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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-169- 8.85% |
$39.9K - $43.5K
|
1.74K
$428K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
SELL
|
- |
-229- 2.3% |
$54.1K - $59K
|
9.72K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
329+ 1.67% |
$77.7K - $84.8K
|
20K
$4.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.41K+ 19.42% |
$1.04M - $1.14M
|
27.1K
$6.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
96New |
$22.7K - $24.7K
|
96
$23.6K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.72K+ 3.63% |
$1.82M - $1.99M
|
220K
$54.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.03KNew |
$243K - $265K
|
1.03K
$253K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
360+ 37.0% |
$85.1K - $92.8K
|
1.33K
$328K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3+ 0.39% |
$709 - $773
|
763
$188K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21.9K+ 1496.24% |
$5.18M - $5.64M
|
23.4K
$5.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-111- 0.92% |
$26.2K - $28.6K
|
11.9K
$2.94M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
7.24K+ 470.42% |
$1.71M - $1.86M
|
8.77K
$2.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-376- 3.36% |
$88.8K - $96.9K
|
10.8K
$2.66M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
717+ 40.39% |
$169K - $185K
|
2.49K
$613K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
100+ 34.13% |
$23.6K - $25.8K
|
393
$96.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
27.8K+ 202.25% |
$6.57M - $7.17M
|
41.6K
$10.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
839New |
$198K - $216K
|
839
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
97+ 3.04% |
$22.9K - $25K
|
3.29K
$809K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
398+ 2.62% |
$94K - $103K
|
15.6K
$3.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-24- 2.22% |
$5.67K - $6.18K
|
1.06K
$260K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
62New |
$14.6K - $16K
|
62
$15.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
50+ 5.57% |
$11.8K - $12.9K
|
947
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.36K- 1.33% |
$320K - $349K
|
100K
$24.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
11+ 0.18% |
$2.6K - $2.83K
|
6.08K
$1.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-140- 2.95% |
$33.1K - $36.1K
|
4.61K
$1.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
781New |
$185K - $201K
|
781
$192K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
425+ 10.46% |
$100K - $110K
|
4.49K
$1.1M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
111New |
$26.2K - $28.6K
|
111
$27.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.04K- 0.35% |
$718K - $783K
|
866K
$213M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-30.5K- 3.87% |
$7.21M - $7.86M
|
758K
$187M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.52K+ 27.63% |
$1.07M - $1.16M
|
20.9K
$5.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
808New |
$191K - $208K
|
808
$199K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
840+ 5.9% |
$198K - $216K
|
15.1K
$3.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-541- 20.79% |
$128K - $139K
|
2.06K
$507K
|
|
|
Nov 13, 2025
Q3 2025
|
Crewe Advisors LLC
|
BUY
|
- |
8+ 1.58% |
$1.89K - $2.06K
|
513
$126K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
567+ 2.21% |
$134K - $146K
|
26.3K
$6.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
74.1KNew |
$17.5M - $19.1M
|
74.1K
$18.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-869- 1.22% |
$205K - $224K
|
70.5K
$17.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-718- 9.93% |
$170K - $185K
|
6.51K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2- 0.19% |
$473 - $515
|
1.04K
$256K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-24- 0.88% |
$5.67K - $6.18K
|
2.7K
$665K
|
|
|
Nov 13, 2025
Q3 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
4.04K+ 21.82% |
$954K - $1.04M
|
22.5K
$5.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-164- 5.91% |
$38.7K - $42.3K
|
2.61K
$643K
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.11K+ 106.3% |
$263K - $287K
|
2.16K
$532K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
561+ 5.68% |
$133K - $145K
|
10.4K
$2.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.49KNew |
$352K - $384K
|
1.49K
$367K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-86- 4.33% |
$20.3K - $22.2K
|
1.9K
$468K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 1.05% |
$1.42K - $1.55K
|
580
$143K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.15K+ 659.83% |
$1.69M - $1.84M
|
8.23K
$2.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.01KNew |
$239K - $261K
|
1.01K
$249K
|
|