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 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-209- 2.52% |
$41K - $48K
|
8.09K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-215- 15.69% |
$42.2K - $49.3K
|
1.16K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-216- 1.13% |
$42.4K - $49.6K
|
18.9K
$4.37M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-216- 12.53% |
$42.4K - $49.6K
|
1.51K
$349K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-221- 16.44% |
$43.3K - $50.7K
|
1.12K
$260K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-221- 13.01% |
$43.3K - $50.7K
|
1.48K
$342K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-222- 68.94% |
$43.5K - $50.9K
|
100
$23.2K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-223- 1.57% |
$43.7K - $51.2K
|
13.9K
$3.23M
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-224- 7.94% |
$43.9K - $51.4K
|
2.6K
$602K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-227- 12.65% |
$44.5K - $52.1K
|
1.57K
$363K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-228- 3.53% |
$44.7K - $52.3K
|
6.22K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-232- 6.49% |
$45.5K - $53.2K
|
3.34K
$774K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-236- 3.21% |
$46.3K - $54.2K
|
7.13K
$1.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-241- 2.89% |
$47.3K - $55.3K
|
8.11K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-242- 2.87% |
$47.5K - $55.5K
|
8.19K
$1.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-256- 0.52% |
$50.2K - $58.7K
|
48.9K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-260- 9.18% |
$51K - $59.7K
|
2.57K
$596K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-267- 8.4% |
$52.4K - $61.3K
|
2.91K
$674K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-271- 5.17% |
$53.1K - $62.2K
|
4.97K
$1.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-276- 2.67% |
$54.1K - $63.3K
|
10.1K
$2.33M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-280- 1.72% |
$54.9K - $64.3K
|
16K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-280- 24.89% |
$54.9K - $64.3K
|
845
$196K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-284- 9.5% |
$55.7K - $65.2K
|
2.71K
$626K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-285- 3.91% |
$55.9K - $65.4K
|
7K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-293- 0.39% |
$57.5K - $67.2K
|
75.3K
$17.4M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-294- 6.11% |
$57.7K - $67.5K
|
4.52K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-298- 41.16% |
$58.4K - $68.4K
|
426
$98.6K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-307- 2.64% |
$60.2K - $70.5K
|
11.3K
$2.62M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-308- 5.71% |
$60.4K - $70.7K
|
5.09K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-312- 2.92% |
$61.2K - $71.6K
|
10.4K
$2.4M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-313- 2.62% |
$61.4K - $71.8K
|
11.6K
$2.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-322- 1.79% |
$63.2K - $73.9K
|
17.7K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-323- 2.89% |
$63.3K - $74.1K
|
10.9K
$2.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-329- 7.71% |
$64.5K - $75.5K
|
3.94K
$912K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-332- 23.27% |
$65.1K - $76.2K
|
1.1K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-333- 22.21% |
$65.3K - $76.4K
|
1.17K
$270K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-333- 15.96% |
$65.3K - $76.4K
|
1.75K
$406K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-336- 15.36% |
$65.9K - $77.1K
|
1.85K
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-344- 19.24% |
$67.5K - $78.9K
|
1.44K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-346- 2.25% |
$67.9K - $79.4K
|
15.1K
$3.49M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-347- 8.27% |
$68.1K - $79.6K
|
3.85K
$891K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-357- 16.33% |
$70K - $81.9K
|
1.83K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-384- 1.11% |
$75.3K - $88.1K
|
34.2K
$7.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-391- 17.94% |
$76.7K - $89.7K
|
1.79K
$414K
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-396- 0.55% |
$77.7K - $90.9K
|
71.7K
$16.6M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-397- 5.59% |
$77.9K - $91.1K
|
6.7K
$1.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-404- 17.17% |
$79.2K - $92.7K
|
1.95K
$451K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-408- 6.42% |
$80K - $93.6K
|
5.95K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-419- 52.9% |
$82.2K - $96.2K
|
373
$86.4K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-436- 3.62% |
$85.5K - $100K
|
11.6K
$2.68M
|