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
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$231K - $270K
|
1.18K
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.17K+ 5.04% |
$230K - $269K
|
24.5K
$5.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.17KNew |
$229K - $268K
|
1.17K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.16KNew |
$228K - $266K
|
1.16K
$269K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.15K+ 18.62% |
$226K - $264K
|
7.33K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
1.12KNew |
$219K - $257K
|
1.12K
$259K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.12KNew |
$219K - $256K
|
1.12K
$258K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.09K+ 74.06% |
$213K - $250K
|
2.56K
$592K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.09K+ 16.35% |
$213K - $249K
|
7.73K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.09K+ 29.48% |
$213K - $249K
|
4.77K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.08K+ 0.36% |
$212K - $248K
|
299K
$69.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.07K+ 16.82% |
$209K - $245K
|
7.4K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.06KNew |
$208K - $243K
|
1.06K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.03KNew |
$202K - $237K
|
1.03K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.01K+ 55.14% |
$199K - $232K
|
2.85K
$660K
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
BUY
|
- |
1K+ 4.37% |
$197K - $230K
|
24K
$5.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
991+ 6.73% |
$194K - $227K
|
15.7K
$3.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
955+ 13.6% |
$187K - $219K
|
7.98K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
940+ 6.91% |
$184K - $216K
|
14.5K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
931+ 0.26% |
$183K - $214K
|
358K
$83M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
913+ 2.86% |
$179K - $210K
|
32.9K
$7.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
888+ 57.74% |
$174K - $204K
|
2.43K
$562K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
868+ 69.33% |
$170K - $199K
|
2.12K
$491K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
862+ 13.48% |
$169K - $198K
|
7.26K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
816+ 0.83% |
$160K - $187K
|
99.1K
$22.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
813+ 17.77% |
$159K - $187K
|
5.39K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
793+ 4.55% |
$156K - $182K
|
18.2K
$4.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
785+ 33.09% |
$154K - $180K
|
3.16K
$731K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
785+ 54.18% |
$154K - $180K
|
2.23K
$517K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
758+ 6.99% |
$149K - $174K
|
11.6K
$2.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
754+ 28.91% |
$148K - $173K
|
3.36K
$778K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
749+ 95.05% |
$147K - $172K
|
1.54K
$356K
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
733+ 3.97% |
$144K - $168K
|
19.2K
$4.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
728+ 5.62% |
$143K - $167K
|
13.7K
$3.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
727+ 4.71% |
$143K - $167K
|
16.2K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
679+ 9.63% |
$133K - $156K
|
7.73K
$1.79M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
669+ 65.85% |
$131K - $154K
|
1.69K
$390K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
668+ 3.47% |
$131K - $153K
|
19.9K
$4.61M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
665+ 2.19% |
$130K - $153K
|
31K
$7.19M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
665+ 26.15% |
$130K - $153K
|
3.21K
$743K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
649+ 59.76% |
$127K - $149K
|
1.74K
$402K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
634+ 2.66% |
$124K - $145K
|
24.5K
$5.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
628+ 5.8% |
$123K - $144K
|
11.5K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
611+ 36.56% |
$120K - $140K
|
2.28K
$528K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
602+ 0.86% |
$118K - $138K
|
70.7K
$16.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
594+ 2.31% |
$116K - $136K
|
26.3K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
586+ 3.58% |
$115K - $134K
|
16.9K
$3.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
578+ 7.16% |
$113K - $133K
|
8.66K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
569+ 2.46% |
$112K - $131K
|
23.7K
$5.48M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
560+ 10.89% |
$110K - $129K
|
5.7K
$1.32M
|