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 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
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
62New |
$14.6K - $16K
|
62
$15.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
60New |
$14.2K - $15.5K
|
60
$14.8K
|
|
|
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
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58+ 5.57% |
$13.7K - $14.9K
|
1.1K
$270K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
57New |
$13.5K - $14.7K
|
57
$14K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
56+ 6.15% |
$13.2K - $14.4K
|
967
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
52+ 2.65% |
$12.3K - $13.4K
|
2.01K
$495K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
50+ 5.57% |
$11.8K - $12.9K
|
947
$233K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
50+ 2.79% |
$11.8K - $12.9K
|
1.84K
$453K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
47New |
$11.1K - $12.1K
|
47
$11.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
45+ 0.28% |
$10.6K - $11.6K
|
15.9K
$3.92M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
43+ 1.1% |
$10.2K - $11.1K
|
3.96K
$975K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40New |
$9.45K - $10.3K
|
40
$9.84K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
39+ 15.6% |
$9.21K - $10K
|
289
$71.1K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
36New |
$8.51K - $9.28K
|
36
$8.86K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
36+ 4.22% |
$8.51K - $9.28K
|
889
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34+ 2.28% |
$8.03K - $8.76K
|
1.52K
$375K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
34+ 0.22% |
$8.03K - $8.76K
|
15.6K
$3.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
33+ 1.76% |
$7.8K - $8.5K
|
1.91K
$470K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
33+ 2.82% |
$7.8K - $8.5K
|
1.2K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31+ 1.3% |
$7.32K - $7.99K
|
2.42K
$595K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
27New |
$6.38K - $6.96K
|
27
$6.64K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
26New |
$6.14K - $6.7K
|
26
$6.4K
|
|
|
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 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
24+ 29.63% |
$5.67K - $6.18K
|
105
$25.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 0.65% |
$5.43K - $5.93K
|
3.54K
$870K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
22New |
$5.2K - $5.67K
|
22
$5.41K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
20+ 58.82% |
$4.73K - $5.15K
|
54
$13.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.54% |
$4.49K - $4.9K
|
3.51K
$864K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
18+ 22.22% |
$4.25K - $4.64K
|
99
$24.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
18+ 1.79% |
$4.25K - $4.64K
|
1.02K
$251K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 13.49% |
$4.02K - $4.38K
|
143
$35.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
16+ 0.03% |
$3.78K - $4.12K
|
49.7K
$12.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16+ 1.93% |
$3.78K - $4.12K
|
846
$208K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15+ 0.38% |
$3.54K - $3.87K
|
3.93K
$966K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
15+ 1.65% |
$3.54K - $3.87K
|
926
$228K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
14New |
$3.31K - $3.61K
|
14
$3.44K
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
14+ 1.28% |
$3.31K - $3.61K
|
1.11K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
13+ 0.43% |
$3.07K - $3.35K
|
3.04K
$748K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
13New |
$3.07K - $3.35K
|
13
$3.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
11+ 0.18% |
$2.6K - $2.83K
|
6.08K
$1.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
11+ 0.67% |
$2.6K - $2.83K
|
1.66K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
10New |
$2.36K - $2.58K
|
10
$2.46K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8+ 0.21% |
$1.89K - $2.06K
|
3.85K
$946K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
6+ 0.22% |
$1.42K - $1.55K
|
2.79K
$687K
|
|