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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
170+ 12.36% |
$40.2K - $43.8K
|
1.55K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
169+ 4.03% |
$39.9K - $43.5K
|
4.37K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
166+ 12.71% |
$39.2K - $42.8K
|
1.47K
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
161+ 14.22% |
$38K - $41.5K
|
1.29K
$318K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
161+ 4.41% |
$38K - $41.5K
|
3.81K
$938K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
158+ 5.46% |
$37.3K - $40.7K
|
3.05K
$751K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
152+ 7.86% |
$35.9K - $39.2K
|
2.09K
$514K
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
146+ 3.85% |
$34.5K - $37.6K
|
3.94K
$968K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
139+ 604.35% |
$32.8K - $35.8K
|
162
$39.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
139+ 5.87% |
$32.8K - $35.8K
|
2.51K
$617K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
133+ 0.38% |
$31.4K - $34.3K
|
34.7K
$8.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
132+ 101.54% |
$31.2K - $34K
|
262
$64.5K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
130+ 2.32% |
$30.7K - $33.5K
|
5.73K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
126New |
$29.8K - $32.5K
|
126
$31K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
124+ 1.7% |
$29.3K - $32K
|
7.41K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
122+ 1.33% |
$28.8K - $31.4K
|
9.29K
$2.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
121+ 10.62% |
$28.6K - $31.2K
|
1.26K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
118+ 7.42% |
$27.9K - $30.4K
|
1.71K
$420K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
115+ 0.46% |
$27.2K - $29.6K
|
25.2K
$6.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
114+ 6.77% |
$26.9K - $29.4K
|
1.8K
$443K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
113+ 8.88% |
$26.7K - $29.1K
|
1.39K
$341K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
111New |
$26.2K - $28.6K
|
111
$27.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
109+ 4.27% |
$25.8K - $28.1K
|
2.66K
$656K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
108+ 16.59% |
$25.5K - $27.8K
|
759
$187K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
108New |
$25.5K - $27.8K
|
108
$26.6K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
107+ 2.94% |
$25.3K - $27.6K
|
3.75K
$923K
|
|
|
Nov 12, 2025
Q3 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
104+ 6.55% |
$24.6K - $26.8K
|
1.69K
$416K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
102+ 0.24% |
$24.1K - $26.3K
|
42.8K
$10.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
BUY
|
- |
101+ 14.45% |
$23.9K - $26K
|
800
$197K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
101+ 65.16% |
$23.9K - $26K
|
256
$63K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
101+ 6.78% |
$23.9K - $26K
|
1.59K
$391K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
100+ 34.13% |
$23.6K - $25.8K
|
393
$96.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
97+ 3.04% |
$22.9K - $25K
|
3.29K
$809K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
96New |
$22.7K - $24.7K
|
96
$23.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
93+ 1.83% |
$22K - $24K
|
5.17K
$1.27M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
84+ 15.61% |
$19.8K - $21.6K
|
622
$153K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
83+ 21.23% |
$19.6K - $21.4K
|
474
$117K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
82New |
$19.4K - $21.1K
|
82
$20.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
79+ 3.42% |
$18.7K - $20.4K
|
2.39K
$587K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
72New |
$17K - $18.6K
|
72
$17.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
71+ 3.03% |
$16.8K - $18.3K
|
2.42K
$595K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
70+ 4.42% |
$16.5K - $18K
|
1.65K
$407K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
70+ 5.04% |
$16.5K - $18K
|
1.46K
$359K
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
68+ 0.64% |
$16.1K - $17.5K
|
10.8K
$2.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
68+ 2.46% |
$16.1K - $17.5K
|
2.83K
$697K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
68+ 2.31% |
$16.1K - $17.5K
|
3.01K
$740K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
66+ 6.69% |
$15.6K - $17K
|
1.05K
$259K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
65+ 9.13% |
$15.4K - $16.7K
|
777
$191K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
65+ 3.68% |
$15.4K - $16.7K
|
1.83K
$450K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
63New |
$14.9K - $16.2K
|
63
$15.5K
|
|