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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
108+ 16.59% |
$25.5K - $27.8K
|
759
$187K
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-778- 62.64% |
$184K - $200K
|
464
$114K
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
SELL
|
- |
-213- 1.37% |
$50.3K - $54.9K
|
15.4K
$3.79M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.29K- 6.22% |
$305K - $333K
|
19.5K
$4.79M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.04K+ 5.57% |
$245K - $267K
|
19.6K
$4.84M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-2.3K- 14.38% |
$543K - $593K
|
13.7K
$3.37M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
1.6KNew |
$377K - $412K
|
1.6K
$393K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-6- 6.82% |
$1.42K - $1.55K
|
82
$20.2K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-15- 1.29% |
$3.54K - $3.87K
|
1.15K
$282K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
83+ 21.23% |
$19.6K - $21.4K
|
474
$117K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-277- 0.63% |
$65.4K - $71.4K
|
43.8K
$10.8M
|
|
|
Nov 24, 2025
Q3 2025
|
Chelsea Counsel CO
|
BUY
|
- |
4New |
$945 - $1.03K
|
4
$984
|
|
|
Nov 21, 2025
Q3 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-3.35K- 8.2% |
$791K - $863K
|
37.5K
$9.23M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.82K- 2.9% |
$667K - $727K
|
94.4K
$23.2M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
458+ 32.67% |
$108K - $118K
|
1.86K
$458K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
65+ 9.13% |
$15.4K - $16.7K
|
777
$191K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.11K- 98.41% |
$263K - $287K
|
18
$4.43K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-700- 1.83% |
$165K - $180K
|
37.6K
$9.24M
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-111- 3.23% |
$26.2K - $28.6K
|
3.32K
$818K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-207- 14.98% |
$48.9K - $53.3K
|
1.18K
$289K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.7K+ 22.47% |
$5.37M - $5.86M
|
124K
$30.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-65- 7.32% |
$15.4K - $16.7K
|
823
$203K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-146- 89.02% |
$34.5K - $37.6K
|
18
$4.43K
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-2.77K- 41.82% |
$654K - $713K
|
3.85K
$948K
|
|
|
Nov 18, 2025
Q3 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-124- 1.06% |
$29.3K - $32K
|
11.6K
$2.86M
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-11- 0.14% |
$2.6K - $2.83K
|
7.66K
$1.89M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
36New |
$8.51K - $9.28K
|
36
$8.86K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
989+ 1.46% |
$234K - $255K
|
68.6K
$16.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.5K+ 11.96% |
$3.18M - $3.47M
|
126K
$31M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
1New |
$236 - $258
|
1
$246
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
2.06K+ 8.22% |
$486K - $530K
|
27.1K
$6.66M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3+ 0.25% |
$709 - $773
|
1.2K
$295K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-317- 27.81% |
$74.9K - $81.7K
|
823
$203K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15+ 0.38% |
$3.54K - $3.87K
|
3.93K
$966K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
603+ 231.92% |
$142K - $155K
|
863
$212K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$47.3K - $51.5K
|
200
$49.2K
|
|
|
Nov 17, 2025
Q3 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-790- 1.85% |
$187K - $204K
|
41.8K
$10.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
3.41KNew |
$806K - $879K
|
3.41K
$839K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-405- 89.21% |
$95.7K - $104K
|
49
$12.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-336- 23.08% |
$79.4K - $86.6K
|
1.12K
$276K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
20.2K+ 22.33% |
$4.78M - $5.21M
|
111K
$27.3M
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-17.3K- 24.25% |
$4.09M - $4.46M
|
54.1K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.41K+ 16.41% |
$1.28M - $1.39M
|
38.3K
$9.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.4K+ 19.54% |
$11.4M - $12.5M
|
296K
$72.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-29- 0.88% |
$6.85K - $7.47K
|
3.28K
$806K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.93K- 70.58% |
$1.64M - $1.79M
|
2.89K
$710K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
975+ 8.06% |
$230K - $251K
|
13.1K
$3.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-1.2K- 11.21% |
$284K - $309K
|
9.5K
$2.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
25.8KNew |
$6.1M - $6.65M
|
25.8K
$6.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-287K- 99.67% |
$67.7M - $73.8M
|
953
$235K
|
|