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 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-8- 0.14% |
$1.45K - $1.92K
|
5.52K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-251- 6.39% |
$45.4K - $60.3K
|
3.68K
$871K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-62- 5.91% |
$11.2K - $14.9K
|
987
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
455+ 2.41% |
$82.3K - $109K
|
19.3K
$4.58M
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-47- 3.18% |
$8.5K - $11.3K
|
1.43K
$339K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-140- 4.62% |
$25.3K - $33.6K
|
2.89K
$685K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-101- 2.1% |
$18.3K - $24.3K
|
4.72K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-24- 1.03% |
$4.34K - $5.77K
|
2.32K
$548K
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5+ 0.18% |
$904 - $1.2K
|
2.84K
$673K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.05% |
$181 - $240
|
1.95K
$462K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-3.39K- 5.93% |
$614K - $815K
|
53.9K
$12.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.95K+ 60.25% |
$533K - $708K
|
7.84K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-317- 4.28% |
$57.3K - $76.2K
|
7.09K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-2.6K- 26.75% |
$471K - $626K
|
7.13K
$1.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
556+ 3.44% |
$101K - $134K
|
16.7K
$3.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.17KNew |
$211K - $281K
|
1.17K
$277K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24- 0.71% |
$4.34K - $5.77K
|
3.34K
$790K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-344- 5.66% |
$62.2K - $82.7K
|
5.74K
$1.36M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.25K+ 407.13% |
$1.67M - $2.22M
|
11.5K
$2.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.6K+ 332.52% |
$1.01M - $1.35M
|
7.29K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
457KNew |
$82.7M - $110M
|
457K
$108M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-29- 0.16% |
$5.24K - $6.97K
|
17.7K
$4.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-102- 42.68% |
$18.4K - $24.5K
|
137
$32.4K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
956New |
$173K - $230K
|
956
$226K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-200- 1.99% |
$36.2K - $48.1K
|
9.87K
$2.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
134+ 24.01% |
$24.2K - $32.2K
|
692
$164K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-232- 6.58% |
$42K - $55.8K
|
3.29K
$780K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
970New |
$175K - $233K
|
970
$230K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-54- 0.02% |
$9.77K - $13K
|
299K
$70.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
171+ 2.85% |
$30.9K - $41.1K
|
6.17K
$1.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67+ 44.97% |
$12.1K - $16.1K
|
216
$51.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.84KNew |
$876K - $1.16M
|
4.84K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.18K+ 1.72% |
$395K - $525K
|
129K
$30.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
860+ 28.12% |
$156K - $207K
|
3.92K
$928K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
23.4KNew |
$4.23M - $5.62M
|
23.4K
$5.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-23- 0.75% |
$4.16K - $5.53K
|
3.04K
$721K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
489+ 17.89% |
$88.4K - $118K
|
3.22K
$763K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-461- 1.88% |
$83.4K - $111K
|
24K
$5.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-109- 1.65% |
$19.7K - $26.2K
|
6.51K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
133+ 109.02% |
$24.1K - $32K
|
255
$60.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
40+ 2.05% |
$7.23K - $9.61K
|
1.99K
$471K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
27+ 1.07% |
$4.88K - $6.49K
|
2.56K
$605K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-102- 8.85% |
$18.4K - $24.5K
|
1.05K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
685+ 12.71% |
$124K - $165K
|
6.07K
$1.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-86- 1.61% |
$15.6K - $20.7K
|
5.27K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
2.61KNew |
$473K - $628K
|
2.61K
$619K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
113+ 4.58% |
$20.4K - $27.2K
|
2.58K
$611K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.75K+ 144.38% |
$1.04M - $1.38M
|
9.72K
$2.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 30.82% |
$2.08M - $2.77M
|
25.8K
$6.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
176+ 8.66% |
$31.8K - $42.3K
|
2.21K
$523K
|