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 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.23K+ 59.54% |
$449K - $485K
|
5.98K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.19KNew |
$441K - $476K
|
2.19K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.16KNew |
$435K - $470K
|
2.16K
$474K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.11KNew |
$424K - $458K
|
2.11K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.09KNew |
$420K - $454K
|
2.09K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.02K+ 3.18% |
$407K - $440K
|
65.6K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.98K+ 317.28% |
$399K - $431K
|
2.61K
$571K
|
|
|
Jan 31, 2025
Q4 2024
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
1.92KNew |
$387K - $418K
|
1.92K
$421K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.92K+ 133.99% |
$386K - $417K
|
3.35K
$733K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.88K+ 96.36% |
$378K - $408K
|
3.83K
$839K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.79KNew |
$361K - $390K
|
1.79K
$393K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.79K+ 11.46% |
$361K - $390K
|
17.4K
$3.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.79K+ 29.91% |
$360K - $389K
|
7.78K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.71KNew |
$344K - $372K
|
1.71K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.7K+ 2.48% |
$342K - $369K
|
70.1K
$15.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.59KNew |
$320K - $346K
|
1.59K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.59K+ 1.28% |
$320K - $345K
|
125K
$27.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
1.52KNew |
$305K - $330K
|
1.52K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1.51KNew |
$305K - $329K
|
1.51K
$332K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.51KNew |
$304K - $329K
|
1.51K
$331K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.5KNew |
$302K - $326K
|
1.5K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.49K+ 4.93% |
$301K - $325K
|
31.8K
$6.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.47KNew |
$297K - $320K
|
1.47K
$323K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
PUT |
1.4K+ 1400.0% |
$282K - $304K
|
1.5K
$329K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.36KNew |
$273K - $295K
|
1.36K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.31KNew |
$264K - $285K
|
1.31K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.3KNew |
$262K - $283K
|
1.3K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
1.26KNew |
$254K - $275K
|
1.26K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.26K+ 9.26% |
$254K - $275K
|
14.9K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.25K+ 0.63% |
$252K - $272K
|
201K
$44.1M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.24K+ 85.67% |
$250K - $270K
|
2.7K
$591K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.22KNew |
$245K - $265K
|
1.22K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.21KNew |
$243K - $262K
|
1.21K
$264K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.2K+ 2.95% |
$242K - $262K
|
42.1K
$9.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
1.2KNew |
$241K - $260K
|
1.2K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
1.2KNew |
$241K - $260K
|
1.2K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.17KNew |
$235K - $254K
|
1.17K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.11KNew |
$224K - $242K
|
1.11K
$243K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.1K+ 49.8% |
$221K - $239K
|
3.3K
$723K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.09KNew |
$219K - $237K
|
1.09K
$238K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.09KNew |
$219K - $236K
|
1.09K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.02K+ 265.28% |
$206K - $223K
|
1.41K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1KNew |
$202K - $218K
|
1K
$220K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
990+ 25.71% |
$199K - $215K
|
4.84K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
983New |
$198K - $214K
|
983
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
945+ 55.39% |
$190K - $205K
|
2.65K
$581K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
906+ 14.61% |
$182K - $197K
|
7.11K
$1.56M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
881+ 1.82% |
$177K - $192K
|
49.2K
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
866+ 5.95% |
$174K - $188K
|
15.4K
$3.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
800+ 8.51% |
$161K - $174K
|
10.2K
$2.24M
|