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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-33.9K- 38.56% |
$6.14M - $8.16M
|
54.1K
$13.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-300- 7.79% |
$54.3K - $72.1K
|
3.55K
$874K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
175New |
$31.6K - $42.1K
|
175
$43.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19New |
$3.44K - $4.57K
|
19
$4.68K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-113- 9.17% |
$20.4K - $27.2K
|
1.12K
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
856New |
$155K - $206K
|
856
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
100+ 6.98% |
$18.1K - $24K
|
1.53K
$377K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-212- 47.96% |
$38.3K - $50.9K
|
230
$56.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
71New |
$12.8K - $17.1K
|
71
$17.5K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.75KNew |
$316K - $420K
|
1.75K
$430K
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
11.3KNew |
$2.04M - $2.72M
|
11.3K
$2.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3New |
$543 - $721
|
3
$738
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
86New |
$15.6K - $20.7K
|
86
$21.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
766+ 21.3% |
$139K - $184K
|
4.36K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-842- 39.85% |
$152K - $202K
|
1.27K
$313K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
917KNew |
$166M - $220M
|
917K
$226M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 172.73% |
$6.87K - $9.13K
|
60
$14.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
960New |
$174K - $231K
|
960
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17KNew |
$211K - $280K
|
1.17K
$287K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.46KNew |
$1.53M - $2.03M
|
8.46K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-98- 3.11% |
$17.7K - $23.6K
|
3.05K
$751K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-73- 15.4% |
$13.2K - $17.5K
|
401
$98.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5+ 0.18% |
$904 - $1.2K
|
2.84K
$699K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.17KNew |
$211K - $281K
|
1.17K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67+ 44.97% |
$12.1K - $16.1K
|
216
$53.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
23.4KNew |
$4.23M - $5.62M
|
23.4K
$5.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-461- 1.88% |
$83.4K - $111K
|
24K
$5.91M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-102- 8.85% |
$18.4K - $24.5K
|
1.05K
$258K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
100New |
$18.1K - $24K
|
100
$24.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
5KNew |
$903K - $1.2M
|
5K
$1.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 0.57% |
$723 - $961
|
700
$172K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-2- 0.1% |
$362 - $481
|
2.1K
$517K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
927New |
$168K - $223K
|
927
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-2- 0.06% |
$362 - $481
|
3.18K
$783K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.21KNew |
$220K - $292K
|
1.21K
$299K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2New |
$362 - $481
|
2
$492
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-35- 15.28% |
$6.33K - $8.41K
|
194
$47.7K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.31K- 44.96% |
$236K - $314K
|
1.6K
$394K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.56K- 94.14% |
$282K - $374K
|
97
$23.9K
|
|
| Q1 2025 | |||||||
|
Jan 06, 2026
Q1 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-9- 10.47% |
$1.77K - $2.07K
|
77
$18.9K
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
28+ 2.85% |
$5.49K - $6.43K
|
1.01K
$249K
|
|
|
Oct 10, 2025
Q1 2025
|
Munro Partners
Melbourne, C3 |
BUY
|
CALL |
161KNew |
$31.6M - $37M
|
161K
$39.7M
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
106New |
$20.8K - $24.3K
|
106
$26.1K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.08KClosed |
$212K - $248K
|
0
$0
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-294- 6.11% |
$57.7K - $67.5K
|
4.52K
$1.11M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
12.3KNew |
$2.41M - $2.82M
|
12.3K
$3.03M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13New |
$2.55K - $2.98K
|
13
$3.2K
|
|
|
May 15, 2025
Q1 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
CALL |
5KNew |
$981K - $1.15M
|
5K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
594+ 2.31% |
$116K - $136K
|
26.3K
$6.47M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.29K+ 20.68% |
$450K - $526K
|
13.4K
$3.29M
|
|