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
Oct 30, 2024 Q3 2024
American Capital Advisory, LLC

Ketchum, ID
BUY
 -
492
+ 137.43%
$86.3K - $100K
850 $190K
Oct 09, 2024 Q3 2024
Simplicity Wealth,Llc

BUY
 -
471
+ 5.53%
$82.6K - $95.8K
8.98K $2M
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
467
New
$81.9K - $94.9K
467 $104K
Nov 15, 2024 Q3 2024
Orion Portfolio Solutions, LLC

BUY
 -
456
+ 17.7%
$80K - $92.7K
3.03K $676K
Oct 31, 2024 Q3 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
450
+ 1.7%
$79K - $91.5K
26.9K $6.01M
Oct 08, 2024 Q3 2024
Unison Advisors LLC

BUY
 -
429
+ 1.94%
$75.3K - $87.2K
22.6K $5.04M
Nov 12, 2024 Q3 2024
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
426
+ 32.18%
$74.7K - $86.6K
1.75K $390K
Nov 13, 2024 Q3 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
421
+ 12.44%
$73.9K - $85.6K
3.81K $849K
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
416
+ 133.33%
$73K - $84.6K
728 $162K
Oct 29, 2024 Q3 2024
Empire Life Investments Inc.

BUY
 -
400
+ 4.44%
$70.2K - $81.3K
9.4K $2.1M
Nov 13, 2024 Q3 2024
Russell Investments Group, Ltd.

BUY
 -
375
+ 140.98%
$65.8K - $76.2K
641 $143K
Nov 12, 2024 Q3 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
354
+ 9.35%
$62.1K - $72K
4.14K $923K
Nov 05, 2024 Q3 2024
Haverford Trust CO

Radnor, PA
BUY
 -
354
+ 1.33%
$62.1K - $72K
26.9K $6M
Nov 13, 2024 Q3 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
336
+ 5.41%
$59K - $68.3K
6.55K $1.46M
Nov 06, 2024 Q3 2024
Straight Path Wealth Management

BUY
 -
335
+ 0.54%
$58.8K - $68.1K
62.9K $14M
Oct 30, 2024 Q3 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
334
+ 20.68%
$58.6K - $67.9K
1.95K $435K
Nov 14, 2024 Q3 2024
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
327
+ 5.34%
$57.4K - $66.5K
6.45K $1.44M
Nov 13, 2024 Q3 2024
Cibc Private Wealth Group, LLC

BUY
 -
319
+ 53.34%
$56K - $64.9K
917 $205K
Nov 05, 2024 Q3 2024
First Heartland Consultants, Inc.

BUY
 -
314
+ 30.46%
$55.1K - $63.8K
1.35K $300K
Oct 11, 2024 Q3 2024
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
296
+ 57.14%
$51.9K - $60.2K
814 $182K
Oct 16, 2024 Q3 2024
Bfsg, LLC

BUY
 -
276
New
$48.4K - $56.1K
276 $61.6K
Nov 13, 2024 Q3 2024
Financial Counselors Inc

BUY
 -
256
+ 23.38%
$44.9K - $52K
1.35K $301K
Nov 14, 2024 Q3 2024
Quantinno Capital Management LP

New York, NY
BUY
 -
254
+ 16.83%
$44.6K - $51.6K
1.76K $393K
Nov 12, 2024 Q3 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
254
+ 23.45%
$44.6K - $51.6K
1.34K $298K
Nov 14, 2024 Q3 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
248
+ 70.45%
$43.5K - $50.4K
600 $134K
Nov 15, 2024 Q3 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
246
New
$43.2K - $50K
246 $54.9K
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
214
New
$37.5K - $43.5K
214 $47.7K
Nov 13, 2024 Q3 2024
Private Trust CO Na

BUY
 -
178
+ 6.59%
$31.2K - $36.2K
2.88K $642K
Nov 04, 2024 Q3 2024
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
177
New
$31.1K - $36K
177 $39.5K
Nov 13, 2024 Q3 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
170
+ 7.55%
$29.8K - $34.6K
2.42K $540K
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
168
+ 6.84%
$29.5K - $34.2K
2.62K $585K
Nov 12, 2024 Q3 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
167
+ 4.09%
$29.3K - $34K
4.25K $949K
Nov 14, 2024 Q3 2024
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
164
+ 0.12%
$28.8K - $33.3K
137K $30.5M
Oct 21, 2024 Q3 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
155
+ 1550.0%
$27.2K - $31.5K
165 $36.8K
Oct 28, 2024 Q3 2024
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
153
+ 1.93%
$26.8K - $31.1K
8.06K $1.8M
Nov 12, 2024 Q3 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
149
+ 3.09%
$26.1K - $30.3K
4.98K $1.11M
Nov 22, 2024 Q3 2024
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
144
+ 12.79%
$25.3K - $29.3K
1.27K $283K
Oct 22, 2024 Q3 2024
Detalus Advisors, LLC

BUY
 -
141
+ 1.23%
$24.7K - $28.7K
11.6K $2.59M
Oct 24, 2024 Q3 2024
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
135
New
$23.7K - $27.4K
135 $30.1K
Nov 13, 2024 Q3 2024
Operose Advisors LLC

Milwaukee, WI
BUY
 -
127
New
$22.3K - $25.8K
127 $28.3K
Nov 06, 2024 Q3 2024
Huntington National Bank

Columbus, OH
BUY
 -
123
+ 241.18%
$21.6K - $25K
174 $38.8K
Nov 05, 2024 Q3 2024
Paladin Advisory Group, LLC

BUY
 -
122
New
$21.4K - $24.8K
122 $27.2K
Nov 15, 2024 Q3 2024
Ewa, LLC

Pittsbugh, PA
BUY
 -
113
+ 3.15%
$19.8K - $23K
3.7K $825K
Oct 24, 2024 Q3 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
113
+ 1255.56%
$19.8K - $23K
122 $27.2K
Nov 13, 2024 Q3 2024
Brown Advisory Inc

BUY
 -
102
+ 1.22%
$17.9K - $20.7K
8.43K $1.88M
Nov 15, 2024 Q3 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
101
New
$17.7K - $20.5K
101 $22.5K
Nov 14, 2024 Q3 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
101
New
$17.7K - $20.5K
101 $22.5K
Oct 30, 2024 Q3 2024
Belvedere Trading LLC

BUY
 PUT
100
New
$17.5K - $20.3K
100 $22.3K
Nov 06, 2024 Q3 2024
Planning Capital Management Corp

Paoli, PA
BUY
 -
81
New
$14.2K - $16.5K
81 $18.1K

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