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 14, 2026
Q4 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
561+ 1.94% |
$138K - $145K
|
29.5K
$7.25M
|
|
|
Jan 20, 2026
Q4 2025
|
Unison Advisors LLC
|
BUY
|
- |
534+ 2.25% |
$131K - $138K
|
24.3K
$5.97M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
508+ 10.05% |
$125K - $131K
|
5.56K
$1.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
401New |
$98.6K - $103K
|
401
$98.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
339+ 10.2% |
$83.3K - $87.5K
|
3.66K
$901K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
291+ 9.54% |
$71.5K - $75.1K
|
3.34K
$822K
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
268+ 1.28% |
$65.9K - $69.1K
|
21.3K
$5.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
263+ 2.88% |
$64.6K - $67.9K
|
9.41K
$2.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
256+ 1.9% |
$62.9K - $66.1K
|
13.8K
$3.38M
|
|
|
Jan 20, 2026
Q4 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
228+ 24.33% |
$56K - $58.8K
|
1.17K
$287K
|
|
|
Jan 20, 2026
Q4 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
225+ 6.96% |
$55.3K - $58.1K
|
3.46K
$850K
|
|
|
Jan 23, 2026
Q4 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
211+ 3.29% |
$51.9K - $54.4K
|
6.63K
$1.63M
|
|
|
Jan 23, 2026
Q4 2025
|
Bowman & CO S.C.
|
BUY
|
- |
173+ 6.8% |
$42.5K - $44.6K
|
2.72K
$669K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
169+ 6.94% |
$41.5K - $43.6K
|
2.61K
$641K
|
|
|
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 14, 2026
Q4 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
105+ 2.22% |
$25.8K - $27.1K
|
4.84K
$1.19M
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
103New |
$25.3K - $26.6K
|
103
$25.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
100+ 14.12% |
$24.6K - $25.8K
|
808
$199K
|
|
|
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 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
87New |
$21.4K - $22.4K
|
87
$21.4K
|
|
|
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 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
65+ 6.27% |
$16K - $16.8K
|
1.1K
$271K
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
56+ 2.14% |
$13.8K - $14.4K
|
2.67K
$656K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
48+ 1.69% |
$11.8K - $12.4K
|
2.89K
$712K
|
|
|
Jan 23, 2026
Q4 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
43+ 2.95% |
$10.6K - $11.1K
|
1.5K
$369K
|
|
|
Jan 26, 2026
Q4 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
42New |
$10.3K - $10.8K
|
42
$10.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
35New |
$8.6K - $9.03K
|
35
$8.61K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
34+ 4.21% |
$8.36K - $8.77K
|
841
$207K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
34+ 1.79% |
$8.36K - $8.77K
|
1.94K
$476K
|
|
|
Jan 13, 2026
Q4 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
20+ 0.02% |
$4.92K - $5.16K
|
127K
$31.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
18+ 4.38% |
$4.42K - $4.64K
|
429
$106K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
16New |
$3.93K - $4.13K
|
16
$3.94K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
15+ 0.32% |
$3.69K - $3.87K
|
4.63K
$1.14M
|
|
|
Jan 23, 2026
Q4 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
14+ 0.43% |
$3.44K - $3.61K
|
3.26K
$802K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$2.95K - $3.1K
|
12
$2.95K
|
|
|
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 23, 2026
Q4 2025
|
Lansing Street Advisors
|
BUY
|
- |
10+ 0.25% |
$2.46K - $2.58K
|
4.04K
$993K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
10+ 0.27% |
$2.46K - $2.58K
|
3.7K
$910K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
8+ 0.81% |
$1.97K - $2.06K
|
991
$244K
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8+ 0.38% |
$1.97K - $2.06K
|
2.14K
$527K
|
|
|
Jan 21, 2026
Q4 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6+ 0.35% |
$1.47K - $1.55K
|
1.72K
$423K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
6+ 0.24% |
$1.47K - $1.55K
|
2.46K
$606K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
6+ 0.17% |
$1.47K - $1.55K
|
3.59K
$884K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6+ 0.73% |
$1.47K - $1.55K
|
830
$204K
|
|
|
Jan 23, 2026
Q4 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5+ 0.17% |
$1.23K - $1.29K
|
2.95K
$725K
|
|