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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
824+ 59.88% |
$195K - $212K
|
2.2K
$541K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
64K+ 213.06% |
$15.1M - $16.5M
|
94K
$23.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-391K- 21.05% |
$92.3M - $101M
|
1.47M
$361M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.57K+ 6.01% |
$1.32M - $1.44M
|
98.3K
$24.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-944- 2.79% |
$223K - $243K
|
32.9K
$8.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-687- 4.69% |
$162K - $177K
|
14K
$3.44M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
703+ 13.93% |
$166K - $181K
|
5.75K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$431K - $470K
|
1.82K
$449K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-115K- 86.55% |
$27.3M - $29.7M
|
17.9K
$4.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
68+ 2.46% |
$16.1K - $17.5K
|
2.83K
$697K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-148- 6.39% |
$35K - $38.1K
|
2.17K
$533K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 23.31% |
$2.55M - $2.79M
|
35.6K
$8.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-454- 11.96% |
$107K - $117K
|
3.34K
$822K
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.19KNew |
$281K - $306K
|
1.19K
$292K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
133+ 0.38% |
$31.4K - $34.3K
|
34.7K
$8.55M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
275+ 9.55% |
$65K - $70.9K
|
3.16K
$776K
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-558- 46.77% |
$132K - $144K
|
635
$156K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-47- 4.34% |
$11.1K - $12.1K
|
1.04K
$255K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-33- 1.07% |
$7.8K - $8.5K
|
3.05K
$751K
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
1.58KNew |
$373K - $407K
|
1.58K
$389K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-208- 4.4% |
$49.1K - $53.6K
|
4.52K
$1.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 13.49% |
$4.02K - $4.38K
|
143
$35.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-67- 0.61% |
$15.8K - $17.3K
|
10.9K
$2.68M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-171- 0.72% |
$40.4K - $44.1K
|
23.6K
$5.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
1.48KNew |
$350K - $381K
|
1.48K
$364K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
17.4K+ 1.44% |
$4.11M - $4.48M
|
1.22M
$301M
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-200- 5.51% |
$47.3K - $51.5K
|
3.43K
$844K
|
|
|
Nov 05, 2025
Q3 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-692- 8.91% |
$163K - $178K
|
7.08K
$1.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-3.69K- 4.02% |
$872K - $951K
|
88.1K
$21.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
557+ 5.02% |
$132K - $144K
|
11.6K
$2.87M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
57New |
$13.5K - $14.7K
|
57
$14K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
352+ 9.14% |
$83.2K - $90.7K
|
4.2K
$1.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-27K- 6.27% |
$6.39M - $6.96M
|
404K
$99.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.34K+ 15.85% |
$316K - $345K
|
9.77K
$2.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-865- 8.23% |
$204K - $223K
|
9.64K
$2.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-48- 5.05% |
$11.3K - $12.4K
|
902
$222K
|
|
|
Nov 05, 2025
Q3 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
833+ 41.05% |
$197K - $215K
|
2.86K
$704K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
571+ 29.01% |
$135K - $147K
|
2.54K
$625K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-3.2K- 30.77% |
$755K - $823K
|
7.19K
$1.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
602+ 5.13% |
$142K - $155K
|
12.3K
$3.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.11% |
$1.65K - $1.8K
|
6.14K
$1.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.36K+ 9.11% |
$2.21M - $2.41M
|
112K
$27.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-199- 0.26% |
$47K - $51.3K
|
77K
$19M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
35.9K+ 31.15% |
$8.49M - $9.26M
|
151K
$37.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
494+ 6.63% |
$117K - $127K
|
7.95K
$1.96M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
3+ 1.33% |
$709 - $773
|
229
$56.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-4.13K- 2.05% |
$975K - $1.06M
|
197K
$48.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
9.58K+ 34.36% |
$2.26M - $2.47M
|
37.5K
$9.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1- 0.04% |
$236 - $258
|
2.5K
$615K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
456+ 16.22% |
$108K - $118K
|
3.27K
$804K
|
|