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
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
62New |
$14.6K - $16K
|
62
$15.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
62New |
$14.6K - $16K
|
62
$15.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
60New |
$14.2K - $15.5K
|
60
$14.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
59+ 46.46% |
$13.9K - $15.2K
|
186
$45.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58+ 5.57% |
$13.7K - $14.9K
|
1.1K
$270K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
57New |
$13.5K - $14.7K
|
57
$14K
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
56+ 6.15% |
$13.2K - $14.4K
|
967
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
56+ 1.4% |
$13.2K - $14.4K
|
4.07K
$1M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
52+ 2.65% |
$12.3K - $13.4K
|
2.01K
$495K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
50+ 5.57% |
$11.8K - $12.9K
|
947
$233K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
50+ 5.77% |
$11.8K - $12.9K
|
917
$226K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
50+ 2.79% |
$11.8K - $12.9K
|
1.84K
$453K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
50+ 3.16% |
$11.8K - $12.9K
|
1.63K
$402K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
49+ 2.44% |
$11.6K - $12.6K
|
2.06K
$507K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
47New |
$11.1K - $12.1K
|
47
$11.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
46+ 1.44% |
$10.9K - $11.9K
|
3.25K
$799K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
45+ 0.28% |
$10.6K - $11.6K
|
15.9K
$3.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
44+ 2.35% |
$10.4K - $11.3K
|
1.92K
$472K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
43+ 1.1% |
$10.2K - $11.1K
|
3.96K
$975K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
42+ 0.73% |
$9.92K - $10.8K
|
5.76K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40New |
$9.45K - $10.3K
|
40
$9.84K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
40+ 2.92% |
$9.45K - $10.3K
|
1.41K
$347K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
39+ 15.6% |
$9.21K - $10K
|
289
$71.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
37+ 27.01% |
$8.74K - $9.53K
|
174
$42.8K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
36New |
$8.51K - $9.28K
|
36
$8.86K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
36+ 4.22% |
$8.51K - $9.28K
|
889
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
36+ 0.9% |
$8.51K - $9.28K
|
4.04K
$993K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34+ 2.28% |
$8.03K - $8.76K
|
1.52K
$375K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
34+ 0.22% |
$8.03K - $8.76K
|
15.6K
$3.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
33+ 1.76% |
$7.8K - $8.5K
|
1.91K
$470K
|
|
|
Nov 10, 2025
Q3 2025
|
Glassman Wealth Services
|
BUY
|
- |
33+ 2.82% |
$7.8K - $8.5K
|
1.2K
$296K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
33+ 1.31% |
$7.8K - $8.5K
|
2.54K
$626K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
31+ 1.3% |
$7.32K - $7.99K
|
2.42K
$595K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
27New |
$6.38K - $6.96K
|
27
$6.64K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
26New |
$6.14K - $6.7K
|
26
$6.4K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
24+ 0.23% |
$5.67K - $6.18K
|
10.2K
$2.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
24+ 29.63% |
$5.67K - $6.18K
|
105
$25.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
24+ 0.75% |
$5.67K - $6.18K
|
3.23K
$795K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
23+ 0.65% |
$5.43K - $5.93K
|
3.54K
$870K
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
22New |
$5.2K - $5.67K
|
22
$5.41K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
20+ 58.82% |
$4.73K - $5.15K
|
54
$13.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
20+ 0.27% |
$4.73K - $5.15K
|
7.32K
$1.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
BUY
|
- |
20+ 1.36% |
$4.73K - $5.15K
|
1.49K
$366K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.54% |
$4.49K - $4.9K
|
3.51K
$864K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
18+ 22.22% |
$4.25K - $4.64K
|
99
$24.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
18+ 1.79% |
$4.25K - $4.64K
|
1.02K
$251K
|
|
|
Oct 14, 2025
Q3 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
18+ 1.05% |
$4.25K - $4.64K
|
1.73K
$425K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 13.49% |
$4.02K - $4.38K
|
143
$35.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
16+ 0.03% |
$3.78K - $4.12K
|
49.7K
$12.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16+ 1.93% |
$3.78K - $4.12K
|
846
$208K
|
|