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 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.12K+ 5.22% |
$1M - $1.17M
|
103K
$23.9M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.04KNew |
$989K - $1.16M
|
5.04K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading LLC
|
BUY
|
- |
5KNew |
$980K - $1.15M
|
5K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4.89KNew |
$959K - $1.12M
|
4.89K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
4.78KNew |
$938K - $1.1M
|
4.78K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
4.64KNew |
$910K - $1.07M
|
4.64K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.42K+ 2.2% |
$868K - $1.02M
|
206K
$47.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4.35KNew |
$853K - $998K
|
4.35K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.31K+ 11.37% |
$845K - $989K
|
42.2K
$9.78M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.29K+ 4.85% |
$842K - $985K
|
92.9K
$21.5M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
4.2K+ 0.33% |
$824K - $964K
|
1.3M
$300M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.98KNew |
$780K - $913K
|
3.98K
$921K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.95K+ 8.73% |
$774K - $906K
|
49.1K
$11.4M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.87K+ 33.45% |
$760K - $889K
|
15.5K
$3.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.81K+ 74.1% |
$748K - $875K
|
8.96K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.61K+ 15.68% |
$708K - $828K
|
26.6K
$6.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3.6KNew |
$705K - $825K
|
3.6K
$833K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.5K+ 19.32% |
$686K - $803K
|
21.6K
$5.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.48K+ 10.89% |
$682K - $797K
|
35.4K
$8.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.37K+ 168600.0% |
$661K - $774K
|
3.37K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.37KNew |
$661K - $774K
|
3.37K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.21KNew |
$630K - $738K
|
3.21K
$744K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
3.17K+ 144.94% |
$621K - $727K
|
5.35K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
2.95K+ 157.82% |
$578K - $677K
|
4.82K
$1.12M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.91KNew |
$570K - $667K
|
2.91K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
2.83K+ 7.26% |
$554K - $649K
|
41.8K
$9.67M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.81K+ 37.46% |
$551K - $645K
|
10.3K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.8K+ 48.73% |
$549K - $642K
|
8.54K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.77K+ 5.42% |
$543K - $635K
|
53.8K
$12.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.72K+ 16.84% |
$534K - $625K
|
18.9K
$4.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.67K+ 8.39% |
$524K - $613K
|
34.5K
$7.98M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 24.03% |
$523K - $612K
|
13.8K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2.67K+ 5.71% |
$523K - $612K
|
49.3K
$11.4M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.61K+ 6.33% |
$512K - $599K
|
43.8K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.6KNew |
$510K - $597K
|
2.6K
$602K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.51KNew |
$492K - $576K
|
2.51K
$581K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
2.45K+ 209.74% |
$481K - $563K
|
3.62K
$839K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.41KNew |
$473K - $553K
|
2.41K
$558K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
2.4K+ 1.78% |
$471K - $552K
|
137K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.29K+ 20.68% |
$450K - $526K
|
13.4K
$3.1M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.27K+ 107.59% |
$445K - $520K
|
4.37K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.18K+ 3.3% |
$427K - $499K
|
68.1K
$15.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.17K+ 165.62% |
$425K - $498K
|
3.48K
$805K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
2.1K+ 15.2% |
$412K - $482K
|
15.9K
$3.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.09KNew |
$411K - $481K
|
2.09K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.09K+ 1.1% |
$409K - $479K
|
193K
$44.6M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.07KNew |
$406K - $475K
|
2.07K
$480K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.97K+ 7.31% |
$386K - $452K
|
28.9K
$6.69M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.94K+ 576.26% |
$381K - $446K
|
2.28K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.9K+ 26.73% |
$373K - $436K
|
9.01K
$2.09M
|