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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
265+ 4.23% |
$62.6K - $68.3K
|
6.53K
$1.61M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
251+ 22.92% |
$59.3K - $64.7K
|
1.35K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
250New |
$59.1K - $64.4K
|
250
$61.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
245New |
$57.9K - $63.1K
|
245
$60.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
243+ 14.31% |
$57.4K - $62.6K
|
1.94K
$478K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
234+ 468.0% |
$55.3K - $60.3K
|
284
$69.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
232+ 1.4% |
$54.8K - $59.8K
|
16.8K
$4.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
229+ 2.21% |
$54.1K - $59K
|
10.6K
$2.61M
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
222New |
$52.4K - $57.2K
|
222
$54.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
212+ 13.32% |
$50.1K - $54.6K
|
1.8K
$444K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
212+ 2.36% |
$50.1K - $54.6K
|
9.21K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
202+ 0.8% |
$47.7K - $52.1K
|
25.6K
$6.29M
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$47.3K - $51.5K
|
200
$49.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
195+ 8.26% |
$46.1K - $50.2K
|
2.56K
$629K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
179+ 397.78% |
$42.3K - $46.1K
|
224
$55.1K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
170+ 12.36% |
$40.2K - $43.8K
|
1.55K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
169+ 4.03% |
$39.9K - $43.5K
|
4.37K
$1.07M
|
|
|
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
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
139+ 604.35% |
$32.8K - $35.8K
|
162
$39.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
139+ 5.87% |
$32.8K - $35.8K
|
2.51K
$617K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
133+ 0.38% |
$31.4K - $34.3K
|
34.7K
$8.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
132+ 101.54% |
$31.2K - $34K
|
262
$64.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
126New |
$29.8K - $32.5K
|
126
$31K
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
121+ 10.62% |
$28.6K - $31.2K
|
1.26K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
118+ 7.42% |
$27.9K - $30.4K
|
1.71K
$420K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
115+ 0.46% |
$27.2K - $29.6K
|
25.2K
$6.2M
|
|
|
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
|
Advisory Alpha, LLC
|
BUY
|
- |
113+ 8.88% |
$26.7K - $29.1K
|
1.39K
$341K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
111New |
$26.2K - $28.6K
|
111
$27.3K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
108+ 16.59% |
$25.5K - $27.8K
|
759
$187K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
108New |
$25.5K - $27.8K
|
108
$26.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
104+ 6.55% |
$24.6K - $26.8K
|
1.69K
$416K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
102+ 0.24% |
$24.1K - $26.3K
|
42.8K
$10.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
101+ 14.45% |
$23.9K - $26K
|
800
$197K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
101+ 6.78% |
$23.9K - $26K
|
1.59K
$391K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
100+ 34.13% |
$23.6K - $25.8K
|
393
$96.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
97+ 3.04% |
$22.9K - $25K
|
3.29K
$809K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
96New |
$22.7K - $24.7K
|
96
$23.6K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
83+ 21.23% |
$19.6K - $21.4K
|
474
$117K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
82New |
$19.4K - $21.1K
|
82
$20.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
72New |
$17K - $18.6K
|
72
$17.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
71+ 3.03% |
$16.8K - $18.3K
|
2.42K
$595K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
70+ 4.42% |
$16.5K - $18K
|
1.65K
$407K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
70+ 5.04% |
$16.5K - $18K
|
1.46K
$359K
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
68+ 2.31% |
$16.1K - $17.5K
|
3.01K
$740K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
66+ 6.69% |
$15.6K - $17K
|
1.05K
$259K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
65+ 9.13% |
$15.4K - $16.7K
|
777
$191K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
63New |
$14.9K - $16.2K
|
63
$15.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
62New |
$14.6K - $16K
|
62
$15.3K
|
|