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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.11% |
$945 - $1.03K
|
3.77K
$928K
|
|
|
Oct 29, 2025
Q3 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-969- 5.73% |
$229K - $250K
|
15.9K
$3.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
265+ 4.23% |
$62.6K - $68.3K
|
6.53K
$1.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.09K- 19.63% |
$257K - $280K
|
4.45K
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
130+ 2.32% |
$30.7K - $33.5K
|
5.73K
$1.41M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
419+ 85.16% |
$99K - $108K
|
911
$224K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
807New |
$191K - $208K
|
807
$199K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.02KNew |
$240K - $262K
|
1.02K
$250K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-453- 1.56% |
$107K - $117K
|
28.5K
$7.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.88K+ 7.29% |
$444K - $484K
|
27.7K
$6.81M
|
|
|
Oct 28, 2025
Q3 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
3.95K+ 70.07% |
$932K - $1.02M
|
9.58K
$2.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
101+ 65.16% |
$23.9K - $26K
|
256
$63K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-286- 40.68% |
$67.6K - $73.7K
|
417
$103K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.03KNew |
$244K - $266K
|
1.03K
$254K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-592- 15.08% |
$140K - $153K
|
3.34K
$821K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
109KNew |
$25.6M - $28M
|
109K
$26.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-110- 39.86% |
$26K - $28.3K
|
166
$40.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.2K+ 3.22% |
$284K - $310K
|
38.6K
$9.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16K- 3.7% |
$3.79M - $4.13M
|
418K
$103M
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-110- 5.37% |
$26K - $28.3K
|
1.94K
$477K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-4.21KClosed |
$995K - $1.08M
|
0
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.1K+ 1100.0% |
$260K - $283K
|
1.2K
$295K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-334- 9.64% |
$78.9K - $86.1K
|
3.13K
$771K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.18KNew |
$278K - $303K
|
1.18K
$290K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.48K+ 2.2% |
$349K - $381K
|
68.9K
$16.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
1.56KNew |
$368K - $401K
|
1.56K
$383K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.4K+ 147.33% |
$6.24M - $6.8M
|
44.3K
$10.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.34K- 4.86% |
$316K - $345K
|
26.1K
$6.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.1K- 87.75% |
$1.44M - $1.57M
|
851
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
486+ 9.44% |
$115K - $125K
|
5.63K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.02K+ 57.86% |
$240K - $262K
|
2.77K
$682K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.03K+ 4.83% |
$244K - $266K
|
22.5K
$5.52M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
745New |
$176K - $192K
|
745
$183K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
7.7KNew |
$1.82M - $1.98M
|
7.7K
$1.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-50- 1.48% |
$11.8K - $12.9K
|
3.33K
$819K
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-20- 0.21% |
$4.73K - $5.15K
|
9.58K
$2.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
383+ 5.41% |
$90.5K - $98.7K
|
7.47K
$1.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.71KNew |
$404K - $441K
|
1.71K
$421K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
832New |
$197K - $214K
|
832
$205K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
821New |
$194K - $212K
|
821
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
108New |
$25.5K - $27.8K
|
108
$26.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.06KNew |
$487K - $531K
|
2.06K
$507K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
84+ 15.61% |
$19.8K - $21.6K
|
622
$153K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-227- 13.65% |
$53.6K - $58.5K
|
1.44K
$353K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.29K- 6.53% |
$776K - $847K
|
47K
$11.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-47- 4.76% |
$11.1K - $12.1K
|
940
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
27New |
$6.38K - $6.96K
|
27
$6.64K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.2K+ 12.24% |
$519K - $566K
|
20.1K
$4.95M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
46+ 1.44% |
$10.9K - $11.9K
|
3.25K
$799K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
811+ 6.99% |
$192K - $209K
|
12.4K
$3.05M
|
|