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 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
63+ 2.59% |
$11.4K - $15.1K
|
2.5K
$600K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-246- 2.55% |
$44.5K - $59.1K
|
9.39K
$2.25M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-91.1K- 82.71% |
$16.5M - $21.9M
|
19K
$4.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1.63K+ 32.78% |
$295K - $393K
|
6.62K
$1.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
559+ 2.58% |
$101K - $134K
|
22.3K
$5.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-32- 0.9% |
$5.79K - $7.69K
|
3.54K
$851K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
220+ 3.31% |
$39.8K - $52.9K
|
6.87K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1+ 0.08% |
$181 - $240
|
1.2K
$287K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
23+ 11.33% |
$4.16K - $5.53K
|
226
$54.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
140+ 0.1% |
$25.3K - $33.6K
|
136K
$32.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-191- 3.21% |
$34.5K - $45.9K
|
5.76K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-19- 0.63% |
$3.44K - $4.57K
|
3.01K
$724K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
22+ 0.16% |
$3.98K - $5.29K
|
13.5K
$3.25M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
3.43KNew |
$620K - $824K
|
3.43K
$823K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-60- 2.89% |
$10.9K - $14.4K
|
2.02K
$484K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-16- 0.14% |
$2.89K - $3.85K
|
11.7K
$2.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.45K+ 1.19% |
$443K - $588K
|
208K
$50M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
8+ 0.2% |
$1.45K - $1.92K
|
4.02K
$964K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
483+ 0.64% |
$87.3K - $116K
|
76K
$18.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.25K+ 16.51% |
$407K - $541K
|
15.9K
$3.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
301+ 26.06% |
$54.4K - $72.3K
|
1.46K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-35- 9.51% |
$6.33K - $8.41K
|
333
$79.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-940- 38.75% |
$170K - $226K
|
1.49K
$357K
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.14K+ 35.39% |
$206K - $274K
|
4.36K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-113- 9.17% |
$20.4K - $27.2K
|
1.12K
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
167+ 4.8% |
$30.2K - $40.1K
|
3.64K
$875K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-371- 2.33% |
$67.1K - $89.2K
|
15.5K
$3.73M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.23K+ 859.44% |
$222K - $295K
|
1.37K
$329K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-434- 10.28% |
$78.5K - $104K
|
3.79K
$910K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
870+ 25.66% |
$157K - $209K
|
4.26K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6.81K+ 539.03% |
$1.23M - $1.64M
|
8.07K
$1.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
856New |
$155K - $206K
|
856
$205K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.03K+ 8.52% |
$366K - $487K
|
25.8K
$6.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.02K+ 26.34% |
$907K - $1.21M
|
24.1K
$5.78M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
57+ 1.69% |
$10.3K - $13.7K
|
3.43K
$824K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-99- 2.51% |
$17.9K - $23.8K
|
3.84K
$921K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-18.9K- 70.88% |
$3.42M - $4.54M
|
7.77K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
27.8K+ 28.36% |
$5.03M - $6.69M
|
126K
$30.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
904+ 56.86% |
$163K - $217K
|
2.49K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
446+ 1.14% |
$80.7K - $107K
|
39.7K
$9.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.81K- 27.08% |
$1.59M - $2.12M
|
23.7K
$5.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
240+ 8.09% |
$43.4K - $57.7K
|
3.21K
$770K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
100+ 6.98% |
$18.1K - $24K
|
1.53K
$368K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-3.13K- 14.86% |
$566K - $752K
|
17.9K
$4.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.33K- 3.52% |
$241K - $321K
|
36.6K
$8.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.1KNew |
$199K - $264K
|
1.1K
$264K
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
760+ 15.72% |
$137K - $183K
|
5.6K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-212- 47.96% |
$38.3K - $50.9K
|
230
$55.2K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.75K- 1.28% |
$316K - $421K
|
135K
$32.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.1K- 3.15% |
$198K - $264K
|
33.7K
$8.09M
|