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 06, 2025
Q3 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
723+ 9.22% |
$171K - $186K
|
8.56K
$2.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
717+ 40.39% |
$169K - $185K
|
2.49K
$613K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
703+ 13.93% |
$166K - $181K
|
5.75K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
696+ 2.18% |
$164K - $179K
|
32.7K
$8.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
691+ 23.0% |
$163K - $178K
|
3.7K
$909K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
683+ 4.14% |
$161K - $176K
|
17.2K
$4.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
678+ 53.3% |
$160K - $175K
|
1.95K
$480K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
674+ 8.75% |
$159K - $174K
|
8.38K
$2.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
671+ 4.02% |
$159K - $173K
|
17.4K
$4.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
628+ 1.9% |
$148K - $162K
|
33.7K
$8.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
621+ 10.23% |
$147K - $160K
|
6.69K
$1.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
621+ 5.53% |
$147K - $160K
|
11.9K
$2.92M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
605+ 30.16% |
$143K - $156K
|
2.61K
$642K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
603+ 231.92% |
$142K - $155K
|
863
$212K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
602+ 5.13% |
$142K - $155K
|
12.3K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
600+ 5.35% |
$142K - $155K
|
11.8K
$2.91M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
598+ 18.56% |
$141K - $154K
|
3.82K
$940K
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
577+ 2.87% |
$136K - $149K
|
20.7K
$5.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
575+ 17.46% |
$136K - $148K
|
3.87K
$952K
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
571+ 29.01% |
$135K - $147K
|
2.54K
$625K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
567+ 2.21% |
$134K - $146K
|
26.3K
$6.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
561+ 5.68% |
$133K - $145K
|
10.4K
$2.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
560+ 6.75% |
$132K - $144K
|
8.86K
$2.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
557+ 5.02% |
$132K - $144K
|
11.6K
$2.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
540+ 12.57% |
$128K - $139K
|
4.84K
$1.19M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
534+ 7.31% |
$126K - $138K
|
7.84K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
529+ 27.18% |
$125K - $136K
|
2.48K
$609K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
527+ 18.75% |
$125K - $136K
|
3.34K
$821K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
502+ 20.71% |
$119K - $129K
|
2.93K
$720K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
494+ 6.63% |
$117K - $127K
|
7.95K
$1.96M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
491+ 5.29% |
$116K - $127K
|
9.77K
$2.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
486+ 9.44% |
$115K - $125K
|
5.63K
$1.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
485+ 5.95% |
$115K - $125K
|
8.63K
$2.12M
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
484+ 2.58% |
$114K - $125K
|
19.3K
$4.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
482+ 7.36% |
$114K - $124K
|
7.03K
$1.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
471+ 129.4% |
$111K - $121K
|
835
$205K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
458+ 32.67% |
$108K - $118K
|
1.86K
$458K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
456+ 16.22% |
$108K - $118K
|
3.27K
$804K
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
444+ 2.57% |
$105K - $114K
|
17.7K
$4.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
432+ 3.37% |
$102K - $111K
|
13.3K
$3.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
428+ 5.06% |
$101K - $110K
|
8.89K
$2.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
425+ 10.46% |
$100K - $110K
|
4.49K
$1.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
424+ 5.88% |
$100K - $109K
|
7.63K
$1.88M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
419+ 85.16% |
$99K - $108K
|
911
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
416+ 1.14% |
$98.3K - $107K
|
37K
$9.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
415+ 11.83% |
$98K - $107K
|
3.92K
$965K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
400+ 1.04% |
$94.5K - $103K
|
38.9K
$9.57M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
398+ 2.62% |
$94K - $103K
|
15.6K
$3.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
397+ 2.4% |
$93.8K - $102K
|
16.9K
$4.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
392+ 14.32% |
$92.6K - $101K
|
3.13K
$770K
|
|