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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.85KNew |
$573K - $619K
|
2.85K
$635K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.39K+ 8866.67% |
$482K - $521K
|
2.42K
$540K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.37KNew |
$478K - $516K
|
2.37K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.37KNew |
$477K - $515K
|
2.37K
$528K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.16KNew |
$435K - $470K
|
2.16K
$482K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.11KNew |
$424K - $458K
|
2.11K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.98K+ 317.28% |
$399K - $431K
|
2.61K
$582K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.92K+ 133.99% |
$386K - $417K
|
3.35K
$746K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.59K+ 1.28% |
$320K - $345K
|
125K
$28M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.51KNew |
$304K - $329K
|
1.51K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.5KNew |
$302K - $326K
|
1.5K
$335K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.49K+ 4.93% |
$301K - $325K
|
31.8K
$7.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.31KNew |
$264K - $285K
|
1.31K
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.26K+ 9.26% |
$254K - $275K
|
14.9K
$3.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.25K+ 0.63% |
$252K - $272K
|
201K
$44.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.2K+ 2.95% |
$242K - $262K
|
42.1K
$9.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
1.2KNew |
$241K - $260K
|
1.2K
$267K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.17KNew |
$235K - $254K
|
1.17K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.11KNew |
$224K - $242K
|
1.11K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.1K+ 49.8% |
$221K - $239K
|
3.3K
$736K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.09KNew |
$219K - $236K
|
1.09K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.02K+ 265.28% |
$206K - $223K
|
1.41K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
906+ 14.61% |
$182K - $197K
|
7.11K
$1.58M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
881+ 1.82% |
$177K - $192K
|
49.2K
$11M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
866+ 5.95% |
$174K - $188K
|
15.4K
$3.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
729+ 38.65% |
$147K - $159K
|
2.62K
$583K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
679+ 45.09% |
$137K - $148K
|
2.19K
$487K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
615+ 5.61% |
$124K - $134K
|
11.6K
$2.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
558New |
$112K - $121K
|
558
$124K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
536+ 9.37% |
$108K - $117K
|
6.25K
$1.39M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
510+ 37.17% |
$103K - $111K
|
1.88K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
469+ 5.8% |
$94.4K - $102K
|
8.55K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
452+ 14.94% |
$91K - $98.3K
|
3.48K
$776K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
428+ 29.85% |
$86.2K - $93.1K
|
1.86K
$415K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
415New |
$83.5K - $90.2K
|
415
$92.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
324+ 3.41% |
$65.2K - $70.5K
|
9.83K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
294+ 1.55% |
$59.2K - $63.9K
|
19.3K
$4.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
286+ 4.71% |
$57.6K - $62.2K
|
6.36K
$1.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
286+ 6.05% |
$57.6K - $62.2K
|
5.02K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
267+ 4.1% |
$53.8K - $58.1K
|
6.78K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
263+ 18.68% |
$52.9K - $57.2K
|
1.67K
$373K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
242+ 4.11% |
$48.7K - $52.6K
|
6.13K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
229+ 20.07% |
$46.1K - $49.8K
|
1.37K
$306K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
188+ 1880.0% |
$37.8K - $40.9K
|
198
$44.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
178+ 7.4% |
$35.8K - $38.7K
|
2.58K
$576K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
174+ 0.02% |
$35K - $37.8K
|
968K
$216M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
168+ 9.31% |
$33.8K - $36.5K
|
1.97K
$440K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
166+ 7.91% |
$33.4K - $36.1K
|
2.27K
$505K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
108+ 1.44% |
$21.7K - $23.5K
|
7.59K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
107+ 9.47% |
$21.5K - $23.3K
|
1.24K
$276K
|