Purchases and Sales Made in Q1 2025 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA MOMENTUM FACT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
10.7MNew |
$2.1B - $2.46B
|
10.7M
$2.48B
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
513K+ 7.42% |
$101M - $118M
|
7.42M
$1.72B
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
312K+ 1227.8% |
$61.2M - $71.6M
|
337K
$78.1M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
189K+ 21.67% |
$37.1M - $43.4M
|
1.06M
$246M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
152K+ 5.47% |
$29.8M - $34.9M
|
2.93M
$678M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
150K+ 19.96% |
$29.4M - $34.4M
|
901K
$209M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
142K+ 63.06% |
$27.8M - $32.6M
|
367K
$85M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
110K+ 71693.46% |
$21.5M - $25.2M
|
110K
$25.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
84.8K+ 12.18% |
$16.6M - $19.5M
|
781K
$181M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
79.5K+ 32.53% |
$15.6M - $18.2M
|
324K
$75M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
71.9K+ 187.6% |
$14.1M - $16.5M
|
110K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
69.1K+ 10.12% |
$13.6M - $15.9M
|
753K
$174M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
65.5K+ 200.53% |
$12.8M - $15M
|
98.1K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
61.9K+ 3.54% |
$12.1M - $14.2M
|
1.81M
$420M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
58.1K+ 145.16% |
$11.4M - $13.3M
|
98.1K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
50.5K+ 478.83% |
$9.89M - $11.6M
|
61K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50.4K+ 13.43% |
$9.89M - $11.6M
|
426K
$98.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.1K+ 4238.4% |
$9.24M - $10.8M
|
48.2K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
46.8KNew |
$9.19M - $10.7M
|
46.8K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
40.2KNew |
$7.89M - $9.23M
|
40.2K
$9.32M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
40K+ 55.71% |
$7.85M - $9.18M
|
112K
$25.9M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
37.1K+ 325.33% |
$7.28M - $8.52M
|
48.5K
$11.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
35.6KNew |
$6.98M - $8.16M
|
35.6K
$8.24M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
35K+ 261.89% |
$6.86M - $8.03M
|
48.4K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.9K+ 5.21% |
$6.84M - $8M
|
705K
$163M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.1K+ 18.17% |
$6.48M - $7.59M
|
215K
$49.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29.9K+ 17512.28% |
$5.87M - $6.87M
|
30.1K
$6.97M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.1K+ 1.28% |
$5.51M - $6.45M
|
2.22M
$515M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
26.2KNew |
$5.14M - $6.01M
|
26.2K
$6.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
26.1KNew |
$5.12M - $5.99M
|
26.1K
$6.04M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.4K+ 5.33% |
$4.98M - $5.83M
|
502K
$116M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
25.1K+ 1651.75% |
$4.91M - $5.75M
|
26.6K
$6.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24.3K+ 185.78% |
$4.76M - $5.57M
|
37.3K
$8.65M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
23.9K+ 2.4% |
$4.69M - $5.49M
|
1.02M
$236M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
23.8KNew |
$4.66M - $5.46M
|
23.8K
$5.51M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22.8K+ 194.25% |
$4.47M - $5.24M
|
34.6K
$8M
|
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
22.4KNew |
$4.39M - $5.14M
|
22.4K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.9KNew |
$4.3M - $5.03M
|
21.9K
$5.08M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.3K+ 6.38% |
$4.17M - $4.88M
|
355K
$82.2M
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
21.1KNew |
$4.13M - $4.83M
|
21.1K
$4.88M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
20.1K+ 441.75% |
$3.95M - $4.62M
|
24.7K
$5.72M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
18.2KNew |
$3.57M - $4.17M
|
18.2K
$4.21M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17K+ 14.71% |
$3.33M - $3.89M
|
132K
$30.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
16.7K+ 86.21% |
$3.27M - $3.82M
|
36K
$8.33M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
16.1KNew |
$3.16M - $3.7M
|
16.1K
$3.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
15.8KNew |
$3.09M - $3.62M
|
15.8K
$3.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
14.9K+ 678.49% |
$2.91M - $3.41M
|
17K
$3.95M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
14.2KNew |
$2.78M - $3.25M
|
14.2K
$3.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
13.6KNew |
$2.67M - $3.13M
|
13.6K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13K+ 49.56% |
$2.55M - $2.99M
|
39.3K
$9.09M
|