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 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
230K+ 25.28% |
$56.6M - $59.4M
|
1.14M
$281M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
187K+ 35.73% |
$46M - $48.3M
|
711K
$175M
|
|
|
Jan 27, 2026
Q4 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
174K+ 71.79% |
$42.8M - $44.9M
|
417K
$103M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
143K+ 89.05% |
$35.2M - $36.9M
|
304K
$74.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
109K+ 65.25% |
$26.9M - $28.2M
|
277K
$68.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
109K+ 9.6% |
$26.7M - $28.1M
|
1.24M
$306M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
87.7K+ 59.98% |
$21.5M - $22.6M
|
234K
$57.5M
|
|
|
Jan 29, 2026
Q4 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
63.8K+ 5.21% |
$15.7M - $16.5M
|
1.29M
$317M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
43.2K+ 79.22% |
$10.6M - $11.1M
|
97.7K
$24M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
38.5K+ 42.08% |
$9.47M - $9.95M
|
130K
$32M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
37.3K+ 2.54% |
$9.16M - $9.62M
|
1.5M
$370M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.2K+ 70.21% |
$8.17M - $8.58M
|
80.6K
$19.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Elevated Financial Group LLC
Indianapolis, IN |
BUY
|
- |
26.2KNew |
$6.44M - $6.76M
|
26.2K
$6.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
23.3K+ 59.66% |
$5.74M - $6.02M
|
62.5K
$15.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
20.8KNew |
$5.11M - $5.36M
|
20.8K
$5.11M
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
20.5K+ 52.99% |
$5.03M - $5.28M
|
59K
$14.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
15.8KNew |
$3.89M - $4.08M
|
15.8K
$3.89M
|
|
|
Jan 29, 2026
Q4 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
15.6K+ 69.5% |
$3.84M - $4.03M
|
38.1K
$9.36M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
15.2K+ 2.0% |
$3.73M - $3.92M
|
774K
$190M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15K+ 59.26% |
$3.68M - $3.87M
|
40.3K
$9.91M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
14.6K+ 70.63% |
$3.59M - $3.77M
|
35.3K
$8.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
12.7KNew |
$3.13M - $3.28M
|
12.7K
$3.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 46.41% |
$3.12M - $3.28M
|
40.1K
$9.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
12.4K+ 1.87% |
$3.05M - $3.2M
|
676K
$166M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
11.9K+ 38.35% |
$2.93M - $3.08M
|
43K
$10.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
10.1KNew |
$2.49M - $2.62M
|
10.1K
$2.49M
|
|
|
Jan 27, 2026
Q4 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
9.93K+ 78.3% |
$2.44M - $2.56M
|
22.6K
$5.57M
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.08K+ 46.72% |
$2.23M - $2.34M
|
28.5K
$7.01M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.02K+ 33.24% |
$2.22M - $2.33M
|
36.2K
$8.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Highview Capital Management LLC
|
BUY
|
- |
8.59KNew |
$2.11M - $2.22M
|
8.59K
$2.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.96K+ 44.96% |
$1.96M - $2.05M
|
25.7K
$6.31M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.86K+ 17.74% |
$1.93M - $2.03M
|
52.2K
$12.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.09K+ 2.35% |
$1.74M - $1.83M
|
308K
$75.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.28K+ 65.36% |
$1.54M - $1.62M
|
15.9K
$3.91M
|
|
|
Jan 26, 2026
Q4 2025
|
J.M. Arbour, LLC
Gardiner, ME |
BUY
|
- |
6.02KNew |
$1.48M - $1.55M
|
6.02K
$1.48M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.87K+ 63.34% |
$1.44M - $1.51M
|
15.1K
$3.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
5.86K+ 63.09% |
$1.44M - $1.51M
|
15.2K
$3.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.74K+ 63.55% |
$1.41M - $1.48M
|
14.8K
$3.63M
|
|
|
Jan 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.56K+ 673.33% |
$1.37M - $1.43M
|
6.38K
$1.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
5.41KNew |
$1.33M - $1.4M
|
5.41K
$1.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.19K+ 5.52% |
$1.28M - $1.34M
|
99.2K
$24.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.06K+ 2.96% |
$1.24M - $1.3M
|
176K
$43.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.82K+ 14.3% |
$1.18M - $1.24M
|
38.5K
$9.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.68K+ 3.47% |
$1.15M - $1.21M
|
139K
$34.3M
|
|
|
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 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.49K+ 40.98% |
$1.1M - $1.16M
|
15.5K
$3.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.46K+ 63.45% |
$1.1M - $1.15M
|
11.5K
$2.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.26K+ 25.27% |
$1.05M - $1.1M
|
21.1K
$5.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.96K+ 56.45% |
$974K - $1.02M
|
11K
$2.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.92K+ 58.54% |
$963K - $1.01M
|
10.6K
$2.61M
|
|