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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.09K+ 6.73% |
$257K - $280K
|
17.2K
$4.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.7K+ 10.83% |
$11.3M - $12.3M
|
488K
$120M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
288+ 0.22% |
$68K - $74.2K
|
130K
$31.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
993+ 10.95% |
$235K - $256K
|
10.1K
$2.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.77K- 14.99% |
$1.36M - $1.49M
|
32.7K
$8.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
PUT |
300KNew |
$70.9M - $77.3M
|
300K
$73.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34+ 2.28% |
$8.03K - $8.76K
|
1.52K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.34K+ 2.4% |
$552K - $602K
|
99.7K
$24.5M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.52K+ 14.77% |
$358K - $391K
|
11.8K
$2.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-27.6K- 49.64% |
$6.52M - $7.11M
|
28K
$6.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.61K+ 51.07% |
$1.56M - $1.7M
|
19.6K
$4.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
132+ 101.54% |
$31.2K - $34K
|
262
$64.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
118K+ 171.32% |
$27.8M - $30.3M
|
186K
$45.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
102+ 0.24% |
$24.1K - $26.3K
|
42.8K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-16.6K- 54.61% |
$3.93M - $4.29M
|
13.8K
$3.4M
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-214- 0.69% |
$50.6K - $55.1K
|
30.8K
$7.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.3K+ 30.01% |
$779K - $849K
|
14.3K
$3.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
26.6KNew |
$6.28M - $6.85M
|
26.6K
$6.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-55.9K- 82.88% |
$13.2M - $14.4M
|
11.5K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.71KNew |
$403K - $439K
|
1.71K
$420K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.34K+ 404.68% |
$552K - $602K
|
2.91K
$717K
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
169+ 4.03% |
$39.9K - $43.5K
|
4.37K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
245New |
$57.9K - $63.1K
|
245
$60.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.57K+ 55.77% |
$370K - $404K
|
4.37K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
62New |
$14.6K - $16K
|
62
$15.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
6.81KNew |
$1.61M - $1.75M
|
6.81K
$1.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1+ 0.04% |
$236 - $258
|
2.73K
$671K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
910+ 130.56% |
$215K - $234K
|
1.61K
$395K
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-104- 0.54% |
$24.6K - $26.8K
|
19.3K
$4.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
121K+ 4.11% |
$28.6M - $31.1M
|
3.06M
$754M
|
|
|
Nov 14, 2025
Q3 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
822New |
$194K - $212K
|
822
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-6.83K- 18.7% |
$1.61M - $1.76M
|
29.7K
$7.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-169- 8.85% |
$39.9K - $43.5K
|
1.74K
$428K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-229- 2.3% |
$54.1K - $59K
|
9.72K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
329+ 1.67% |
$77.7K - $84.8K
|
20K
$4.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.41K+ 19.42% |
$1.04M - $1.14M
|
27.1K
$6.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
96New |
$22.7K - $24.7K
|
96
$23.6K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.72K+ 3.63% |
$1.82M - $1.99M
|
220K
$54.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.03KNew |
$243K - $265K
|
1.03K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
360+ 37.0% |
$85.1K - $92.8K
|
1.33K
$328K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3+ 0.39% |
$709 - $773
|
763
$188K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21.9K+ 1496.24% |
$5.18M - $5.64M
|
23.4K
$5.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-111- 0.92% |
$26.2K - $28.6K
|
11.9K
$2.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.24K+ 470.42% |
$1.71M - $1.86M
|
8.77K
$2.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-376- 3.36% |
$88.8K - $96.9K
|
10.8K
$2.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
717+ 40.39% |
$169K - $185K
|
2.49K
$613K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
100+ 34.13% |
$23.6K - $25.8K
|
393
$96.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
27.8K+ 202.25% |
$6.57M - $7.17M
|
41.6K
$10.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
839New |
$198K - $216K
|
839
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
97+ 3.04% |
$22.9K - $25K
|
3.29K
$809K
|
|