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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
78+ 16.85% |
$13.7K - $15.9K
|
541
$121K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
77New |
$13.5K - $15.7K
|
77
$17.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
77+ 2.61% |
$13.5K - $15.7K
|
3.02K
$674K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
75+ 7.12% |
$13.2K - $15.2K
|
1.13K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
68New |
$11.9K - $13.8K
|
68
$15.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
66+ 0.6% |
$11.6K - $13.4K
|
11.1K
$2.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
66+ 2.68% |
$11.6K - $13.4K
|
2.53K
$565K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
62+ 5.21% |
$10.9K - $12.6K
|
1.25K
$279K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
43New |
$7.54K - $8.74K
|
43
$9.59K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
41+ 1.07% |
$7.19K - $8.34K
|
3.87K
$863K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
38+ 4.76% |
$6.67K - $7.73K
|
837
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
34+ 0.27% |
$5.97K - $6.91K
|
12.8K
$2.86M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34New |
$5.97K - $6.91K
|
34
$7.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
27+ 49.09% |
$4.74K - $5.49K
|
82
$18.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
26+ 2.51% |
$4.56K - $5.29K
|
1.06K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
16+ 0.87% |
$2.81K - $3.25K
|
1.86K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
15+ 0.51% |
$2.63K - $3.05K
|
2.96K
$659K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
14New |
$2.46K - $2.85K
|
14
$3.12K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
14+ 0.14% |
$2.46K - $2.85K
|
10.2K
$2.28M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14+ 8.92% |
$2.46K - $2.85K
|
171
$38.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
12+ 0.43% |
$2.11K - $2.44K
|
2.82K
$629K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
12New |
$2.11K - $2.44K
|
12
$2.68K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10+ 0.18% |
$1.75K - $2.03K
|
5.69K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
8+ 0.74% |
$1.4K - $1.63K
|
1.09K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.54% |
$1.23K - $1.42K
|
1.32K
$293K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
7+ 0.18% |
$1.23K - $1.42K
|
3.98K
$888K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 0.18% |
$1.23K - $1.42K
|
3.8K
$847K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5New |
$877 - $1.02K
|
5
$1.12K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4+ 0.22% |
$702 - $813
|
1.8K
$402K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$702 - $813
|
4
$892
|
|
|
Nov 07, 2024
Q3 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.1% |
$702 - $813
|
3.83K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.21% |
$526 - $610
|
1.45K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
3+ 0.15% |
$526 - $610
|
2.03K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3+ 0.21% |
$526 - $610
|
1.42K
$316K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.03% |
$526 - $610
|
9.76K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3+ 0.23% |
$526 - $610
|
1.28K
$285K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.19% |
$526 - $610
|
1.55K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2+ 0.18% |
$351 - $407
|
1.14K
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$351 - $407
|
3.77K
$841K
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
2+ 0.06% |
$351 - $407
|
3.18K
$710K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
2+ 0.08% |
$351 - $407
|
2.48K
$552K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 0.05% |
$351 - $407
|
4.43K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.04% |
$175 - $203
|
2.58K
$574K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1+ 0.09% |
$175 - $203
|
1.05K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1+ 0.04% |
$175 - $203
|
2.48K
$553K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$175 - $203
|
6.52K
$1.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$175 - $203
|
2.44K
$543K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1+ 0.06% |
$175 - $203
|
1.71K
$380K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.03% |
$175 - $203
|
3.57K
$797K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1+ 0.07% |
$175 - $203
|
1.39K
$311K
|