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 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
298+ 3.98% |
$70.4K - $76.8K
|
7.79K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.36K+ 60.71% |
$321K - $350K
|
3.6K
$886K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
860New |
$203K - $222K
|
860
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
674+ 8.75% |
$159K - $174K
|
8.38K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
104+ 6.55% |
$24.6K - $26.8K
|
1.69K
$416K
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
68+ 0.64% |
$16.1K - $17.5K
|
10.8K
$2.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6K+ 19.52% |
$8.17M - $8.91M
|
212K
$52.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
3.89KNew |
$919K - $1M
|
3.89K
$957K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.51K+ 7.05% |
$830K - $905K
|
53.4K
$13.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
56+ 6.15% |
$13.2K - $14.4K
|
967
$238K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40New |
$9.45K - $10.3K
|
40
$9.84K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-588- 0.62% |
$139K - $152K
|
93.5K
$23M
|
|
|
Nov 12, 2025
Q3 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
324+ 2.62% |
$76.5K - $83.5K
|
12.7K
$3.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.17K+ 63.28% |
$513K - $559K
|
5.6K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.98KNew |
$704K - $768K
|
2.98K
$733K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-111- 7.62% |
$26.2K - $28.6K
|
1.35K
$331K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.34K+ 13.72% |
$1.26M - $1.38M
|
44.2K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
33+ 1.76% |
$7.8K - $8.5K
|
1.91K
$470K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.49K+ 2.47% |
$351K - $383K
|
61.6K
$15.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.38K+ 59.07% |
$326K - $356K
|
3.72K
$915K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-58.2K- 76.14% |
$13.8M - $15M
|
18.3K
$4.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
12.2K+ 28.82% |
$2.88M - $3.14M
|
54.5K
$13.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-212- 4.08% |
$50.1K - $54.6K
|
4.99K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
4+ 0.21% |
$945 - $1.03K
|
1.9K
$467K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
392+ 14.32% |
$92.6K - $101K
|
3.13K
$770K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-776- 3.08% |
$183K - $200K
|
24.4K
$6.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-98- 3.57% |
$23.2K - $25.3K
|
2.65K
$651K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.51K- 51.16% |
$592K - $646K
|
2.39K
$589K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
337K+ 14.65% |
$79.7M - $86.9M
|
2.64M
$649M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-52- 3.79% |
$12.3K - $13.4K
|
1.32K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
59+ 46.46% |
$13.9K - $15.2K
|
186
$45.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-758- 10.99% |
$179K - $195K
|
6.14K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.18K+ 30.42% |
$751K - $819K
|
13.6K
$3.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.16K+ 123.04% |
$274K - $299K
|
2.1K
$517K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-13- 0.94% |
$3.07K - $3.35K
|
1.38K
$338K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.3K+ 11.44% |
$5.97M - $6.51M
|
246K
$60.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6K- 45.49% |
$1.42M - $1.55M
|
7.19K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
252+ 25.98% |
$59.5K - $64.9K
|
1.22K
$301K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
605+ 30.16% |
$143K - $156K
|
2.61K
$642K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
114+ 6.77% |
$26.9K - $29.4K
|
1.8K
$443K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.23% |
$236 - $258
|
431
$106K
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-45- 0.45% |
$10.6K - $11.6K
|
10.1K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
139+ 604.35% |
$32.8K - $35.8K
|
162
$39.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
1.89KNew |
$447K - $487K
|
1.89K
$465K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
113+ 8.88% |
$26.7K - $29.1K
|
1.39K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.4K- 51.06% |
$567K - $618K
|
2.3K
$566K
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6- 0.03% |
$1.42K - $1.55K
|
18.4K
$4.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-182- 17.3% |
$43K - $46.9K
|
870
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.37KNew |
$323K - $352K
|
1.37K
$336K
|
|