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 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
557+ 10.27% |
$109K - $128K
|
5.98K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
550+ 3.34% |
$108K - $126K
|
17K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
543+ 32.24% |
$106K - $125K
|
2.23K
$516K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
540+ 1.5% |
$106K - $124K
|
36.5K
$8.44M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
537+ 15.95% |
$105K - $123K
|
3.9K
$904K
|
|
|
May 13, 2025
Q1 2025
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
526+ 33.7% |
$103K - $121K
|
2.09K
$483K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
523New |
$103K - $120K
|
523
$121K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
519+ 6.87% |
$102K - $119K
|
8.08K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
497+ 8.07% |
$97.5K - $114K
|
6.65K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
484+ 244.44% |
$94.9K - $111K
|
682
$158K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
484+ 1.33% |
$94.9K - $111K
|
36.8K
$8.53M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
481+ 8.82% |
$94.3K - $110K
|
5.93K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
475+ 22.51% |
$93.2K - $109K
|
2.59K
$599K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
474+ 8.27% |
$93K - $109K
|
6.21K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
457+ 25.92% |
$89.6K - $105K
|
2.22K
$514K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
453+ 13.02% |
$88.8K - $104K
|
3.93K
$910K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
447+ 4.31% |
$87.7K - $103K
|
10.8K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
442+ 7.44% |
$86.7K - $101K
|
6.38K
$1.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
415+ 2.25% |
$81.4K - $95.2K
|
18.9K
$4.37M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
415+ 22.99% |
$81.4K - $95.2K
|
2.22K
$514K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
400+ 0.18% |
$78.4K - $91.8K
|
222K
$51.3M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
391+ 32.5% |
$76.7K - $89.7K
|
1.59K
$369K
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
367+ 4.05% |
$72K - $84.2K
|
9.43K
$2.18M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
366New |
$71.8K - $84K
|
366
$84.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
352+ 13.46% |
$69K - $80.8K
|
2.97K
$687K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
340+ 155.96% |
$66.7K - $78K
|
558
$129K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
340+ 33.46% |
$66.7K - $78K
|
1.36K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
338+ 32.31% |
$66.3K - $77.6K
|
1.38K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
337+ 12.5% |
$66.1K - $77.3K
|
3.03K
$702K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
333+ 1.78% |
$65.3K - $76.4K
|
19.1K
$4.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
325+ 2.56% |
$63.7K - $74.6K
|
13K
$3.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
317+ 17.87% |
$62.2K - $72.7K
|
2.09K
$484K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
309+ 7.55% |
$60.6K - $70.9K
|
4.4K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
301+ 20.11% |
$59K - $69.1K
|
1.8K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
277+ 0.51% |
$54.3K - $63.6K
|
54.1K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
271+ 5.03% |
$53.1K - $62.2K
|
5.66K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
268New |
$52.6K - $61.5K
|
268
$62.1K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
268+ 16.08% |
$52.6K - $61.5K
|
1.94K
$448K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
256+ 15.69% |
$50.2K - $58.7K
|
1.89K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
BUY
|
- |
255+ 11.26% |
$50K - $58.5K
|
2.52K
$583K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
249+ 18.14% |
$48.8K - $57.1K
|
1.62K
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
249+ 22.89% |
$48.8K - $57.1K
|
1.34K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
248+ 20.86% |
$48.6K - $56.9K
|
1.44K
$333K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
244+ 13.41% |
$47.9K - $56K
|
2.06K
$478K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
240+ 342.86% |
$47.1K - $55.1K
|
310
$71.8K
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
236+ 7.04% |
$46.3K - $54.2K
|
3.59K
$831K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
233+ 2.28% |
$45.7K - $53.5K
|
10.5K
$2.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
232+ 12.0% |
$45.5K - $53.2K
|
2.17K
$502K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
227+ 18.82% |
$44.5K - $52.1K
|
1.43K
$332K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
219+ 10.93% |
$43K - $50.3K
|
2.22K
$515K
|