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 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
4.08K+ 126.65% |
$963K - $1.05M
|
7.3K
$1.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.08K+ 71.07% |
$963K - $1.05M
|
9.82K
$2.42M
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.07KNew |
$962K - $1.05M
|
4.07K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4.04K+ 21.82% |
$954K - $1.04M
|
22.5K
$5.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
3.95K+ 70.07% |
$932K - $1.02M
|
9.58K
$2.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Smart Money Group LLC
|
BUY
|
- |
3.89KNew |
$919K - $1M
|
3.89K
$957K
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.88K+ 48.02% |
$916K - $999K
|
11.9K
$2.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.82K+ 105.41% |
$902K - $984K
|
7.44K
$1.83M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.79K+ 88.92% |
$895K - $976K
|
8.05K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.72K+ 122.69% |
$878K - $957K
|
6.74K
$1.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.71K+ 79.08% |
$877K - $956K
|
8.4K
$2.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.67KNew |
$867K - $946K
|
3.67K
$903K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.65KNew |
$862K - $940K
|
3.65K
$898K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.64K+ 17.0% |
$859K - $937K
|
25K
$6.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.51K+ 7.05% |
$830K - $905K
|
53.4K
$13.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.43K+ 19.48% |
$810K - $883K
|
21K
$5.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
3.43K+ 5.16% |
$809K - $883K
|
69.8K
$17.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
3.41KNew |
$806K - $879K
|
3.41K
$839K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.41K+ 224.97% |
$805K - $878K
|
4.92K
$1.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
3.4K+ 25.27% |
$803K - $876K
|
16.9K
$4.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.36K+ 237.44% |
$793K - $865K
|
4.77K
$1.17M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.3K+ 17.45% |
$779K - $850K
|
22.2K
$5.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.3K+ 30.01% |
$779K - $849K
|
14.3K
$3.51M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.21KNew |
$757K - $826K
|
3.21K
$789K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.18K+ 30.42% |
$751K - $819K
|
13.6K
$3.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.15K+ 5.72% |
$744K - $812K
|
58.2K
$14.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.06K+ 85.69% |
$722K - $787K
|
6.62K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3K+ 120.37% |
$708K - $772K
|
5.49K
$1.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.98KNew |
$704K - $768K
|
2.98K
$733K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.89K+ 1.39% |
$683K - $745K
|
211K
$51.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.82K+ 324.17% |
$666K - $726K
|
3.69K
$907K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.73K+ 10.79% |
$644K - $702K
|
28K
$6.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.7K+ 23.48% |
$638K - $696K
|
14.2K
$3.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.69K+ 58.46% |
$634K - $692K
|
7.28K
$1.79M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.35K+ 0.87% |
$555K - $605K
|
271K
$66.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.34K+ 2.4% |
$552K - $602K
|
99.7K
$24.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.34K+ 404.68% |
$552K - $602K
|
2.91K
$717K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.33K+ 12.63% |
$551K - $601K
|
20.8K
$5.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.32K+ 65.57% |
$548K - $598K
|
5.86K
$1.44M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.26K+ 23.69% |
$533K - $582K
|
11.8K
$2.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.21K+ 0.74% |
$521K - $569K
|
301K
$74.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
2.2K+ 11.01% |
$520K - $568K
|
22.2K
$5.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.2K+ 12.24% |
$519K - $566K
|
20.1K
$4.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.17K+ 63.28% |
$513K - $559K
|
5.6K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.16K+ 55.02% |
$509K - $555K
|
6.07K
$1.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.07KNew |
$488K - $533K
|
2.07K
$509K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.06KNew |
$487K - $531K
|
2.06K
$507K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
2.06K+ 8.22% |
$486K - $530K
|
27.1K
$6.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
1.97K+ 11.16% |
$465K - $507K
|
19.6K
$4.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.95K+ 31.42% |
$460K - $501K
|
8.14K
$2M
|
|