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 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
|
|
|
Jan 22, 2026
Q4 2025
|
Successful Portfolios LLC
|
BUY
|
- |
5+ 0.35% |
$1.23K - $1.29K
|
1.42K
$349K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
5+ 0.17% |
$1.23K - $1.29K
|
3.01K
$740K
|
|
|
Jan 26, 2026
Q4 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
4New |
$983 - $1.03K
|
4
$984
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.07% |
$983 - $1.03K
|
5.69K
$1.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3New |
$737 - $774
|
3
$738
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2+ 0.1% |
$492 - $516
|
2.09K
$514K
|
|
|
Jan 23, 2026
Q4 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1+ 0.02% |
$246 - $258
|
4.43K
$1.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$246 - $258
|
2.79K
$686K
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.18% |
$246 - $258
|
559
$138K
|
|
|
Jan 15, 2026
Q4 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$246 - $258
|
1.08K
$265K
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.05% |
$246 - $258
|
1.95K
$480K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 0.28% |
$246 - $258
|
352
$86.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1+ 0.05% |
$246 - $258
|
2.21K
$544K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
739K+ 29.32% |
$175M - $190M
|
3.26M
$802M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
337K+ 14.65% |
$79.7M - $86.9M
|
2.64M
$649M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
336K+ 83.54% |
$79.5M - $86.7M
|
739K
$182M
|
|
|
Nov 14, 2025
Q3 2025
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
PUT |
300KNew |
$70.9M - $77.3M
|
300K
$73.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
202K+ 47.0% |
$47.6M - $52M
|
631K
$155M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
135K+ 63.86% |
$31.9M - $34.8M
|
346K
$85.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
121K+ 4.11% |
$28.6M - $31.1M
|
3.06M
$754M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
118K+ 171.32% |
$27.8M - $30.3M
|
186K
$45.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
109KNew |
$25.6M - $28M
|
109K
$26.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
103K+ 274.04% |
$24.4M - $26.6M
|
141K
$34.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
94.9K+ 8.29% |
$22.4M - $24.4M
|
1.24M
$305M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
90.8K+ 7.38% |
$21.5M - $23.4M
|
1.32M
$325M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
85K+ 2310.08% |
$20.1M - $21.9M
|
88.7K
$21.8M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
83.8KNew |
$19.8M - $21.6M
|
83.8K
$20.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
74.1KNew |
$17.5M - $19.1M
|
74.1K
$18.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
61.9K+ 67.51% |
$14.6M - $16M
|
154K
$37.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.4K+ 19.54% |
$11.4M - $12.5M
|
296K
$72.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.7K+ 10.83% |
$11.3M - $12.3M
|
488K
$120M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.5KNew |
$9.56M - $10.4M
|
40.5K
$9.96M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
36.9K+ 315.84% |
$8.72M - $9.52M
|
48.6K
$12M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
36.6K+ 3156.64% |
$8.65M - $9.44M
|
37.8K
$9.3M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
35.9K+ 31.15% |
$8.49M - $9.26M
|
151K
$37.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6K+ 19.52% |
$8.17M - $8.91M
|
212K
$52.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.4K+ 3.62% |
$7.18M - $7.83M
|
871K
$214M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.2K+ 2.6% |
$6.91M - $7.53M
|
1.15M
$283M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
27.8K+ 202.25% |
$6.57M - $7.17M
|
41.6K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
26.6KNew |
$6.28M - $6.85M
|
26.6K
$6.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
26.4K+ 79.16% |
$6.25M - $6.81M
|
59.8K
$14.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.4K+ 147.33% |
$6.24M - $6.8M
|
44.3K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
25.8KNew |
$6.1M - $6.65M
|
25.8K
$6.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.3K+ 11.44% |
$5.97M - $6.51M
|
246K
$60.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
24.9K+ 351.69% |
$5.88M - $6.41M
|
32K
$7.87M
|
|