Latest Institutional Transactions on Ishares Msci Usa Momentum Fact (MTUM)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Momentum Fact (MTUM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
5.86K+ 63.09% |
$1.44M - $1.51M
|
15.2K
$3.73M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
339+ 10.2% |
$83.3K - $87.5K
|
3.66K
$901K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
109K+ 9.6% |
$26.7M - $28.1M
|
1.24M
$306M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
18+ 4.38% |
$4.42K - $4.64K
|
429
$106K
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-386- 0.45% |
$94.9K - $99.6K
|
85K
$20.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
6+ 0.24% |
$1.47K - $1.55K
|
2.46K
$606K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-48- 5.45% |
$11.8K - $12.4K
|
832
$205K
|
|
|
Jan 16, 2026
Q4 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-90- 6.91% |
$22.1K - $23.2K
|
1.21K
$298K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.49K+ 40.98% |
$1.1M - $1.16M
|
15.5K
$3.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.75K+ 44.42% |
$430K - $451K
|
5.68K
$1.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.81K+ 17.35% |
$445K - $467K
|
12.2K
$3.01M
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-20- 3.9% |
$4.92K - $5.16K
|
493
$121K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-59- 0.88% |
$14.5K - $15.2K
|
6.63K
$1.63M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.71K- 20.0% |
$421K - $442K
|
6.85K
$1.69M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.81K- 24.7% |
$692K - $726K
|
8.58K
$2.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
12.7KNew |
$3.13M - $3.28M
|
12.7K
$3.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.82K+ 14.3% |
$1.18M - $1.24M
|
38.5K
$9.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-608- 19.57% |
$149K - $157K
|
2.5K
$615K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2.82K+ 23.98% |
$694K - $728K
|
14.6K
$3.59M
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$246 - $258
|
1.08K
$265K
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-2.46K- 29.26% |
$604K - $634K
|
5.95K
$1.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-568- 72.26% |
$140K - $147K
|
218
$53.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
11.9K+ 38.35% |
$2.93M - $3.08M
|
43K
$10.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-71- 0.31% |
$17.5K - $18.3K
|
22.6K
$5.56M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.72K+ 263.21% |
$668K - $702K
|
3.75K
$923K
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.05% |
$246 - $258
|
1.95K
$480K
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
1.06KNew |
$260K - $273K
|
1.06K
$260K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
15+ 0.32% |
$3.69K - $3.87K
|
4.63K
$1.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-94- 77.05% |
$23.1K - $24.3K
|
28
$6.89K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-240- 3.58% |
$59K - $61.9K
|
6.46K
$1.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
263+ 2.88% |
$64.6K - $67.9K
|
9.41K
$2.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-45- 0.06% |
$11.1K - $11.6K
|
70.3K
$17.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.3K+ 55.08% |
$566K - $594K
|
6.48K
$1.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.51K+ 6.05% |
$372K - $391K
|
26.5K
$6.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-77- 2.4% |
$18.9K - $19.9K
|
3.13K
$770K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-56.5K- 5.49% |
$13.9M - $14.6M
|
974K
$240M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.87K+ 63.34% |
$1.44M - $1.51M
|
15.1K
$3.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
268+ 1.28% |
$65.9K - $69.1K
|
21.3K
$5.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-332- 17.82% |
$81.6K - $85.7K
|
1.53K
$377K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.61K+ 197.28% |
$641K - $673K
|
3.93K
$967K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.01K- 6.24% |
$247K - $260K
|
15.1K
$3.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
686+ 3.56% |
$169K - $177K
|
20K
$4.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
561+ 1.94% |
$138K - $145K
|
29.5K
$7.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.74K+ 63.55% |
$1.41M - $1.48M
|
14.8K
$3.63M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.46K+ 63.45% |
$1.1M - $1.15M
|
11.5K
$2.83M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.68K+ 3.47% |
$1.15M - $1.21M
|
139K
$34.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-138- 2.2% |
$33.9K - $35.6K
|
6.13K
$1.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
87New |
$21.4K - $22.4K
|
87
$21.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-927- 12.73% |
$228K - $239K
|
6.35K
$1.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
105+ 2.22% |
$25.8K - $27.1K
|
4.84K
$1.19M
|
|