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 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.21KNew |
$285K - $311K
|
1.21K
$297K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
139+ 5.87% |
$32.8K - $35.8K
|
2.51K
$617K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
24.9K+ 351.69% |
$5.88M - $6.41M
|
32K
$7.87M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
45+ 0.28% |
$10.6K - $11.6K
|
15.9K
$3.92M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.15KNew |
$272K - $296K
|
1.15K
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-90- 27.03% |
$21.3K - $23.2K
|
243
$59.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
302+ 141.12% |
$71.3K - $77.8K
|
516
$127K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.79K+ 18.94% |
$1.13M - $1.23M
|
30.1K
$7.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
93+ 1.83% |
$22K - $24K
|
5.17K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
83.8KNew |
$19.8M - $21.6M
|
83.8K
$20.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
432+ 3.37% |
$102K - $111K
|
13.3K
$3.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.11K+ 11.57% |
$262K - $285K
|
10.7K
$2.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
354+ 9.99% |
$83.6K - $91.2K
|
3.9K
$959K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.08K+ 15.71% |
$255K - $278K
|
7.95K
$1.96M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.82K+ 324.17% |
$666K - $726K
|
3.69K
$907K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
380+ 2.0% |
$89.8K - $97.9K
|
19.4K
$4.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
331New |
$78.2K - $85.3K
|
331
$81.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-3.37K- 5.95% |
$796K - $868K
|
53.2K
$13.1M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
4.4KNew |
$1.04M - $1.13M
|
4.4K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
6.36K+ 148.75% |
$1.5M - $1.64M
|
10.6K
$2.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.02% |
$236 - $258
|
5.11K
$1.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
SELL
|
- |
-3- 1.68% |
$709 - $773
|
176
$43.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-26- 0.19% |
$6.14K - $6.7K
|
13.5K
$3.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-12- 0.58% |
$2.84K - $3.09K
|
2.06K
$506K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
24+ 0.75% |
$5.67K - $6.18K
|
3.23K
$795K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
212+ 2.36% |
$50.1K - $54.6K
|
9.21K
$2.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.2K+ 1.46% |
$1.23M - $1.34M
|
360K
$88.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
166+ 12.71% |
$39.2K - $42.8K
|
1.47K
$362K
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
121+ 10.62% |
$28.6K - $31.2K
|
1.26K
$310K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
60New |
$14.2K - $15.5K
|
60
$14.8K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
263+ 1.03% |
$62.1K - $67.8K
|
25.9K
$6.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-15- 0.2% |
$3.54K - $3.87K
|
7.34K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
20.3K+ 270.76% |
$4.8M - $5.23M
|
27.8K
$6.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.45K- 50.1% |
$343K - $374K
|
1.44K
$355K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.59K- 16.13% |
$1.08M - $1.18M
|
23.9K
$5.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.54K+ 50.44% |
$363K - $396K
|
4.58K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.19K- 17.43% |
$754K - $823K
|
15.1K
$3.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-549- 96.32% |
$130K - $141K
|
21
$5.17K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
SELL
|
- |
-38- 0.11% |
$8.98K - $9.79K
|
33.7K
$8.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
179+ 397.78% |
$42.3K - $46.1K
|
224
$55.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.2K+ 2.6% |
$6.91M - $7.53M
|
1.15M
$283M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-150- 1.92% |
$35.4K - $38.7K
|
7.66K
$1.88M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
598+ 18.56% |
$141K - $154K
|
3.82K
$940K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.23K- 13.29% |
$291K - $317K
|
8.03K
$1.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.62K+ 19.17% |
$1.8M - $1.96M
|
47.3K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-80- 20.05% |
$18.9K - $20.6K
|
319
$78.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-120- 11.62% |
$28.4K - $30.9K
|
913
$225K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
952New |
$225K - $245K
|
952
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-487- 40.82% |
$115K - $125K
|
706
$174K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.7K+ 23.48% |
$638K - $696K
|
14.2K
$3.49M
|
|