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 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-460- 15.85% |
$90.2K - $106K
|
2.44K
$566K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-463- 30.78% |
$90.8K - $106K
|
1.04K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-473- 2.13% |
$92.8K - $109K
|
21.7K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-490- 6.24% |
$96.1K - $112K
|
7.36K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-491- 17.48% |
$96.3K - $113K
|
2.32K
$537K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-491- 28.71% |
$96.3K - $113K
|
1.22K
$282K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-495- 5.01% |
$97.1K - $114K
|
9.39K
$2.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-505- 30.89% |
$99K - $116K
|
1.13K
$262K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-511- 0.67% |
$100K - $117K
|
75.5K
$17.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-512- 53.0% |
$100K - $117K
|
454
$105K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-513- 6.92% |
$101K - $118K
|
6.9K
$1.6M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-531- 0.8% |
$104K - $122K
|
66K
$15.3M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-537- 14.91% |
$105K - $123K
|
3.07K
$710K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-548- 2.32% |
$107K - $126K
|
23K
$5.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-550- 1.27% |
$108K - $126K
|
42.6K
$9.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-557- 20.12% |
$109K - $128K
|
2.21K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-566- 0.69% |
$111K - $130K
|
81.3K
$18.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-569- 6.4% |
$112K - $131K
|
8.32K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-571- 2.67% |
$112K - $131K
|
20.8K
$4.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-591- 26.6% |
$116K - $136K
|
1.63K
$378K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-648- 6.44% |
$127K - $149K
|
9.42K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-663- 1.87% |
$130K - $152K
|
34.8K
$8.06M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-683- 8.76% |
$134K - $157K
|
7.11K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-697- 3.19% |
$137K - $160K
|
21.2K
$4.9M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-702- 23.1% |
$138K - $161K
|
2.34K
$541K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-742- 6.67% |
$146K - $170K
|
10.4K
$2.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-754- 10.71% |
$148K - $173K
|
6.29K
$1.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-766- 25.57% |
$150K - $176K
|
2.23K
$516K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-780- 9.77% |
$153K - $179K
|
7.21K
$1.67M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-824- 1.96% |
$162K - $189K
|
41.2K
$9.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-844- 24.61% |
$166K - $194K
|
2.59K
$599K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-849- 13.85% |
$167K - $195K
|
5.28K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-875- 69.12% |
$172K - $201K
|
391
$90.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-893- 6.9% |
$175K - $205K
|
12.1K
$2.79M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-916- 10.01% |
$180K - $210K
|
8.23K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-931- 3.22% |
$183K - $214K
|
28K
$6.49M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-948- 25.03% |
$186K - $218K
|
2.84K
$657K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-961- 36.62% |
$188K - $221K
|
1.66K
$385K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-967- 19.98% |
$190K - $222K
|
3.87K
$897K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-995- 44.01% |
$195K - $228K
|
1.27K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.01K- 7.59% |
$198K - $231K
|
12.3K
$2.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.01K- 6.79% |
$198K - $232K
|
13.9K
$3.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.03K- 14.42% |
$201K - $235K
|
6.08K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.04K- 11.06% |
$203K - $238K
|
8.32K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.09K- 0.8% |
$215K - $251K
|
135K
$31.4M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.12K- 0.81% |
$219K - $257K
|
137K
$31.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.2K- 40.91% |
$236K - $276K
|
1.74K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.23K- 2.1% |
$241K - $282K
|
57.3K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.23K- 6.15% |
$241K - $282K
|
18.8K
$4.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.24K- 6.83% |
$243K - $284K
|
16.9K
$3.91M
|