Latest Institutional Transactions on Ishares Msci Usa Momentum Fact (MTUM)
This table provides information on the latest institutional transactions involving Ishares Msci Usa Momentum Fact (MTUM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
11.3K+ 10.54% |
$2.05M - $2.72M
|
119K
$28.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
418+ 11.63% |
$75.6K - $100K
|
4.01K
$950K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-87- 7.14% |
$15.7K - $20.9K
|
1.13K
$268K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
240+ 3.72% |
$43.4K - $57.7K
|
6.68K
$1.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-266- 2.82% |
$48.1K - $63.9K
|
9.17K
$2.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.9K+ 130.34% |
$2.7M - $3.59M
|
26.4K
$6.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.48% |
$2.17K - $2.88K
|
822
$195K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.65K- 13.21% |
$1.38M - $1.84M
|
50.3K
$11.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
11.3KNew |
$2.04M - $2.72M
|
11.3K
$2.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-173- 8.79% |
$31.3K - $41.6K
|
1.8K
$425K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3New |
$543 - $721
|
3
$710
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
86New |
$15.6K - $20.7K
|
86
$20.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
766+ 21.3% |
$139K - $184K
|
4.36K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.44K+ 59.83% |
$261K - $347K
|
3.85K
$912K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
280+ 21.49% |
$50.6K - $67.3K
|
1.58K
$375K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-842- 39.85% |
$152K - $202K
|
1.27K
$301K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.27K- 4.63% |
$592K - $787K
|
67.4K
$16M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.04K- 40.19% |
$188K - $250K
|
1.55K
$366K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
917KNew |
$166M - $220M
|
917K
$217M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 172.73% |
$6.87K - $9.13K
|
60
$14.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
15.8K+ 7.69% |
$2.85M - $3.79M
|
221K
$52.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
960New |
$174K - $231K
|
960
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
108+ 1.22% |
$19.5K - $26K
|
8.97K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
9+ 0.19% |
$1.63K - $2.16K
|
4.66K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-633- 11.46% |
$114K - $152K
|
4.89K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.5K+ 14.86% |
$633K - $841K
|
27K
$6.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-195- 3.7% |
$35.3K - $46.9K
|
5.07K
$1.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.71K- 0.62% |
$490K - $651K
|
434K
$103M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17KNew |
$211K - $280K
|
1.17K
$276K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-120- 4.94% |
$21.7K - $28.8K
|
2.31K
$546K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.59KNew |
$831K - $1.1M
|
4.59K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.46KNew |
$1.53M - $2.03M
|
8.46K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
134+ 6.93% |
$24.2K - $32.2K
|
2.07K
$490K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.02KNew |
$184K - $244K
|
1.02K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
600+ 26.91% |
$109K - $144K
|
2.83K
$670K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-98- 3.11% |
$17.7K - $23.6K
|
3.05K
$723K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
641+ 46.18% |
$116K - $154K
|
2.03K
$480K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-28- 0.82% |
$5.06K - $6.73K
|
3.38K
$800K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-17- 0.13% |
$3.07K - $4.09K
|
12.7K
$3.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
28+ 1.45% |
$5.06K - $6.73K
|
1.96K
$464K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.17K+ 1534.21% |
$211K - $280K
|
1.24K
$294K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.07K- 2.26% |
$735K - $977K
|
176K
$41.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-511- 6.08% |
$92.4K - $123K
|
7.89K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
487+ 68.98% |
$88.1K - $117K
|
1.19K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4.14K+ 4.98% |
$748K - $994K
|
87.2K
$20.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.3K+ 16.26% |
$235K - $312K
|
9.27K
$2.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
367+ 17.48% |
$66.4K - $88.2K
|
2.47K
$584K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-73- 15.4% |
$13.2K - $17.5K
|
401
$95K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-49- 0.68% |
$8.86K - $11.8K
|
7.16K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-211- 13.95% |
$38.2K - $50.7K
|
1.3K
$308K
|