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 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
77New |
$15.1K - $17.7K
|
77
$17.8K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
73+ 0.56% |
$14.3K - $16.8K
|
13.2K
$3.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
BUY
|
- |
72+ 1.0% |
$14.1K - $16.5K
|
7.31K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
67+ 0.67% |
$13.1K - $15.4K
|
10.1K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
67+ 3.86% |
$13.1K - $15.4K
|
1.8K
$417K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
61+ 4.23% |
$12K - $14K
|
1.5K
$348K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
57+ 1.27% |
$11.2K - $13.1K
|
4.53K
$1.05M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
54+ 10.42% |
$10.6K - $12.4K
|
572
$132K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
51+ 1.47% |
$10K - $11.7K
|
3.53K
$816K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
50+ 13.85% |
$9.81K - $11.5K
|
411
$95.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
49+ 2.14% |
$9.61K - $11.2K
|
2.34K
$542K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
48+ 3.41% |
$9.41K - $11K
|
1.46K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
46+ 1.88% |
$9.02K - $10.6K
|
2.5K
$578K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
45+ 1.18% |
$8.83K - $10.3K
|
3.85K
$892K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
41+ 3.69% |
$8.04K - $9.41K
|
1.15K
$267K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
41+ 3.83% |
$8.04K - $9.41K
|
1.11K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
39+ 1.39% |
$7.65K - $8.95K
|
2.85K
$659K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
39New |
$7.65K - $8.95K
|
39
$9.03K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
38New |
$7.45K - $8.72K
|
38
$8.8K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
37+ 0.57% |
$7.26K - $8.49K
|
6.53K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
35+ 9.23% |
$6.86K - $8.03K
|
414
$95.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
34+ 2.91% |
$6.67K - $7.8K
|
1.2K
$278K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
32New |
$6.28K - $7.34K
|
32
$7.41K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
31+ 2.59% |
$6.08K - $7.11K
|
1.23K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
31+ 0.93% |
$6.08K - $7.11K
|
3.38K
$782K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 7.47% |
$6.08K - $7.11K
|
446
$103K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
31+ 2.26% |
$6.08K - $7.11K
|
1.4K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30+ 15.15% |
$5.88K - $6.88K
|
228
$52.8K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
28New |
$5.49K - $6.43K
|
28
$6.48K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
27+ 4.69% |
$5.3K - $6.2K
|
603
$140K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
26+ 0.27% |
$5.1K - $5.97K
|
9.79K
$2.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
25+ 7.23% |
$4.9K - $5.74K
|
371
$85.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
22+ 1.22% |
$4.31K - $5.05K
|
1.82K
$422K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
22+ 1.14% |
$4.31K - $5.05K
|
1.95K
$451K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
21New |
$4.12K - $4.82K
|
21
$4.86K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21+ 1.44% |
$4.12K - $4.82K
|
1.48K
$342K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
21New |
$4.12K - $4.82K
|
21
$4.86K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
20+ 1.17% |
$3.92K - $4.59K
|
1.72K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
20+ 1.74% |
$3.92K - $4.59K
|
1.17K
$271K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18New |
$3.53K - $4.13K
|
18
$4.17K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
17+ 0.63% |
$3.33K - $3.9K
|
2.72K
$630K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
16+ 12.7% |
$3.14K - $3.67K
|
142
$32.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
16+ 1.29% |
$3.14K - $3.67K
|
1.25K
$290K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
14New |
$2.75K - $3.21K
|
14
$3.24K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
13New |
$2.55K - $2.98K
|
13
$3.01K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13New |
$2.55K - $2.98K
|
13
$3.01K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11New |
$2.16K - $2.52K
|
11
$2.55K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11New |
$2.16K - $2.52K
|
11
$2.55K
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
10+ 0.66% |
$1.96K - $2.29K
|
1.54K
$355K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
10+ 0.25% |
$1.96K - $2.29K
|
4.01K
$928K
|