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 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-256- 8.49% |
$60.5K - $66K
|
2.76K
$679K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
11+ 0.67% |
$2.6K - $2.83K
|
1.66K
$409K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
68+ 2.31% |
$16.1K - $17.5K
|
3.01K
$740K
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.88K+ 48.02% |
$916K - $999K
|
11.9K
$2.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-514- 10.94% |
$121K - $132K
|
4.18K
$1.03M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2New |
$473 - $515
|
2
$492
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 5.95% |
$363K - $396K
|
27.4K
$6.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1.44K- 16.85% |
$339K - $370K
|
7.09K
$1.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.73K+ 23.67% |
$1.35M - $1.48M
|
29.9K
$7.36M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.42K+ 1.41% |
$1.04M - $1.14M
|
318K
$78.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
33+ 1.31% |
$7.8K - $8.5K
|
2.54K
$626K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.04% |
$473 - $515
|
5.52K
$1.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
794New |
$188K - $205K
|
794
$195K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-103- 2.67% |
$24.3K - $26.5K
|
3.76K
$925K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
185+ 2.06% |
$43.7K - $47.7K
|
9.16K
$2.25M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.65KNew |
$862K - $940K
|
3.65K
$898K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-5.83K- 86.15% |
$1.38M - $1.5M
|
937
$231K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 2.56% |
$236 - $258
|
40
$9.84K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-71- 1.15% |
$16.8K - $18.3K
|
6.1K
$1.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
34+ 0.22% |
$8.03K - $8.76K
|
15.6K
$3.83M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.6K+ 1112.97% |
$2.51M - $2.74M
|
11.6K
$2.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
101+ 6.78% |
$23.9K - $26K
|
1.59K
$391K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
82New |
$19.4K - $21.1K
|
82
$20.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
5.05K+ 104.15% |
$1.19M - $1.3M
|
9.89K
$2.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-7- 0.38% |
$1.65K - $1.8K
|
1.85K
$454K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
16+ 2.31% |
$3.78K - $4.12K
|
708
$174K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-12- 1.46% |
$2.84K - $3.09K
|
810
$199K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
43+ 1.1% |
$10.2K - $11.1K
|
3.96K
$975K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-275- 25.0% |
$65K - $70.9K
|
825
$203K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
39+ 15.6% |
$9.21K - $10K
|
289
$71.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.79K- 94.3% |
$422K - $460K
|
108
$26.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-53- 0.85% |
$12.5K - $13.7K
|
6.19K
$1.52M
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
1+ 0.09% |
$236 - $258
|
1.1K
$270K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
2.2K+ 11.01% |
$520K - $568K
|
22.2K
$5.47M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
170+ 12.36% |
$40.2K - $43.8K
|
1.55K
$380K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
26New |
$6.14K - $6.7K
|
26
$6.4K
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
151KNew |
$27.3M - $36.3M
|
151K
$37.2M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.3K+ 7.44% |
$6.75M - $8.97M
|
539K
$133M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-33.5K- 92.91% |
$6.06M - $8.05M
|
2.56K
$629K
|
|
|
Nov 06, 2025
Q2 2025
|
Blalock Williams, LLC
Alexander City, AL |
BUY
|
- |
102+ 3.26% |
$18.4K - $24.5K
|
3.23K
$795K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-634- 1.16% |
$115K - $152K
|
53.9K
$13.3M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
228+ 8.86% |
$41.2K - $54.8K
|
2.8K
$689K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-21.3K- 20.67% |
$3.85M - $5.12M
|
81.7K
$20.1M
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-1.2KClosed |
$217K - $288K
|
0
$0
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1.11K- 92.88% |
$200K - $266K
|
85
$20.9K
|
|
|
Sep 24, 2025
Q2 2025
|
Momentum Wealth Planning, LLC
Estero, FL |
BUY
|
- |
878New |
$159K - $211K
|
878
$216K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
83New |
$15K - $19.9K
|
83
$20.4K
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
9.1KNew |
$1.64M - $2.19M
|
9.1K
$2.24M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-8.56K- 22.45% |
$1.55M - $2.06M
|
29.6K
$7.27M
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-343- 14.93% |
$62K - $82.4K
|
1.96K
$481K
|
|