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 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-457- 31.24% |
$108K - $118K
|
1.01K
$248K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-258- 4.16% |
$61K - $66.5K
|
5.95K
$1.46M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11- 1.0% |
$2.6K - $2.83K
|
1.09K
$268K
|
|
|
Nov 03, 2025
Q3 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-637- 18.57% |
$150K - $164K
|
2.79K
$687K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.54KNew |
$364K - $397K
|
1.54K
$379K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.07KNew |
$962K - $1.05M
|
4.07K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
20+ 0.27% |
$4.73K - $5.15K
|
7.32K
$1.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.21KNew |
$757K - $826K
|
3.21K
$789K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.73K+ 10.79% |
$644K - $702K
|
28K
$6.89M
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
265+ 10.52% |
$62.6K - $68.3K
|
2.79K
$685K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
52+ 2.65% |
$12.3K - $13.4K
|
2.01K
$495K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
5.7KNew |
$1.35M - $1.47M
|
5.7K
$1.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
13New |
$3.07K - $3.35K
|
13
$3.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.27K+ 4.37% |
$300K - $327K
|
30.3K
$7.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-58- 3.75% |
$13.7K - $14.9K
|
1.49K
$366K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
232+ 1.4% |
$54.8K - $59.8K
|
16.8K
$4.13M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.62K- 33.92% |
$1.8M - $1.96M
|
14.8K
$3.65M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-208- 2.54% |
$49.1K - $53.6K
|
7.98K
$1.96M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.4K+ 25.27% |
$803K - $876K
|
16.9K
$4.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
963New |
$228K - $248K
|
963
$237K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.79K+ 88.92% |
$895K - $976K
|
8.05K
$1.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
678+ 53.3% |
$160K - $175K
|
1.95K
$480K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.09K- 33.63% |
$1.91M - $2.09M
|
16K
$3.93M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-27- 0.23% |
$6.38K - $6.96K
|
11.7K
$2.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
560+ 6.75% |
$132K - $144K
|
8.86K
$2.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.18KNew |
$279K - $305K
|
1.18K
$291K
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4New |
$945 - $1.03K
|
4
$984
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
66+ 6.69% |
$15.6K - $17K
|
1.05K
$259K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.02K+ 11.84% |
$240K - $262K
|
9.6K
$2.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-6.64K- 84.15% |
$1.57M - $1.71M
|
1.25K
$308K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
10.5K+ 687.42% |
$2.49M - $2.72M
|
12.1K
$2.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
416+ 1.14% |
$98.3K - $107K
|
37K
$9.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.5K- 2.21% |
$2.48M - $2.71M
|
464K
$114M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
305New |
$72.1K - $78.6K
|
305
$75.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-60- 4.71% |
$14.2K - $15.5K
|
1.21K
$298K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-941- 37.73% |
$222K - $242K
|
1.55K
$382K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
978New |
$231K - $252K
|
978
$241K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.17% |
$473 - $515
|
1.19K
$292K
|
|
|
Oct 29, 2025
Q3 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.9K+ 11.92% |
$449K - $489K
|
17.8K
$4.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.32K+ 65.57% |
$548K - $598K
|
5.86K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6- 0.18% |
$1.42K - $1.55K
|
3.34K
$821K
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
22.7KNew |
$5.36M - $5.85M
|
22.7K
$5.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-77- 1.62% |
$18.2K - $19.8K
|
4.69K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.3K+ 20.49% |
$307K - $335K
|
7.65K
$1.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
316+ 19.79% |
$74.7K - $81.4K
|
1.91K
$471K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.06KNew |
$250K - $273K
|
1.06K
$261K
|
|
|
Oct 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-583- 4.2% |
$138K - $150K
|
13.3K
$3.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-186- 2.27% |
$43.9K - $47.9K
|
8K
$1.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-113- 5.07% |
$26.7K - $29.1K
|
2.11K
$520K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
829+ 2.06% |
$196K - $214K
|
41.2K
$10.1M
|
|