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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
955+ 8.29% |
$235K - $246K
|
12.5K
$3.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.92K+ 58.54% |
$963K - $1.01M
|
10.6K
$2.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-226- 3.81% |
$55.5K - $58.3K
|
5.7K
$1.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
829New |
$204K - $214K
|
829
$204K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
169+ 6.94% |
$41.5K - $43.6K
|
2.61K
$641K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.81K+ 31.47% |
$446K - $468K
|
7.58K
$1.86M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.58K+ 16.22% |
$389K - $409K
|
11.3K
$2.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.63K- 56.93% |
$1.14M - $1.2M
|
3.5K
$862K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.96K+ 56.45% |
$974K - $1.02M
|
11K
$2.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.62KNew |
$644K - $676K
|
2.62K
$645K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
6+ 0.17% |
$1.47K - $1.55K
|
3.59K
$884K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
48+ 1.69% |
$11.8K - $12.4K
|
2.89K
$712K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-543- 1.02% |
$133K - $140K
|
52.8K
$13M
|
|
|
Jan 13, 2026
Q4 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-154- 0.8% |
$37.9K - $39.7K
|
19K
$4.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.06K+ 2.96% |
$1.24M - $1.3M
|
176K
$43.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-204- 2.6% |
$50.1K - $52.6K
|
7.64K
$1.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15K+ 59.26% |
$3.68M - $3.87M
|
40.3K
$9.91M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-23- 1.41% |
$5.65K - $5.93K
|
1.61K
$396K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.02K+ 49.61% |
$251K - $264K
|
3.08K
$758K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
20+ 0.02% |
$4.92K - $5.16K
|
127K
$31.2M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-57- 2.14% |
$14K - $14.7K
|
2.61K
$642K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
23.3K+ 59.66% |
$5.74M - $6.02M
|
62.5K
$15.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.48K+ 69.97% |
$610K - $640K
|
6.03K
$1.48M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 43.58% |
$780K - $818K
|
10.5K
$2.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.24K+ 89.89% |
$795K - $835K
|
6.83K
$1.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.28% |
$246 - $258
|
352
$86.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.01K+ 58.13% |
$247K - $259K
|
2.73K
$673K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
92+ 52.87% |
$22.6K - $23.7K
|
266
$65.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
1.98K+ 13.31% |
$486K - $511K
|
16.9K
$4.15M
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
911New |
$224K - $235K
|
911
$224K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.09K+ 2.35% |
$1.74M - $1.83M
|
308K
$75.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
86+ 8.35% |
$21.1K - $22.2K
|
1.12K
$275K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-213- 2.67% |
$52.4K - $55K
|
7.75K
$1.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
5.41KNew |
$1.33M - $1.4M
|
5.41K
$1.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.02K+ 12.6% |
$251K - $264K
|
9.14K
$2.25M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
14.6K+ 70.63% |
$3.59M - $3.77M
|
35.3K
$8.69M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.84K+ 18.09% |
$943K - $990K
|
25K
$6.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-579- 3.5% |
$142K - $149K
|
16K
$3.93M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
291+ 9.54% |
$71.5K - $75.1K
|
3.34K
$822K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
34+ 1.79% |
$8.36K - $8.77K
|
1.94K
$476K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
168+ 6.58% |
$41.3K - $43.3K
|
2.72K
$670K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
144+ 6.38% |
$35.4K - $37.2K
|
2.4K
$591K
|
|
|
Jan 09, 2026
Q4 2025
|
Spence Asset Management
|
BUY
|
- |
2.8K+ 30.91% |
$688K - $722K
|
11.9K
$2.92M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.16K- 35.62% |
$532K - $558K
|
3.91K
$962K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.93K+ 23.78% |
$720K - $755K
|
15.2K
$3.75M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-148- 1.94% |
$36.4K - $38.2K
|
7.48K
$1.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
579+ 51.88% |
$142K - $149K
|
1.7K
$417K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
10+ 0.27% |
$2.46K - $2.58K
|
3.7K
$910K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-467- 6.3% |
$115K - $120K
|
6.95K
$1.71M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
596+ 2.29% |
$146K - $154K
|
26.6K
$6.55M
|
|