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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 1.05% |
$1.42K - $1.55K
|
580
$143K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
5+ 0.06% |
$1.18K - $1.29K
|
7.83K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
5+ 0.2% |
$1.18K - $1.29K
|
2.45K
$604K
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
4New |
$945 - $1.03K
|
4
$984
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
4+ 0.21% |
$945 - $1.03K
|
1.9K
$467K
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
BUY
|
- |
4+ 0.2% |
$945 - $1.03K
|
2.05K
$503K
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
4New |
$945 - $1.03K
|
4
$984
|
|
|
Oct 30, 2025
Q3 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
4New |
$945 - $1.03K
|
4
$984
|
|
|
Oct 29, 2025
Q3 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.11% |
$945 - $1.03K
|
3.77K
$928K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3+ 0.25% |
$709 - $773
|
1.2K
$295K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3+ 0.39% |
$709 - $773
|
763
$188K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
3+ 1.33% |
$709 - $773
|
229
$56.4K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 15.0% |
$709 - $773
|
23
$5.66K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2+ 0.19% |
$473 - $515
|
1.04K
$255K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.17% |
$473 - $515
|
1.19K
$292K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2New |
$473 - $515
|
2
$492
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1New |
$236 - $258
|
1
$246
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.1% |
$236 - $258
|
1.01K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$236 - $258
|
2.41K
$593K
|
|
|
Nov 14, 2025
Q3 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
1+ 0.04% |
$236 - $258
|
2.73K
$671K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.23% |
$236 - $258
|
431
$106K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1+ 0.05% |
$236 - $258
|
1.82K
$449K
|
|
|
Nov 03, 2025
Q3 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1+ 0.06% |
$236 - $258
|
1.8K
$443K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 2.56% |
$236 - $258
|
40
$9.84K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
917KNew |
$166M - $220M
|
917K
$226M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
228KNew |
$41.2M - $54.8M
|
228K
$56.1M
|
|
|
Nov 24, 2025
Q2 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
151KNew |
$27.3M - $36.3M
|
151K
$37.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ayal Capital Advisors LTD
Toronto, A6 |
BUY
|
PUT |
145KNew |
$26.2M - $34.8M
|
145K
$35.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
53KNew |
$9.58M - $12.7M
|
53K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
50KNew |
$9.04M - $12M
|
50K
$12.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
50KNew |
$9.04M - $12M
|
50K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
PUT |
38.5KNew |
$6.96M - $9.25M
|
38.5K
$9.47M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.3K+ 7.44% |
$6.75M - $8.97M
|
539K
$133M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
24.6KNew |
$4.45M - $5.91M
|
24.6K
$6.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
23.4KNew |
$4.23M - $5.62M
|
23.4K
$5.75M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.4K+ 97.73% |
$3.87M - $5.15M
|
43.3K
$10.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
12.9K+ 390.02% |
$2.33M - $3.09M
|
16.2K
$3.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
11.3KNew |
$2.04M - $2.72M
|
11.3K
$2.78M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
9.1KNew |
$1.64M - $2.19M
|
9.1K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.46KNew |
$1.53M - $2.03M
|
8.46K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
7.31KNew |
$1.32M - $1.76M
|
7.31K
$1.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
6.2KNew |
$1.12M - $1.49M
|
6.2K
$1.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
5KNew |
$903K - $1.2M
|
5K
$1.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.58KNew |
$828K - $1.1M
|
4.58K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
3.33KNew |
$602K - $800K
|
3.33K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
3.27KNew |
$591K - $785K
|
3.27K
$804K
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.3KNew |
$416K - $553K
|
2.3K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.22KNew |
$401K - $532K
|
2.22K
$545K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.84K+ 5.34% |
$333K - $443K
|
36.4K
$8.96M
|
|