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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-71- 4.11% |
$13.9K - $16.3K
|
1.66K
$383K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-72- 4.14% |
$14.1K - $16.5K
|
1.67K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-77- 0.66% |
$15.1K - $17.7K
|
11.6K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-78- 5.01% |
$15.3K - $17.9K
|
1.48K
$342K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-78- 9.33% |
$15.3K - $17.9K
|
758
$176K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-80- 7.19% |
$15.7K - $18.4K
|
1.03K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-83- 1.57% |
$16.3K - $19K
|
5.2K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-87- 6.54% |
$17.1K - $20K
|
1.24K
$288K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-90- 6.38% |
$17.7K - $20.7K
|
1.32K
$306K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-92- 0.01% |
$18K - $21.1K
|
1.07M
$248M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-97- 0.76% |
$19K - $22.3K
|
12.7K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 1.29% |
$19.6K - $22.9K
|
7.68K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-100- 4.57% |
$19.6K - $22.9K
|
2.09K
$483K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-105- 0.89% |
$20.6K - $24.1K
|
11.7K
$2.72M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-106- 1.93% |
$20.8K - $24.3K
|
5.39K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-106- 0.58% |
$20.8K - $24.3K
|
18.1K
$4.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-107- 2.26% |
$21K - $24.6K
|
4.64K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-109- 4.49% |
$21.4K - $25K
|
2.32K
$536K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-110- 4.15% |
$21.6K - $25.2K
|
2.54K
$588K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-112- 2.65% |
$22K - $25.7K
|
4.12K
$953K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-113- 0.37% |
$22.2K - $25.9K
|
30.3K
$7.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-117- 1.74% |
$22.9K - $26.8K
|
6.62K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-120- 3.06% |
$23.5K - $27.5K
|
3.8K
$879K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-121- 5.45% |
$23.7K - $27.8K
|
2.1K
$486K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-128- 5.95% |
$25.1K - $29.4K
|
2.02K
$468K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-132- 3.48% |
$25.9K - $30.3K
|
3.67K
$849K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-136- 11.88% |
$26.7K - $31.2K
|
1.01K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-143- 8.49% |
$28K - $32.8K
|
1.54K
$357K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-146- 4.43% |
$28.6K - $33.5K
|
3.15K
$730K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-149- 9.93% |
$29.2K - $34.2K
|
1.35K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-149- 0.75% |
$29.2K - $34.2K
|
19.6K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-151- 5.77% |
$29.6K - $34.7K
|
2.47K
$571K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-155- 3.71% |
$30.4K - $35.6K
|
4.02K
$931K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-156- 27.96% |
$30.6K - $35.8K
|
402
$93.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-158- 2.73% |
$31K - $36.3K
|
5.63K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-160- 97.56% |
$31.4K - $36.7K
|
4
$926
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-164- 2.81% |
$32.2K - $37.6K
|
5.67K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-166- 8.13% |
$32.6K - $38.1K
|
1.88K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-172- 2.88% |
$33.7K - $39.5K
|
5.81K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-172- 56.95% |
$33.7K - $39.5K
|
130
$30.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-176- 4.91% |
$34.5K - $40.4K
|
3.41K
$789K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-178- 4.74% |
$34.9K - $40.8K
|
3.58K
$828K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-178- 12.31% |
$34.9K - $40.8K
|
1.27K
$294K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-183- 2.66% |
$35.9K - $42K
|
6.69K
$1.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-185- 9.21% |
$36.3K - $42.5K
|
1.82K
$422K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-190- 4.7% |
$37.3K - $43.6K
|
3.85K
$892K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-200- 7.93% |
$39.2K - $45.9K
|
2.32K
$537K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-201- 7.37% |
$39.4K - $46.1K
|
2.53K
$585K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-205- 4.07% |
$40.2K - $47K
|
4.84K
$1.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-206- 19.11% |
$40.4K - $47.3K
|
872
$202K
|