Latest Institutional Purchases of Ishares Msci Usa Momentum Fact (MTUM)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Momentum Fact (MTUM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
187K+ 35.73% |
$46M - $48.3M
|
711K
$175M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
14.6K+ 70.63% |
$3.59M - $3.77M
|
35.3K
$8.69M
|
|
|
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
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.96K+ 44.96% |
$1.96M - $2.05M
|
25.7K
$6.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.09K+ 2.35% |
$1.74M - $1.83M
|
308K
$75.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
5.41KNew |
$1.33M - $1.4M
|
5.41K
$1.33M
|
|
|
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 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.84K+ 18.09% |
$943K - $990K
|
25K
$6.16M
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.48K+ 190.38% |
$856K - $899K
|
5.31K
$1.31M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.93K+ 23.78% |
$720K - $755K
|
15.2K
$3.75M
|
|
|
Jan 09, 2026
Q4 2025
|
Spence Asset Management
|
BUY
|
- |
2.8K+ 30.91% |
$688K - $722K
|
11.9K
$2.92M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.53KNew |
$622K - $653K
|
2.53K
$623K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.18K+ 56.37% |
$536K - $563K
|
6.05K
$1.49M
|
|
|
Jan 12, 2026
Q4 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
1.98K+ 13.31% |
$486K - $511K
|
16.9K
$4.15M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.05K+ 2.86% |
$258K - $270K
|
37.7K
$9.27M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.03KNew |
$253K - $266K
|
1.03K
$254K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.02K+ 12.6% |
$251K - $264K
|
9.14K
$2.25M
|
|
|
Jan 12, 2026
Q4 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.01K+ 58.13% |
$247K - $259K
|
2.73K
$673K
|
|
|
Jan 12, 2026
Q4 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
911New |
$224K - $235K
|
911
$224K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
873New |
$215K - $225K
|
873
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
714+ 48.02% |
$175K - $184K
|
2.2K
$542K
|
|
|
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
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
627+ 16.72% |
$154K - $162K
|
4.38K
$1.08M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
596+ 2.29% |
$146K - $154K
|
26.6K
$6.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
579+ 51.88% |
$142K - $149K
|
1.7K
$417K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
508+ 10.05% |
$125K - $131K
|
5.56K
$1.37M
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
291+ 9.54% |
$71.5K - $75.1K
|
3.34K
$822K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
168+ 6.58% |
$41.3K - $43.3K
|
2.72K
$670K
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
144+ 6.38% |
$35.4K - $37.2K
|
2.4K
$591K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
112+ 12.73% |
$27.5K - $28.9K
|
992
$244K
|
|
|
Jan 08, 2026
Q4 2025
|
Dagco, Inc.
|
BUY
|
- |
100New |
$24.6K - $25.8K
|
100
$24.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
92+ 52.87% |
$22.6K - $23.7K
|
266
$65.5K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
86+ 8.35% |
$21.1K - $22.2K
|
1.12K
$275K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
70+ 45.16% |
$17.2K - $18.1K
|
225
$55.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
34+ 1.79% |
$8.36K - $8.77K
|
1.94K
$476K
|
|
|
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
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
10+ 0.27% |
$2.46K - $2.58K
|
3.7K
$910K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6+ 0.73% |
$1.47K - $1.55K
|
830
$204K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.07% |
$983 - $1.03K
|
5.69K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2+ 0.1% |
$492 - $516
|
2.09K
$514K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1+ 0.05% |
$246 - $258
|
2.21K
$544K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
739K+ 29.32% |
$175M - $190M
|
3.26M
$802M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
337K+ 14.65% |
$79.7M - $86.9M
|
2.64M
$649M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
336K+ 83.54% |
$79.5M - $86.7M
|
739K
$182M
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
202K+ 47.0% |
$47.6M - $52M
|
631K
$155M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
135K+ 63.86% |
$31.9M - $34.8M
|
346K
$85.2M
|
|
|
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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
118K+ 171.32% |
$27.8M - $30.3M
|
186K
$45.9M
|
|