Latest Institutional Purchases of Ishares Msci Usa Momentum Fact (MTUM)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Momentum Fact (MTUM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
917KNew |
$166M - $220M
|
917K
$220M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
660KNew |
$119M - $159M
|
660K
$158M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
457KNew |
$82.7M - $110M
|
457K
$110M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
93.3K+ 10.08% |
$16.9M - $22.4M
|
1.02M
$245M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
33.4KNew |
$6.04M - $8.03M
|
33.4K
$8.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
27.8K+ 28.36% |
$5.03M - $6.69M
|
126K
$30.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
23.4KNew |
$4.23M - $5.62M
|
23.4K
$5.61M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
17.5K+ 5.92% |
$3.17M - $4.21M
|
314K
$75.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
16.3KNew |
$2.95M - $3.92M
|
16.3K
$3.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
15.8K+ 7.69% |
$2.85M - $3.79M
|
221K
$53M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.9K+ 130.34% |
$2.7M - $3.59M
|
26.4K
$6.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.4K+ 1.11% |
$2.06M - $2.73M
|
1.03M
$248M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
11.3K+ 10.54% |
$2.05M - $2.72M
|
119K
$28.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
11.3KNew |
$2.04M - $2.72M
|
11.3K
$2.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
11K+ 12.76% |
$2M - $2.65M
|
97.6K
$23.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.25K+ 407.13% |
$1.67M - $2.22M
|
11.5K
$2.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
9.05K+ 92.92% |
$1.64M - $2.17M
|
18.8K
$4.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.46KNew |
$1.53M - $2.03M
|
8.46K
$2.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
7.45K+ 184.81% |
$1.35M - $1.79M
|
11.5K
$2.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.31KNew |
$1.32M - $1.76M
|
7.31K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6.81K+ 539.03% |
$1.23M - $1.64M
|
8.07K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.54K+ 75.6% |
$1.18M - $1.57M
|
15.2K
$3.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.75K+ 144.38% |
$1.04M - $1.38M
|
9.72K
$2.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.6K+ 332.52% |
$1.01M - $1.35M
|
7.29K
$1.75M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.02K+ 26.34% |
$907K - $1.21M
|
24.1K
$5.78M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
5KNew |
$903K - $1.2M
|
5K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.84KNew |
$876K - $1.16M
|
4.84K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.59KNew |
$831K - $1.1M
|
4.59K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4.14K+ 4.98% |
$748K - $994K
|
87.2K
$20.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.5K+ 14.86% |
$633K - $841K
|
27K
$6.49M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
3.43KNew |
$620K - $824K
|
3.43K
$823K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.95K+ 60.25% |
$533K - $708K
|
7.84K
$1.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
2.61KNew |
$473K - $628K
|
2.61K
$628K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.45K+ 1.19% |
$443K - $588K
|
208K
$50M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.25K+ 16.51% |
$407K - $541K
|
15.9K
$3.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.18K+ 1.72% |
$395K - $525K
|
129K
$30.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.03K+ 8.52% |
$366K - $487K
|
25.8K
$6.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2K+ 21.05% |
$362K - $481K
|
11.5K
$2.76M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.75KNew |
$316K - $420K
|
1.75K
$420K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.73K+ 43.44% |
$313K - $416K
|
5.72K
$1.37M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1.63K+ 32.78% |
$295K - $393K
|
6.62K
$1.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
1.47KNew |
$265K - $353K
|
1.47K
$352K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.44K+ 59.83% |
$261K - $347K
|
3.85K
$925K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.3K+ 16.26% |
$235K - $312K
|
9.27K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.23K+ 859.44% |
$222K - $295K
|
1.37K
$329K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.21KNew |
$220K - $292K
|
1.21K
$291K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.21K+ 177.86% |
$219K - $292K
|
1.9K
$455K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.17KNew |
$211K - $281K
|
1.17K
$281K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.17K+ 1534.21% |
$211K - $280K
|
1.24K
$298K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17KNew |
$211K - $280K
|
1.17K
$280K
|