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 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
234+ 468.0% |
$55.3K - $60.3K
|
284
$69.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
85K+ 2310.08% |
$20.1M - $21.9M
|
88.7K
$21.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
4+ 0.2% |
$945 - $1.03K
|
2.05K
$503K
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.91K+ 8.55% |
$452K - $493K
|
24.3K
$5.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
621+ 5.53% |
$147K - $160K
|
11.9K
$2.92M
|
|
|
Nov 04, 2025
Q3 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-185- 2.47% |
$43.7K - $47.7K
|
7.29K
$1.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 0.44% |
$5.43K - $5.93K
|
5.24K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-247- 4.17% |
$58.4K - $63.6K
|
5.68K
$1.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-232- 1.25% |
$54.8K - $59.8K
|
18.4K
$4.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-13- 1.01% |
$3.07K - $3.35K
|
1.27K
$313K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
4New |
$945 - $1.03K
|
4
$984
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.66K- 37.41% |
$864K - $942K
|
6.12K
$1.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-19- 1.3% |
$4.49K - $4.9K
|
1.44K
$354K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-38- 3.68% |
$8.98K - $9.79K
|
995
$245K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
1.97K+ 11.16% |
$465K - $507K
|
19.6K
$4.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.5K+ 17.8% |
$5.79M - $6.31M
|
162K
$39.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
14New |
$3.31K - $3.61K
|
14
$3.44K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
14.5K+ 925.48% |
$3.42M - $3.73M
|
16K
$3.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.04K- 27.81% |
$481K - $525K
|
5.29K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
333+ 10.68% |
$78.7K - $85.8K
|
3.45K
$849K
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-529- 5.18% |
$125K - $136K
|
9.69K
$2.38M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
79+ 3.42% |
$18.7K - $20.4K
|
2.39K
$587K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.06% |
$1.18K - $1.29K
|
7.83K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.21K+ 6783.87% |
$994K - $1.08M
|
4.27K
$1.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
36+ 4.22% |
$8.51K - $9.28K
|
889
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.8KNew |
$1.13M - $1.24M
|
4.8K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-82- 1.12% |
$19.4K - $21.1K
|
7.23K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
SELL
|
- |
-1.35K- 5.37% |
$318K - $347K
|
23.7K
$5.84M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-25.5K- 5.18% |
$6.03M - $6.58M
|
467K
$115M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.3K+ 17.45% |
$779K - $850K
|
22.2K
$5.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.45M- 51.0% |
$1.52B - $1.66B
|
6.19M
$1.52B
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
126New |
$29.8K - $32.5K
|
126
$31K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-9.49K- 58.12% |
$2.24M - $2.45M
|
6.84K
$1.68M
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
428+ 5.06% |
$101K - $110K
|
8.89K
$2.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.67KNew |
$867K - $946K
|
3.67K
$903K
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
3.43K+ 5.16% |
$809K - $883K
|
69.8K
$17.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
5+ 0.2% |
$1.18K - $1.29K
|
2.45K
$604K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
5.68K+ 4.78% |
$1.34M - $1.46M
|
124K
$30.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$1.89K - $2.06K
|
3.85K
$946K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
250New |
$59.1K - $64.4K
|
250
$61.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
4.75KNew |
$1.12M - $1.22M
|
4.75K
$1.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-100- 8.94% |
$23.6K - $25.8K
|
1.02K
$250K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
529+ 27.18% |
$125K - $136K
|
2.48K
$609K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.28K- 4.47% |
$1.01M - $1.1M
|
91.6K
$22.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 1.65% |
$3.54K - $3.87K
|
926
$228K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-76.7K- 22.97% |
$18.1M - $19.8M
|
257K
$63.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-239- 5.73% |
$56.5K - $61.6K
|
3.93K
$967K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
268New |
$63.3K - $69.1K
|
268
$65.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1+ 0.06% |
$236 - $258
|
1.8K
$443K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-364- 18.05% |
$86K - $93.8K
|
1.65K
$407K
|
|