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
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-10- 3.58% |
$1.96K - $2.29K
|
269
$62.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-10- 0.31% |
$1.96K - $2.29K
|
3.23K
$748K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-10- 0.56% |
$1.96K - $2.29K
|
1.78K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-10- 11.63% |
$1.96K - $2.29K
|
76
$17.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-12- 0.85% |
$2.35K - $2.75K
|
1.4K
$323K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-14- 0.14% |
$2.75K - $3.21K
|
10.1K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-15- 0.25% |
$2.94K - $3.44K
|
6.07K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-16- 3.86% |
$3.14K - $3.67K
|
399
$92.4K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-16- 0.26% |
$3.14K - $3.67K
|
6.07K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-18- 1.46% |
$3.53K - $4.13K
|
1.22K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-19- 0.26% |
$3.73K - $4.36K
|
7.37K
$1.71M
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-20- 11.76% |
$3.92K - $4.59K
|
150
$34.7K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-21- 0.23% |
$4.12K - $4.82K
|
9.04K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 35.59% |
$4.12K - $4.82K
|
38
$8.8K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-22- 0.09% |
$4.31K - $5.05K
|
25.1K
$5.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-22- 7.17% |
$4.31K - $5.05K
|
285
$66K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-23- 18.7% |
$4.51K - $5.28K
|
100
$23.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-24- 0.38% |
$4.71K - $5.51K
|
6.24K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-28- 1.42% |
$5.49K - $6.43K
|
1.95K
$451K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-29- 0.85% |
$5.69K - $6.65K
|
3.39K
$785K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-30- 1.5% |
$5.88K - $6.88K
|
1.97K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-31- 13.25% |
$6.08K - $7.11K
|
203
$47K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-33- 2.24% |
$6.47K - $7.57K
|
1.44K
$333K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 3.5% |
$6.67K - $7.8K
|
937
$217K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-35- 0.57% |
$6.86K - $8.03K
|
6.09K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-37- 1.76% |
$7.26K - $8.49K
|
2.07K
$479K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-38- 2.83% |
$7.45K - $8.72K
|
1.3K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-38- 4.54% |
$7.45K - $8.72K
|
799
$185K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-39- 0.83% |
$7.65K - $8.95K
|
4.65K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-39- 0.6% |
$7.65K - $8.95K
|
6.51K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-40- 3.07% |
$7.84K - $9.18K
|
1.26K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-42- 3.65% |
$8.24K - $9.64K
|
1.11K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-42- 3.13% |
$8.24K - $9.64K
|
1.3K
$301K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-42- 2.31% |
$8.24K - $9.64K
|
1.78K
$411K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-44- 1.28% |
$8.63K - $10.1K
|
3.39K
$785K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-46- 2.01% |
$9.02K - $10.6K
|
2.24K
$519K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-46- 0.83% |
$9.02K - $10.6K
|
5.52K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-47- 1.97% |
$9.22K - $10.8K
|
2.33K
$540K
|
|
|
May 05, 2025
Q1 2025
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-47- 1.23% |
$9.22K - $10.8K
|
3.76K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-47- 3.45% |
$9.22K - $10.8K
|
1.31K
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50- 1.37% |
$9.81K - $11.5K
|
3.59K
$832K
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-50- 2.92% |
$9.81K - $11.5K
|
1.67K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-50- 16.67% |
$9.81K - $11.5K
|
250
$57.9K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-52- 1.1% |
$10.2K - $11.9K
|
4.66K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-53- 0.12% |
$10.4K - $12.2K
|
42.5K
$9.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-61- 4.83% |
$12K - $14K
|
1.2K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-61- 32.45% |
$12K - $14K
|
127
$29.4K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-62- 1.27% |
$12.2K - $14.2K
|
4.8K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-64- 4.66% |
$12.6K - $14.7K
|
1.31K
$303K
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-65- 3.75% |
$12.7K - $14.9K
|
1.67K
$387K
|