
3.76K
$820K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.84K+ 11.74% |
$489K - $634K
|
46K
$10M
|
|
|
Jul 31, 2020
Q2 2020
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.98KNew |
$402K - $521K
|
3.98K
$868K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Ubs Group Ag
|
BUY
|
PUT |
200New |
$23.2K - $25.2K
|
200
$43.6K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
28+ 2800.0% |
$3.12K - $3.37K
|
29
$6.33K
|
|
|
Jul 08, 2019
Q2 2019
|
Investors Research Corp
|
BUY
|
- |
15New |
$1.67K - $1.81K
|
15
$3.27K
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
200New |
$18.6K - $23.9K
|
200
$43.6K
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Hartford Financial Management Inc.
|
BUY
|
- |
718New |
$73.7K - $82.1K
|
718
$157K
|
|
| Q1 2018 | |||||||
|
Apr 19, 2018
Q1 2018
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
449New |
$45.8K - $51K
|
449
$98K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Barclays PLC
London, X0 |
BUY
|
PUT |
800New |
$76.9K - $83.4K
|
800
$175K
|
|