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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
979New |
$177K - $235K
|
979
$241K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-174- 5.96% |
$31.5K - $41.8K
|
2.75K
$676K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
121New |
$21.9K - $29.1K
|
121
$29.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
455New |
$82.3K - $109K
|
455
$112K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
337+ 16.8% |
$60.9K - $81K
|
2.34K
$577K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-120- 42.11% |
$21.7K - $28.8K
|
165
$40.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
857New |
$155K - $206K
|
857
$211K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-600- 1.5% |
$109K - $144K
|
39.4K
$9.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-28- 2.49% |
$5.06K - $6.73K
|
1.1K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-405- 89.21% |
$73.2K - $97.3K
|
49
$12.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
50KNew |
$9.04M - $12M
|
50K
$12.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-75- 6.15% |
$13.6K - $18K
|
1.14K
$282K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-54- 9.44% |
$9.77K - $13K
|
518
$127K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-65- 5.6% |
$11.8K - $15.6K
|
1.1K
$270K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-190- 10.53% |
$34.4K - $45.7K
|
1.61K
$397K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-16.2K- 72.68% |
$2.92M - $3.88M
|
6.07K
$1.49M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7New |
$1.27K - $1.68K
|
7
$1.72K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22+ 1.55% |
$3.98K - $5.29K
|
1.44K
$354K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3New |
$543 - $721
|
3
$738
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-100- 22.42% |
$18.1K - $24K
|
346
$85.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-856- 1.73% |
$155K - $206K
|
48.5K
$11.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-25- 6.74% |
$4.52K - $6.01K
|
346
$85.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
100+ 100.0% |
$18.1K - $24K
|
200
$49.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.07% |
$723 - $961
|
6.09K
$1.5M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.84K+ 5.34% |
$333K - $443K
|
36.4K
$8.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
978New |
$177K - $235K
|
978
$241K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
912New |
$165K - $219K
|
912
$224K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
272New |
$49.2K - $65.4K
|
272
$66.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.16KNew |
$210K - $279K
|
1.16K
$286K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.11% |
$543 - $721
|
2.69K
$663K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-17- 1.31% |
$3.07K - $4.09K
|
1.29K
$316K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
273+ 26.17% |
$49.4K - $65.6K
|
1.32K
$324K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
23New |
$4.16K - $5.53K
|
23
$5.66K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-134- 8.02% |
$24.2K - $32.2K
|
1.54K
$378K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
258+ 20.91% |
$46.7K - $62K
|
1.49K
$367K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.58KNew |
$828K - $1.1M
|
4.58K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
31New |
$5.61K - $7.45K
|
31
$7.63K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7- 18.42% |
$1.27K - $1.68K
|
31
$7.63K
|
|
|
Jul 31, 2025
Q2 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
843New |
$152K - $203K
|
843
$207K
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
12.9K+ 390.02% |
$2.33M - $3.09M
|
16.2K
$3.98M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
45New |
$8.14K - $10.8K
|
45
$11.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.17KNew |
$212K - $281K
|
1.17K
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$181 - $240
|
3.85K
$948K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
857New |
$155K - $206K
|
857
$211K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 3.14% |
$3.07K - $4.09K
|
558
$137K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-21- 35.0% |
$3.8K - $5.05K
|
39
$9.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
6.2KNew |
$1.12M - $1.49M
|
6.2K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$181 - $240
|
2.79K
$686K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
8+ 12.12% |
$1.45K - $1.92K
|
74
$18.2K
|
|