Purchases and Sales Made in Q2 2025 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.09M+ 9.48% |
$198M - $263M
|
12.6M
$3.08B
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
917KNew |
$166M - $220M
|
917K
$224M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
660KNew |
$119M - $159M
|
660K
$161M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
457KNew |
$82.7M - $110M
|
457K
$112M
|
|
|
Aug 04, 2025
Q2 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
162K+ 60.28% |
$29.3M - $39M
|
431K
$105M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
93.3K+ 10.08% |
$16.9M - $22.4M
|
1.02M
$249M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
77.2KNew |
$14M - $18.6M
|
77.2K
$18.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
42.9K+ 2.36% |
$7.75M - $10.3M
|
1.86M
$453M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37K+ 26.36% |
$6.68M - $8.88M
|
177K
$43.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
33.4KNew |
$6.04M - $8.03M
|
33.4K
$8.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
27.8K+ 28.36% |
$5.03M - $6.69M
|
126K
$30.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
23.4KNew |
$4.23M - $5.62M
|
23.4K
$5.7M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
17.5K+ 5.92% |
$3.17M - $4.21M
|
314K
$76.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
16.3KNew |
$2.95M - $3.92M
|
16.3K
$3.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
15.8K+ 7.69% |
$2.85M - $3.79M
|
221K
$53.9M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
15.3K+ 148.37% |
$2.77M - $3.68M
|
25.6K
$6.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.9K+ 130.34% |
$2.7M - $3.59M
|
26.4K
$6.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
12.9K+ 390.02% |
$2.33M - $3.09M
|
16.2K
$3.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.4K+ 1.11% |
$2.06M - $2.73M
|
1.03M
$252M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
11.3K+ 10.54% |
$2.05M - $2.72M
|
119K
$29M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
11.3KNew |
$2.04M - $2.72M
|
11.3K
$2.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
11K+ 12.76% |
$2M - $2.65M
|
97.6K
$23.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.25K+ 407.13% |
$1.67M - $2.22M
|
11.5K
$2.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
9.05K+ 92.92% |
$1.64M - $2.17M
|
18.8K
$4.59M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.7K+ 94.4% |
$1.57M - $2.09M
|
17.9K
$4.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.46K+ 0.7% |
$1.53M - $2.03M
|
1.21M
$295M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.46KNew |
$1.53M - $2.03M
|
8.46K
$2.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
7.45K+ 184.81% |
$1.35M - $1.79M
|
11.5K
$2.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.31KNew |
$1.32M - $1.76M
|
7.31K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7.12K+ 94.63% |
$1.29M - $1.71M
|
14.7K
$3.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.08KNew |
$1.28M - $1.7M
|
7.08K
$1.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.95KNew |
$1.26M - $1.67M
|
6.95K
$1.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6.81K+ 539.03% |
$1.23M - $1.64M
|
8.07K
$1.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.67K+ 61.84% |
$1.21M - $1.6M
|
17.5K
$4.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.54K+ 75.6% |
$1.18M - $1.57M
|
15.2K
$3.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.96K+ 388.4% |
$1.08M - $1.43M
|
7.5K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.75K+ 144.38% |
$1.04M - $1.38M
|
9.72K
$2.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
5.63KNew |
$1.02M - $1.35M
|
5.63K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.6K+ 332.52% |
$1.01M - $1.35M
|
7.29K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
5.6K+ 479.78% |
$1.01M - $1.35M
|
6.77K
$1.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.34K+ 21.6% |
$965K - $1.28M
|
30K
$7.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.11K+ 7.51% |
$924K - $1.23M
|
73.2K
$17.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.02K+ 26.34% |
$907K - $1.21M
|
24.1K
$5.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
5KNew |
$903K - $1.2M
|
5K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.84KNew |
$876K - $1.16M
|
4.84K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.72K+ 13.8% |
$853K - $1.13M
|
38.9K
$9.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.59KNew |
$831K - $1.1M
|
4.59K
$1.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.58KNew |
$828K - $1.1M
|
4.58K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.38K+ 8.85% |
$793K - $1.05M
|
53.9K
$13.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.27K+ 52.82% |
$773K - $1.03M
|
12.4K
$3.02M
|