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 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-572- 5.27% |
$135K - $147K
|
10.3K
$2.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
696+ 2.18% |
$164K - $179K
|
32.7K
$8.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-12- 0.4% |
$2.84K - $3.09K
|
3K
$739K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-3.28K- 18.28% |
$775K - $845K
|
14.7K
$3.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.89K+ 1.39% |
$683K - $745K
|
211K
$51.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
691+ 23.0% |
$163K - $178K
|
3.7K
$909K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272+ 22.78% |
$64.3K - $70.1K
|
1.47K
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-61- 4.26% |
$14.4K - $15.7K
|
1.37K
$337K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2.91K- 66.75% |
$688K - $750K
|
1.45K
$357K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.67K- 4.96% |
$395K - $430K
|
32K
$7.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
36.6K+ 3156.64% |
$8.65M - $9.44M
|
37.8K
$9.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.41K+ 224.97% |
$805K - $878K
|
4.92K
$1.21M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-7- 29.17% |
$1.65K - $1.8K
|
17
$4.18K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-119- 30.99% |
$28.1K - $30.7K
|
265
$65.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-188- 12.91% |
$44.4K - $48.4K
|
1.27K
$312K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 15.0% |
$709 - $773
|
23
$5.66K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
9.55K+ 6.05% |
$2.26M - $2.46M
|
168K
$41.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-81- 1.25% |
$19.1K - $20.9K
|
6.42K
$1.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-22.8K- 13.02% |
$5.39M - $5.88M
|
153K
$37.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
671+ 4.02% |
$159K - $173K
|
17.4K
$4.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-698- 38.86% |
$165K - $180K
|
1.1K
$270K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.26K+ 23.69% |
$533K - $582K
|
11.8K
$2.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-10- 0.96% |
$2.36K - $2.58K
|
1.03K
$253K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.18% |
$236 - $258
|
558
$137K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
56+ 1.4% |
$13.2K - $14.4K
|
4.07K
$1M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
784New |
$185K - $202K
|
784
$193K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
776+ 6.01% |
$183K - $200K
|
13.7K
$3.37M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-888- 0.66% |
$210K - $229K
|
134K
$33.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
72New |
$17K - $18.6K
|
72
$17.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-160- 8.52% |
$37.8K - $41.2K
|
1.72K
$423K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-398- 20.86% |
$94K - $103K
|
1.51K
$372K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
44+ 2.35% |
$10.4K - $11.3K
|
1.92K
$472K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-113- 5.03% |
$26.7K - $29.1K
|
2.13K
$525K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
14+ 1.28% |
$3.31K - $3.61K
|
1.11K
$273K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
18+ 1.79% |
$4.25K - $4.64K
|
1.02K
$251K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-6- 0.46% |
$1.42K - $1.55K
|
1.29K
$317K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.26K+ 5.88% |
$298K - $325K
|
22.7K
$5.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
40+ 2.92% |
$9.45K - $10.3K
|
1.41K
$347K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-540- 14.65% |
$128K - $139K
|
3.15K
$774K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
21.6K+ 9.79% |
$5.11M - $5.57M
|
242K
$59.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
36+ 0.9% |
$8.51K - $9.28K
|
4.04K
$993K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-340- 2.89% |
$80.3K - $87.6K
|
11.4K
$2.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
11.1K+ 753.09% |
$2.62M - $2.86M
|
12.6K
$3.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.82K+ 105.41% |
$902K - $984K
|
7.44K
$1.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
11.5K+ 1.28% |
$2.73M - $2.98M
|
911K
$224M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-355- 13.77% |
$83.9K - $91.5K
|
2.22K
$547K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-18- 0.33% |
$4.25K - $4.64K
|
5.37K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-179- 1.64% |
$42.3K - $46.1K
|
10.7K
$2.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.09K+ 38.66% |
$258K - $282K
|
3.92K
$966K
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
26.4K+ 79.16% |
$6.25M - $6.81M
|
59.8K
$14.7M
|
|