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
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
18+ 22.22% |
$4.25K - $4.64K
|
99
$24.4K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.08% |
$1.42K - $1.55K
|
7.33K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
10New |
$2.36K - $2.58K
|
10
$2.46K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$323K - $352K
|
1.37K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
400+ 1.04% |
$94.5K - $103K
|
38.9K
$9.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-93- 4.62% |
$22K - $24K
|
1.92K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-116K- 76.73% |
$27.4M - $29.8M
|
35.1K
$8.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
6.53K+ 910.88% |
$1.54M - $1.68M
|
7.25K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.62K+ 6.46% |
$383K - $417K
|
26.7K
$6.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
787New |
$186K - $203K
|
787
$194K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
724+ 71.19% |
$171K - $187K
|
1.74K
$428K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
291+ 15.72% |
$68.7K - $75K
|
2.14K
$527K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-253- 4.33% |
$59.8K - $65.2K
|
5.59K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-32.9K- 30.64% |
$7.76M - $8.47M
|
74.4K
$18.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-24- 0.23% |
$5.67K - $6.18K
|
10.5K
$2.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
4.08K+ 126.65% |
$963K - $1.05M
|
7.3K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
22New |
$5.2K - $5.67K
|
22
$5.41K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 7.76% |
$23.6K - $25.8K
|
1.19K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
24+ 0.23% |
$5.67K - $6.18K
|
10.2K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
540+ 12.57% |
$128K - $139K
|
4.84K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
968+ 1.33% |
$229K - $249K
|
73.8K
$18.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.06K+ 85.69% |
$722K - $787K
|
6.62K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
63New |
$14.9K - $16.2K
|
63
$15.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-326- 65.73% |
$77K - $84K
|
170
$41.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
6.95KNew |
$1.64M - $1.79M
|
6.95K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-875- 1.47% |
$207K - $225K
|
58.8K
$14.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-157K- 34.4% |
$37.1M - $40.5M
|
299K
$73.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
20+ 58.82% |
$4.73K - $5.15K
|
54
$13.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.05K- 1.59% |
$248K - $270K
|
65.1K
$16M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-570- 12.23% |
$135K - $147K
|
4.09K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
1.55KNew |
$365K - $399K
|
1.55K
$381K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.35K+ 0.87% |
$555K - $605K
|
271K
$66.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
397+ 2.4% |
$93.8K - $102K
|
16.9K
$4.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
797+ 49.23% |
$188K - $205K
|
2.42K
$595K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-152- 3.6% |
$35.9K - $39.2K
|
4.07K
$1M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.1K+ 383.79% |
$3.81M - $4.16M
|
20.4K
$5.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-70- 2.61% |
$16.5K - $18K
|
2.61K
$642K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-792- 46.18% |
$187K - $204K
|
923
$227K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
229+ 2.21% |
$54.1K - $59K
|
10.6K
$2.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
1KNew |
$236K - $258K
|
1K
$246K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
33+ 2.82% |
$7.8K - $8.5K
|
1.2K
$296K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
47New |
$11.1K - $12.1K
|
47
$11.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2- 0.23% |
$473 - $515
|
878
$216K
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
415+ 11.83% |
$98K - $107K
|
3.92K
$965K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
373+ 7.96% |
$88.1K - $96.1K
|
5.06K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.13K+ 105.23% |
$266K - $290K
|
2.2K
$540K
|
|
|
Nov 10, 2025
Q3 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-211- 1.66% |
$49.8K - $54.4K
|
12.5K
$3.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
24+ 29.63% |
$5.67K - $6.18K
|
105
$25.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-35- 0.55% |
$8.27K - $9.02K
|
6.35K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
321+ 1.35% |
$75.8K - $82.7K
|
24.1K
$5.92M
|
|