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 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
11K+ 12.76% |
$2M - $2.65M
|
97.6K
$23.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.13K- 6.25% |
$204K - $271K
|
16.9K
$4M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-115- 1.45% |
$20.8K - $27.6K
|
7.82K
$1.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
552+ 6.15% |
$99.8K - $133K
|
9.53K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-124- 0.47% |
$22.4K - $29.8K
|
26.1K
$6.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
93.3K+ 10.08% |
$16.9M - $22.4M
|
1.02M
$241M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
100New |
$18.1K - $24K
|
100
$23.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
830New |
$150K - $199K
|
830
$197K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.1K+ 2.94% |
$198K - $263K
|
38.4K
$9.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
699+ 52.95% |
$126K - $168K
|
2.02K
$478K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-3- 0.06% |
$543 - $721
|
5.39K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
5KNew |
$903K - $1.2M
|
5K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
660KNew |
$119M - $159M
|
660K
$156M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 0.57% |
$723 - $961
|
700
$166K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
357+ 0.99% |
$64.6K - $85.8K
|
36.3K
$8.6M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-2- 0.1% |
$362 - $481
|
2.1K
$497K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-131- 10.68% |
$23.7K - $31.5K
|
1.1K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.11K+ 5.87% |
$201K - $267K
|
20K
$4.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-60- 3.46% |
$10.9K - $14.4K
|
1.68K
$397K
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
17.5K+ 5.92% |
$3.17M - $4.21M
|
314K
$74.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
1.47KNew |
$265K - $353K
|
1.47K
$347K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
345+ 15.93% |
$62.4K - $82.9K
|
2.51K
$595K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
9.05K+ 92.92% |
$1.64M - $2.17M
|
18.8K
$4.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
181+ 3.91% |
$32.7K - $43.5K
|
4.82K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
808+ 33.77% |
$146K - $194K
|
3.2K
$758K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
927New |
$168K - $223K
|
927
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47+ 2.49% |
$8.5K - $11.3K
|
1.94K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-901- 11.11% |
$163K - $217K
|
7.21K
$1.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
330+ 15.76% |
$59.7K - $79.3K
|
2.42K
$574K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2K+ 21.05% |
$362K - $481K
|
11.5K
$2.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-2- 0.06% |
$362 - $481
|
3.18K
$753K
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-267- 17.08% |
$48.3K - $64.2K
|
1.3K
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
515+ 1.78% |
$93.1K - $124K
|
29.4K
$6.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8+ 0.22% |
$1.45K - $1.92K
|
3.68K
$871K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
890+ 4.28% |
$161K - $214K
|
21.7K
$5.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
497+ 26.72% |
$89.9K - $119K
|
2.36K
$558K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.54K+ 75.6% |
$1.18M - $1.57M
|
15.2K
$3.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-885- 6.17% |
$160K - $213K
|
13.5K
$3.19M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-754- 6.67% |
$136K - $181K
|
10.6K
$2.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-566- 16.78% |
$102K - $136K
|
2.81K
$665K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.21KNew |
$220K - $292K
|
1.21K
$287K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-27.7K- 13.63% |
$5M - $6.65M
|
175K
$41.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
18+ 0.81% |
$3.26K - $4.33K
|
2.24K
$531K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
130+ 2.02% |
$23.5K - $31.2K
|
6.55K
$1.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
409+ 30.16% |
$74K - $98.3K
|
1.77K
$418K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1+ 0.01% |
$181 - $240
|
8.15K
$1.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-45- 50.0% |
$8.14K - $10.8K
|
45
$10.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.73K+ 43.44% |
$313K - $416K
|
5.72K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5- 0.19% |
$904 - $1.2K
|
2.57K
$608K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.21K+ 177.86% |
$219K - $292K
|
1.9K
$449K
|