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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
12.3KNew |
$2.41M - $2.82M
|
12.3K
$2.83M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
12K+ 18.29% |
$2.35M - $2.75M
|
77.6K
$17.9M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12K+ 31.86% |
$2.35M - $2.74M
|
49.5K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6K+ 23.95% |
$2.27M - $2.65M
|
59.8K
$13.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.5K+ 2.7% |
$2.25M - $2.64M
|
437K
$100M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
11.4K+ 73.49% |
$2.24M - $2.62M
|
27K
$6.21M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
11.2KNew |
$2.21M - $2.58M
|
11.2K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
11.2KNew |
$2.2M - $2.57M
|
11.2K
$2.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
10.9K+ 42.94% |
$2.14M - $2.5M
|
36.3K
$8.35M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.7K+ 60.43% |
$2.1M - $2.46M
|
28.4K
$6.55M
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
10.5K+ 14.39% |
$2.06M - $2.41M
|
83.7K
$19.3M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
10.5KNew |
$2.06M - $2.41M
|
10.5K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
10.5K+ 886.28% |
$2.05M - $2.4M
|
11.6K
$2.68M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
10.3KNew |
$2.03M - $2.37M
|
10.3K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.1K+ 112.29% |
$1.98M - $2.31M
|
19K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.88K+ 29.68% |
$1.94M - $2.27M
|
43.1K
$9.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
9.86K+ 246525.0% |
$1.93M - $2.26M
|
9.87K
$2.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
9.5KNew |
$1.86M - $2.18M
|
9.5K
$2.19M
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
9.32K+ 3.24% |
$1.83M - $2.14M
|
296K
$68.2M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
9.12K+ 7.8% |
$1.79M - $2.09M
|
126K
$29M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.98KNew |
$1.76M - $2.06M
|
8.98K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.95K+ 6.82% |
$1.76M - $2.05M
|
140K
$32.3M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.66K+ 69.0% |
$1.7M - $1.99M
|
21.2K
$4.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
8.37K+ 8.45% |
$1.64M - $1.92M
|
107K
$24.7M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.36K+ 115.27% |
$1.64M - $1.92M
|
15.6K
$3.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
8.3K+ 8.35% |
$1.63M - $1.91M
|
108K
$24.8M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.25K+ 56.45% |
$1.62M - $1.89M
|
22.9K
$5.26M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.04KNew |
$1.58M - $1.84M
|
8.04K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.88K+ 3.33% |
$1.55M - $1.81M
|
245K
$56.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
7.64K+ 40.17% |
$1.5M - $1.75M
|
26.7K
$6.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.63KNew |
$1.5M - $1.75M
|
7.63K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.61K+ 80.17% |
$1.49M - $1.75M
|
17.1K
$3.93M
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
7.42K+ 13.58% |
$1.46M - $1.7M
|
62.1K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.34K+ 29.12% |
$1.44M - $1.68M
|
32.5K
$7.49M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
7.2K+ 54.39% |
$1.41M - $1.65M
|
20.4K
$4.7M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.14K+ 108.86% |
$1.4M - $1.64M
|
13.7K
$3.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.05K+ 519.76% |
$1.38M - $1.62M
|
8.4K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.94K+ 35.87% |
$1.36M - $1.59M
|
26.3K
$6.05M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
6.63K+ 22.7% |
$1.3M - $1.52M
|
35.8K
$8.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
6KNew |
$1.18M - $1.38M
|
6K
$1.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.88K+ 18.7% |
$1.15M - $1.35M
|
37.3K
$8.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
5.85K+ 7.25% |
$1.15M - $1.34M
|
86.5K
$19.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
5.84K+ 2.93% |
$1.15M - $1.34M
|
205K
$47.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.5K+ 1.11% |
$1.08M - $1.26M
|
503K
$116M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.47K+ 0.28% |
$1.07M - $1.26M
|
1.96M
$451M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.4K+ 23.97% |
$1.06M - $1.24M
|
27.9K
$6.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.39K+ 115.06% |
$1.06M - $1.24M
|
10.1K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.39K+ 140.79% |
$1.06M - $1.24M
|
9.22K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
5.3KNew |
$1.04M - $1.22M
|
5.3K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.19K+ 56.76% |
$1.02M - $1.19M
|
14.3K
$3.3M
|