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 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.51K- 51.16% |
$592K - $646K
|
2.39K
$589K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
337K+ 14.65% |
$79.7M - $86.9M
|
2.64M
$649M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-52- 3.79% |
$12.3K - $13.4K
|
1.32K
$325K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
59+ 46.46% |
$13.9K - $15.2K
|
186
$45.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-758- 10.99% |
$179K - $195K
|
6.14K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.18K+ 30.42% |
$751K - $819K
|
13.6K
$3.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.16K+ 123.04% |
$274K - $299K
|
2.1K
$517K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-13- 0.94% |
$3.07K - $3.35K
|
1.38K
$338K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.3K+ 11.44% |
$5.97M - $6.51M
|
246K
$60.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6K- 45.49% |
$1.42M - $1.55M
|
7.19K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
252+ 25.98% |
$59.5K - $64.9K
|
1.22K
$301K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
605+ 30.16% |
$143K - $156K
|
2.61K
$642K
|
|
|
Nov 12, 2025
Q3 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
114+ 6.77% |
$26.9K - $29.4K
|
1.8K
$443K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1+ 0.23% |
$236 - $258
|
431
$106K
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-45- 0.45% |
$10.6K - $11.6K
|
10.1K
$2.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
139+ 604.35% |
$32.8K - $35.8K
|
162
$39.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
1.89KNew |
$447K - $487K
|
1.89K
$465K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
113+ 8.88% |
$26.7K - $29.1K
|
1.39K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.4K- 51.06% |
$567K - $618K
|
2.3K
$566K
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6- 0.03% |
$1.42K - $1.55K
|
18.4K
$4.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-182- 17.3% |
$43K - $46.9K
|
870
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.37KNew |
$323K - $352K
|
1.37K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
18+ 22.22% |
$4.25K - $4.64K
|
99
$24.4K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.08% |
$1.42K - $1.55K
|
7.33K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
10New |
$2.36K - $2.58K
|
10
$2.46K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
1.37KNew |
$323K - $352K
|
1.37K
$336K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
400+ 1.04% |
$94.5K - $103K
|
38.9K
$9.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-93- 4.62% |
$22K - $24K
|
1.92K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-116K- 76.73% |
$27.4M - $29.8M
|
35.1K
$8.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
6.53K+ 910.88% |
$1.54M - $1.68M
|
7.25K
$1.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.62K+ 6.46% |
$383K - $417K
|
26.7K
$6.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
787New |
$186K - $203K
|
787
$194K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
724+ 71.19% |
$171K - $187K
|
1.74K
$428K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
291+ 15.72% |
$68.7K - $75K
|
2.14K
$527K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-253- 4.33% |
$59.8K - $65.2K
|
5.59K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-32.9K- 30.64% |
$7.76M - $8.47M
|
74.4K
$18.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-24- 0.23% |
$5.67K - $6.18K
|
10.5K
$2.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
4.08K+ 126.65% |
$963K - $1.05M
|
7.3K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
22New |
$5.2K - $5.67K
|
22
$5.41K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 7.76% |
$23.6K - $25.8K
|
1.19K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
24+ 0.23% |
$5.67K - $6.18K
|
10.2K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
540+ 12.57% |
$128K - $139K
|
4.84K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
968+ 1.33% |
$229K - $249K
|
73.8K
$18.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.06K+ 85.69% |
$722K - $787K
|
6.62K
$1.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
63New |
$14.9K - $16.2K
|
63
$15.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-326- 65.73% |
$77K - $84K
|
170
$41.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
6.95KNew |
$1.64M - $1.79M
|
6.95K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-875- 1.47% |
$207K - $225K
|
58.8K
$14.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-157K- 34.4% |
$37.1M - $40.5M
|
299K
$73.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
20+ 58.82% |
$4.73K - $5.15K
|
54
$13.3K
|
|