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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.6K- 88.09% |
$3.25M - $3.8M
|
2.24K
$519K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.7K- 1.88% |
$3.48M - $4.07M
|
926K
$214M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-17.7K- 1.9% |
$3.48M - $4.07M
|
917K
$212M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.9K- 4.6% |
$3.51M - $4.11M
|
372K
$86M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.3K- 90.35% |
$4.17M - $4.88M
|
2.27K
$526K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23.1KClosed |
$4.54M - $5.31M
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23.3K- 1.9% |
$4.57M - $5.34M
|
1.2M
$278M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-24.1K- 25.52% |
$4.72M - $5.53M
|
70.3K
$16.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.2K- 12.13% |
$5.14M - $6.01M
|
190K
$43.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-26.4K- 15.86% |
$5.17M - $6.05M
|
140K
$32.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-27.7K- 42.17% |
$5.42M - $6.35M
|
37.9K
$8.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-30K- 99.51% |
$5.88M - $6.88M
|
149
$34.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-35.6K- 20.13% |
$6.97M - $8.16M
|
141K
$32.7M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-43.1K- 79.25% |
$8.44M - $9.88M
|
11.3K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-43.7K- 93.85% |
$8.56M - $10M
|
2.86K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-55.4K- 61.89% |
$10.9M - $12.7M
|
34.1K
$7.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-57.3K- 46.32% |
$11.2M - $13.1M
|
66.3K
$15.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-63.9K- 23.93% |
$12.5M - $14.7M
|
203K
$47M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-65.3K- 99.99% |
$12.8M - $15M
|
4
$926
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-82.5K- 12.95% |
$16.2M - $18.9M
|
555K
$128M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-87.4K- 99.83% |
$17.1M - $20.1M
|
153
$35.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-165K- 93.96% |
$32.3M - $37.8M
|
10.6K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-169K- 68.43% |
$33.1M - $38.7M
|
77.9K
$18M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-176K- 75.84% |
$34.5M - $40.4M
|
56.1K
$13M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-183K- 26.6% |
$36M - $42.1M
|
506K
$117M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-225K- 79.54% |
$44.2M - $51.7M
|
57.9K
$13.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-288K- 25.5% |
$56.4M - $66M
|
840K
$195M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-310K- 91.8% |
$60.7M - $71M
|
27.7K
$6.4M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-468K- 30.63% |
$91.8M - $107M
|
1.06M
$246M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-849K- 74.65% |
$166M - $195M
|
288K
$66.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.06M- 8.43% |
$208M - $244M
|
11.5M
$2.67B
|
|
|
May 15, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
SELL
|
- |
-10.6M- 98.73% |
$2.07B - $2.42B
|
136K
$31.5M
|