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 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.52K+ 14.77% |
$358K - $391K
|
11.8K
$2.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.49KNew |
$352K - $384K
|
1.49K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.49K+ 2.47% |
$351K - $383K
|
61.6K
$15.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
1.48KNew |
$350K - $381K
|
1.48K
$364K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.48K+ 2.2% |
$349K - $381K
|
68.9K
$16.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.38K+ 59.07% |
$326K - $356K
|
3.72K
$915K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.37KNew |
$323K - $352K
|
1.37K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$323K - $352K
|
1.37K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.36K+ 60.71% |
$321K - $350K
|
3.6K
$886K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.35K+ 75.21% |
$318K - $347K
|
3.14K
$772K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.34K+ 15.85% |
$316K - $345K
|
9.77K
$2.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.3K+ 20.49% |
$307K - $335K
|
7.65K
$1.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.27K+ 4.37% |
$300K - $327K
|
30.3K
$7.45M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.26K+ 5.88% |
$298K - $325K
|
22.7K
$5.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.21KNew |
$285K - $311K
|
1.21K
$297K
|
|
|
Nov 06, 2025
Q3 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.19KNew |
$281K - $306K
|
1.19K
$292K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.18KNew |
$279K - $305K
|
1.18K
$291K
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.16K+ 123.04% |
$274K - $299K
|
2.1K
$517K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.15KNew |
$272K - $296K
|
1.15K
$283K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.13K+ 105.23% |
$266K - $290K
|
2.2K
$540K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.11K+ 106.3% |
$263K - $287K
|
2.16K
$532K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.11K+ 11.57% |
$262K - $285K
|
10.7K
$2.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.1K+ 1100.0% |
$260K - $283K
|
1.2K
$295K
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.09K+ 38.66% |
$258K - $282K
|
3.92K
$966K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.09K+ 6.73% |
$257K - $280K
|
17.2K
$4.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.08K+ 15.71% |
$255K - $278K
|
7.95K
$1.96M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.06KNew |
$250K - $273K
|
1.06K
$261K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.04K+ 5.57% |
$245K - $267K
|
19.6K
$4.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.03K+ 4.83% |
$244K - $266K
|
22.5K
$5.52M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.03KNew |
$244K - $266K
|
1.03K
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.03KNew |
$243K - $265K
|
1.03K
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.02K+ 57.86% |
$240K - $262K
|
2.77K
$682K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.02KNew |
$240K - $262K
|
1.02K
$250K
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.01KNew |
$239K - $261K
|
1.01K
$249K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
1KNew |
$236K - $258K
|
1K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
993+ 10.95% |
$235K - $256K
|
10.1K
$2.48M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
989+ 1.46% |
$234K - $255K
|
68.6K
$16.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
975+ 8.06% |
$230K - $251K
|
13.1K
$3.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
968+ 1.33% |
$229K - $249K
|
73.8K
$18.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
963New |
$228K - $248K
|
963
$237K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
952New |
$225K - $245K
|
952
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
910+ 130.56% |
$215K - $234K
|
1.61K
$395K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
860New |
$203K - $222K
|
860
$212K
|
|
|
Nov 14, 2025
Q3 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
850+ 0.24% |
$201K - $219K
|
360K
$88.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
840+ 5.9% |
$198K - $216K
|
15.1K
$3.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
839New |
$198K - $216K
|
839
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
832New |
$197K - $214K
|
832
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
831New |
$196K - $214K
|
831
$204K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
829+ 2.06% |
$196K - $214K
|
41.2K
$10.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
824+ 59.88% |
$195K - $212K
|
2.2K
$541K
|
|