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 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-391- 17.94% |
$76.7K - $89.7K
|
1.79K
$358K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-404- 17.17% |
$79.2K - $92.7K
|
1.95K
$390K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-495- 5.01% |
$97.1K - $114K
|
9.39K
$1.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-505- 30.89% |
$99K - $116K
|
1.13K
$226K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-557- 20.12% |
$109K - $128K
|
2.21K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-571- 2.67% |
$112K - $131K
|
20.8K
$4.17M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-754- 10.71% |
$148K - $173K
|
6.29K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-766- 25.57% |
$150K - $176K
|
2.23K
$447K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-780- 9.77% |
$153K - $179K
|
7.21K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-844- 24.61% |
$166K - $194K
|
2.59K
$518K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.03K- 14.42% |
$201K - $235K
|
6.08K
$1.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.2K- 40.91% |
$236K - $276K
|
1.74K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-1.23K- 2.1% |
$241K - $282K
|
57.3K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.24K- 6.83% |
$243K - $284K
|
16.9K
$3.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 21.85% |
$256K - $300K
|
4.67K
$936K
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.52K- 7.78% |
$298K - $349K
|
18K
$3.61M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-1.53K- 11.4% |
$300K - $351K
|
11.9K
$2.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.62K- 24.17% |
$317K - $371K
|
5.08K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-1.8K- 26.51% |
$353K - $413K
|
4.99K
$999K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-2.04K- 84.32% |
$401K - $469K
|
380
$76.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-2.62K- 52.3% |
$515K - $602K
|
2.39K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.8K- 64.19% |
$941K - $1.1M
|
2.68K
$536K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.13K- 50.87% |
$1.01M - $1.18M
|
4.95K
$992K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-5.8K- 59.02% |
$1.14M - $1.33M
|
4.03K
$807K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-7.33K- 49.35% |
$1.44M - $1.68M
|
7.53K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.7K- 1.88% |
$3.48M - $4.07M
|
926K
$185M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21.3K- 90.35% |
$4.17M - $4.88M
|
2.27K
$455K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-23.3K- 1.9% |
$4.57M - $5.34M
|
1.2M
$241M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.2K- 12.13% |
$5.14M - $6.01M
|
190K
$38M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-26.4K- 15.86% |
$5.17M - $6.05M
|
140K
$28M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-27.7K- 42.17% |
$5.42M - $6.35M
|
37.9K
$7.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-30K- 99.51% |
$5.88M - $6.88M
|
149
$29.8K
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-35.6K- 20.13% |
$6.97M - $8.16M
|
141K
$28.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
SELL
|
- |
-63.9K- 23.93% |
$12.5M - $14.7M
|
203K
$40.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-165K- 93.96% |
$32.3M - $37.8M
|
10.6K
$2.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-169K- 68.43% |
$33.1M - $38.7M
|
77.9K
$15.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-183K- 26.6% |
$36M - $42.1M
|
506K
$101M
|