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 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.27K- 89.87% |
$249K - $291K
|
143
$33.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 21.85% |
$256K - $300K
|
4.67K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.52K- 7.78% |
$298K - $349K
|
18K
$4.17M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-1.53K- 11.4% |
$300K - $351K
|
11.9K
$2.75M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.6K- 0.88% |
$313K - $366K
|
180K
$41.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.62K- 24.17% |
$317K - $371K
|
5.08K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.64K- 8.83% |
$322K - $377K
|
17K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.65K- 15.05% |
$323K - $378K
|
9.29K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-1.8K- 26.51% |
$353K - $413K
|
4.99K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.83K- 5.15% |
$360K - $421K
|
33.8K
$7.82M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.87K- 91.35% |
$367K - $429K
|
177
$41K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.96KClosed |
$384K - $450K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.96K- 2.0% |
$384K - $450K
|
95.9K
$22.2M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.97K- 4.82% |
$386K - $452K
|
38.9K
$9M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-2.04K- 84.32% |
$401K - $469K
|
380
$88K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.05K- 29.25% |
$401K - $470K
|
4.95K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-2.05K- 2.41% |
$402K - $470K
|
83K
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.1K- 4.96% |
$412K - $482K
|
40.3K
$9.32M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.13K- 11.37% |
$417K - $488K
|
16.6K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.26K- 2.33% |
$442K - $518K
|
94.6K
$21.9M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.28K- 2.2% |
$448K - $524K
|
102K
$23.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.3K- 37.99% |
$452K - $529K
|
3.76K
$871K
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-2.47K- 8.17% |
$484K - $567K
|
27.8K
$6.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-2.62K- 52.3% |
$515K - $602K
|
2.39K
$554K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.73K- 17.63% |
$534K - $625K
|
12.7K
$2.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.78K- 0.93% |
$545K - $637K
|
297K
$68.7M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.79K- 62.39% |
$548K - $641K
|
1.68K
$390K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3.21K- 72.91% |
$630K - $737K
|
1.19K
$276K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.96K- 3.99% |
$777K - $909K
|
95.3K
$22.1M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.15K- 18.99% |
$815K - $953K
|
17.7K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-4.3K- 1.57% |
$843K - $987K
|
269K
$62.3M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.5K- 5.07% |
$883K - $1.03M
|
84.2K
$19.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.58K- 23.75% |
$897K - $1.05M
|
14.7K
$3.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.8K- 64.19% |
$941K - $1.1M
|
2.68K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.08K- 6.32% |
$996K - $1.17M
|
75.3K
$17.4M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-5.11K- 76.92% |
$1M - $1.17M
|
1.53K
$355K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.13K- 50.87% |
$1.01M - $1.18M
|
4.95K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-5.33K- 32.88% |
$1.05M - $1.22M
|
10.9K
$2.52M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.52K- 13.86% |
$1.08M - $1.27M
|
34.3K
$7.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-5.8K- 59.02% |
$1.14M - $1.33M
|
4.03K
$933K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.93K- 13.15% |
$1.16M - $1.36M
|
39.2K
$9.08M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.1K- 6.48% |
$1.2M - $1.4M
|
88K
$20.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-7.09K- 3.35% |
$1.39M - $1.63M
|
204K
$47.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-7.33K- 49.35% |
$1.44M - $1.68M
|
7.53K
$1.74M
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-9.45K- 11.54% |
$1.85M - $2.17M
|
72.4K
$16.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 50.96% |
$2.2M - $2.57M
|
10.8K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-11.4K- 67.79% |
$2.24M - $2.63M
|
5.44K
$1.26M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.5K- 23.7% |
$2.26M - $2.64M
|
37K
$8.57M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.6K- 38.97% |
$2.48M - $2.9M
|
19.8K
$4.58M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-13.6K- 16.21% |
$2.68M - $3.13M
|
70.6K
$16.3M
|