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 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
398+ 2.62% |
$94K - $103K
|
15.6K
$3.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-24- 2.22% |
$5.67K - $6.18K
|
1.06K
$260K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
62New |
$14.6K - $16K
|
62
$15.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
50+ 5.57% |
$11.8K - $12.9K
|
947
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.36K- 1.33% |
$320K - $349K
|
100K
$24.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
11+ 0.18% |
$2.6K - $2.83K
|
6.08K
$1.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-140- 2.95% |
$33.1K - $36.1K
|
4.61K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
781New |
$185K - $201K
|
781
$192K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
425+ 10.46% |
$100K - $110K
|
4.49K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
111New |
$26.2K - $28.6K
|
111
$27.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.04K- 0.35% |
$718K - $783K
|
866K
$213M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-30.5K- 3.87% |
$7.21M - $7.86M
|
758K
$187M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.52K+ 27.63% |
$1.07M - $1.16M
|
20.9K
$5.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
808New |
$191K - $208K
|
808
$199K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
840+ 5.9% |
$198K - $216K
|
15.1K
$3.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-541- 20.79% |
$128K - $139K
|
2.06K
$507K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
567+ 2.21% |
$134K - $146K
|
26.3K
$6.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
74.1KNew |
$17.5M - $19.1M
|
74.1K
$18.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-869- 1.22% |
$205K - $224K
|
70.5K
$17.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-718- 9.93% |
$170K - $185K
|
6.51K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2- 0.19% |
$473 - $515
|
1.04K
$256K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-24- 0.88% |
$5.67K - $6.18K
|
2.7K
$665K
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4.04K+ 21.82% |
$954K - $1.04M
|
22.5K
$5.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-164- 5.91% |
$38.7K - $42.3K
|
2.61K
$643K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.11K+ 106.3% |
$263K - $287K
|
2.16K
$532K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
561+ 5.68% |
$133K - $145K
|
10.4K
$2.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.49KNew |
$352K - $384K
|
1.49K
$367K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 1.05% |
$1.42K - $1.55K
|
580
$143K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.15K+ 659.83% |
$1.69M - $1.84M
|
8.23K
$2.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.01KNew |
$239K - $261K
|
1.01K
$249K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.32K- 6.0% |
$312K - $340K
|
20.7K
$5.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
71+ 3.03% |
$16.8K - $18.3K
|
2.42K
$595K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 13.4% |
$2.79M - $3.04M
|
99.8K
$24.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-655- 3.59% |
$155K - $169K
|
17.6K
$4.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1- 0.07% |
$236 - $258
|
1.39K
$343K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.62K- 15.35% |
$1.56M - $1.71M
|
36.5K
$8.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.5KNew |
$9.56M - $10.4M
|
40.5K
$9.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-222K- 88.64% |
$52.5M - $57.3M
|
28.5K
$7.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
787+ 16.69% |
$186K - $203K
|
5.5K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-210- 11.74% |
$49.6K - $54.1K
|
1.58K
$389K
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
SELL
|
- |
-26- 2.78% |
$6.14K - $6.7K
|
909
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.54% |
$4.49K - $4.9K
|
3.51K
$864K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
195+ 8.26% |
$46.1K - $50.2K
|
2.56K
$629K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.35K+ 75.21% |
$318K - $347K
|
3.14K
$772K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 0.65% |
$5.43K - $5.93K
|
3.54K
$870K
|
|
|
Nov 12, 2025
Q3 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-365- 1.18% |
$86.2K - $94.1K
|
30.5K
$7.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58+ 5.57% |
$13.7K - $14.9K
|
1.1K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
161+ 14.22% |
$38K - $41.5K
|
1.29K
$318K
|
|
|
Nov 12, 2025
Q3 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-1K- 13.14% |
$236K - $258K
|
6.61K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-29- 2.44% |
$6.85K - $7.47K
|
1.16K
$285K
|
|