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 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.8K- 1.97% |
$4.86M - $5.1M
|
982K
$242M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-374- 3.59% |
$91.9K - $96.5K
|
10K
$2.47M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
662+ 37.36% |
$163K - $171K
|
2.43K
$599K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.53KNew |
$622K - $653K
|
2.53K
$623K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
100New |
$24.6K - $25.8K
|
100
$24.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
627+ 16.72% |
$154K - $162K
|
4.38K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
12New |
$2.95K - $3.1K
|
12
$2.95K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
12+ 0.71% |
$2.95K - $3.1K
|
1.7K
$418K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2+ 0.1% |
$492 - $516
|
2.09K
$514K
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-20- 1.27% |
$4.92K - $5.16K
|
1.56K
$383K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.27K- 43.51% |
$313K - $328K
|
1.65K
$407K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
714+ 48.02% |
$175K - $184K
|
2.2K
$542K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
873New |
$215K - $225K
|
873
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.46K- 3.46% |
$606K - $636K
|
68.8K
$16.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.96K+ 44.96% |
$1.96M - $2.05M
|
25.7K
$6.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
112+ 12.73% |
$27.5K - $28.9K
|
992
$244K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 0.34% |
$3.69K - $3.87K
|
4.45K
$1.09M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.18K+ 56.37% |
$536K - $563K
|
6.05K
$1.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
70+ 45.16% |
$17.2K - $18.1K
|
225
$55.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
12.4K+ 1.87% |
$3.05M - $3.2M
|
676K
$166M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.09K- 31.5% |
$760K - $798K
|
6.72K
$1.65M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-10- 0.39% |
$2.46K - $2.58K
|
2.56K
$629K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.48K+ 190.38% |
$856K - $899K
|
5.31K
$1.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
508+ 10.05% |
$125K - $131K
|
5.56K
$1.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-293- 14.83% |
$72K - $75.6K
|
1.68K
$414K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6+ 0.73% |
$1.47K - $1.55K
|
830
$204K
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-46- 1.21% |
$11.3K - $11.9K
|
3.77K
$927K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-97- 1.41% |
$23.8K - $25K
|
6.76K
$1.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1+ 0.05% |
$246 - $258
|
2.21K
$544K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.67K+ 54.11% |
$1.15M - $1.21M
|
13.3K
$3.27M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-147- 2.06% |
$36.1K - $37.9K
|
6.99K
$1.72M
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-959- 51.56% |
$236K - $247K
|
901
$222K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-555- 31.52% |
$136K - $143K
|
1.21K
$297K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.03KNew |
$253K - $266K
|
1.03K
$254K
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.05K+ 2.86% |
$258K - $270K
|
37.7K
$9.27M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
187K+ 35.73% |
$46M - $48.3M
|
711K
$175M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.46K- 5.64% |
$604K - $634K
|
41.1K
$10.1M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.07% |
$983 - $1.03K
|
5.69K
$1.4M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-11.6K- 7.36% |
$2.75M - $2.99M
|
146K
$36M
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
686+ 3.55% |
$162K - $177K
|
20K
$4.93M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
108+ 16.59% |
$25.5K - $27.8K
|
759
$187K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-778- 62.64% |
$184K - $200K
|
464
$114K
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
SELL
|
- |
-213- 1.37% |
$50.3K - $54.9K
|
15.4K
$3.79M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.29K- 6.22% |
$305K - $333K
|
19.5K
$4.79M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.04K+ 5.57% |
$245K - $267K
|
19.6K
$4.84M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-2.3K- 14.38% |
$543K - $593K
|
13.7K
$3.37M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1.6KNew |
$377K - $412K
|
1.6K
$393K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-6- 6.82% |
$1.42K - $1.55K
|
82
$20.2K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-15- 1.29% |
$3.54K - $3.87K
|
1.15K
$282K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
83+ 21.23% |
$19.6K - $21.4K
|
474
$117K
|
|