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
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
383+ 5.41% |
$90.5K - $98.7K
|
7.47K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
380+ 2.0% |
$89.8K - $97.9K
|
19.4K
$4.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
373+ 7.96% |
$88.1K - $96.1K
|
5.06K
$1.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
360+ 37.0% |
$85.1K - $92.8K
|
1.33K
$328K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
354+ 9.99% |
$83.6K - $91.2K
|
3.9K
$959K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
352+ 9.14% |
$83.2K - $90.7K
|
4.2K
$1.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
333+ 10.68% |
$78.7K - $85.8K
|
3.45K
$849K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
331New |
$78.2K - $85.3K
|
331
$81.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
329+ 1.67% |
$77.7K - $84.8K
|
20K
$4.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
324+ 2.62% |
$76.5K - $83.5K
|
12.7K
$3.12M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
321+ 1.35% |
$75.8K - $82.7K
|
24.1K
$5.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
316+ 19.79% |
$74.7K - $81.4K
|
1.91K
$471K
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
305New |
$72.1K - $78.6K
|
305
$75.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
302+ 141.12% |
$71.3K - $77.8K
|
516
$127K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
300+ 18.43% |
$70.9K - $77.3K
|
1.93K
$474K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
298+ 3.98% |
$70.4K - $76.8K
|
7.79K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
291+ 15.72% |
$68.7K - $75K
|
2.14K
$527K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
288+ 0.22% |
$68K - $74.2K
|
130K
$31.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
275+ 9.55% |
$65K - $70.9K
|
3.16K
$776K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272+ 22.78% |
$64.3K - $70.1K
|
1.47K
$361K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
268New |
$63.3K - $69.1K
|
268
$65.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Gds Wealth Management
|
BUY
|
- |
265+ 10.52% |
$62.6K - $68.3K
|
2.79K
$685K
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
265+ 4.23% |
$62.6K - $68.3K
|
6.53K
$1.61M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
263+ 1.03% |
$62.1K - $67.8K
|
25.9K
$6.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
252+ 25.98% |
$59.5K - $64.9K
|
1.22K
$301K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
251+ 22.92% |
$59.3K - $64.7K
|
1.35K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
250New |
$59.1K - $64.4K
|
250
$61.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
245New |
$57.9K - $63.1K
|
245
$60.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
243+ 14.31% |
$57.4K - $62.6K
|
1.94K
$478K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
234+ 468.0% |
$55.3K - $60.3K
|
284
$69.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
232+ 1.4% |
$54.8K - $59.8K
|
16.8K
$4.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
229+ 2.21% |
$54.1K - $59K
|
10.6K
$2.61M
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
222New |
$52.4K - $57.2K
|
222
$54.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
212+ 13.32% |
$50.1K - $54.6K
|
1.8K
$444K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
212+ 2.36% |
$50.1K - $54.6K
|
9.21K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
202+ 0.8% |
$47.7K - $52.1K
|
25.6K
$6.29M
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$47.3K - $51.5K
|
200
$49.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
195+ 8.26% |
$46.1K - $50.2K
|
2.56K
$629K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
179+ 397.78% |
$42.3K - $46.1K
|
224
$55.1K
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
161+ 14.22% |
$38K - $41.5K
|
1.29K
$318K
|
|
|
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
|
|