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 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.89KNew |
$370K - $433K
|
1.89K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.85K+ 56.09% |
$363K - $425K
|
5.15K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.84KNew |
$361K - $423K
|
1.84K
$426K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.83K+ 21.96% |
$359K - $420K
|
10.2K
$2.35M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.8K+ 7.05% |
$352K - $412K
|
27.3K
$6.32M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.79K+ 1516.1% |
$351K - $411K
|
1.91K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.75KNew |
$344K - $402K
|
1.75K
$406K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.7K+ 1.93% |
$334K - $391K
|
89.8K
$20.8M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.7K+ 58.99% |
$333K - $390K
|
4.58K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.7K+ 11.52% |
$332K - $389K
|
16.4K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.68KNew |
$330K - $386K
|
1.68K
$389K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.68K+ 84.73% |
$329K - $385K
|
3.65K
$846K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.68K+ 71.43% |
$329K - $384K
|
4.02K
$931K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.66K+ 3.69% |
$326K - $381K
|
46.8K
$10.8M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
1.65K+ 7.82% |
$324K - $380K
|
22.8K
$5.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
1.65K+ 2.64% |
$323K - $378K
|
64K
$14.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.6K+ 10.25% |
$313K - $366K
|
17.2K
$3.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.59KNew |
$312K - $365K
|
1.59K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
1.57KNew |
$307K - $359K
|
1.57K
$363K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.55K+ 10.83% |
$305K - $357K
|
15.9K
$3.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 6.65% |
$304K - $356K
|
24.9K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.54K+ 8.22% |
$302K - $353K
|
20.2K
$4.69M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.52KNew |
$297K - $348K
|
1.52K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.5K+ 31.25% |
$294K - $344K
|
6.3K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.49K+ 11.28% |
$291K - $341K
|
14.7K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.48KNew |
$290K - $340K
|
1.48K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.48K+ 4.72% |
$290K - $339K
|
32.8K
$7.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 184.19% |
$281K - $329K
|
2.21K
$512K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.4K+ 6.07% |
$274K - $321K
|
24.4K
$5.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.39K+ 6.25% |
$272K - $318K
|
23.5K
$5.45M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
1.38K+ 12.36% |
$270K - $316K
|
12.5K
$2.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.37K+ 119.1% |
$269K - $315K
|
2.52K
$584K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.37K+ 3.32% |
$268K - $314K
|
42.6K
$9.87M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.34K+ 4.85% |
$263K - $308K
|
29K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 22.02% |
$263K - $307K
|
7.42K
$1.72M
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
1.33K+ 11.43% |
$261K - $306K
|
13K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.32KNew |
$258K - $302K
|
1.32K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.3KNew |
$255K - $299K
|
1.3K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.3K+ 8.2% |
$254K - $297K
|
17.1K
$3.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.29K+ 1.03% |
$253K - $296K
|
127K
$29.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.27K+ 16.72% |
$249K - $291K
|
8.86K
$2.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.25KNew |
$245K - $287K
|
1.25K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.24K+ 63.54% |
$243K - $284K
|
3.19K
$738K
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
1.23KNew |
$241K - $282K
|
1.23K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
1.22K+ 0.76% |
$239K - $280K
|
161K
$37.2M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 3.13% |
$238K - $279K
|
40K
$9.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.21KNew |
$237K - $278K
|
1.21K
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.21K+ 59.93% |
$237K - $277K
|
3.22K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.21K+ 12.22% |
$236K - $277K
|
11.1K
$2.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.19K+ 13.9% |
$233K - $273K
|
9.74K
$2.26M
|