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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-16- 50.0% |
$2.89K - $3.85K
|
16
$4.05K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-16- 11.27% |
$2.89K - $3.85K
|
126
$31.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-17- 0.13% |
$3.07K - $4.09K
|
12.7K
$3.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-17- 1.31% |
$3.07K - $4.09K
|
1.29K
$325K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-18- 0.76% |
$3.26K - $4.33K
|
2.36K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-18- 8.57% |
$3.26K - $4.33K
|
192
$48.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-18- 1.04% |
$3.26K - $4.33K
|
1.71K
$431K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-19- 0.63% |
$3.44K - $4.57K
|
3.01K
$762K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-19- 1.36% |
$3.44K - $4.57K
|
1.38K
$348K
|
|
|
Aug 12, 2025
Q2 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-19- 19.0% |
$3.44K - $4.57K
|
81
$20.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-21- 35.0% |
$3.8K - $5.05K
|
39
$9.86K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-21- 0.34% |
$3.8K - $5.05K
|
6.2K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-22- 0.08% |
$3.98K - $5.29K
|
29K
$7.32M
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-22- 1.47% |
$3.98K - $5.29K
|
1.47K
$373K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-23- 0.75% |
$4.16K - $5.53K
|
3.04K
$770K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-24- 1.03% |
$4.34K - $5.77K
|
2.32K
$585K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-24- 1.38% |
$4.34K - $5.77K
|
1.71K
$433K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24- 0.71% |
$4.34K - $5.77K
|
3.34K
$844K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-24- 0.1% |
$4.34K - $5.77K
|
25.1K
$6.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-25- 6.74% |
$4.52K - $6.01K
|
346
$87.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-26- 2.77% |
$4.7K - $6.25K
|
911
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27- 1.0% |
$4.88K - $6.49K
|
2.68K
$677K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-28- 2.49% |
$5.06K - $6.73K
|
1.1K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-28- 1.79% |
$5.06K - $6.73K
|
1.54K
$389K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-28- 1.82% |
$5.06K - $6.73K
|
1.51K
$383K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-28- 0.82% |
$5.06K - $6.73K
|
3.38K
$854K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-29- 0.16% |
$5.24K - $6.97K
|
17.7K
$4.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-29- 1.19% |
$5.24K - $6.97K
|
2.41K
$609K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-31- 0.21% |
$5.61K - $7.45K
|
15K
$3.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-32- 0.9% |
$5.79K - $7.69K
|
3.54K
$896K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-33- 0.45% |
$5.97K - $7.93K
|
7.33K
$1.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-33- 1.13% |
$5.97K - $7.93K
|
2.88K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-34- 0.44% |
$6.15K - $8.17K
|
7.7K
$1.95M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-35- 15.28% |
$6.33K - $8.41K
|
194
$49.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-35- 2.68% |
$6.33K - $8.41K
|
1.27K
$322K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-35- 9.51% |
$6.33K - $8.41K
|
333
$84.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-35- 0.73% |
$6.33K - $8.41K
|
4.77K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-36- 3.34% |
$6.51K - $8.65K
|
1.04K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-37- 1.24% |
$6.69K - $8.89K
|
2.94K
$744K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-37- 1.01% |
$6.69K - $8.89K
|
3.62K
$915K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-40- 0.56% |
$7.23K - $9.61K
|
7.09K
$1.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-45- 50.0% |
$8.14K - $10.8K
|
45
$11.4K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-47- 3.18% |
$8.5K - $11.3K
|
1.43K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-49- 3.41% |
$8.86K - $11.8K
|
1.39K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-49- 2.54% |
$8.86K - $11.8K
|
1.88K
$475K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-49- 0.68% |
$8.86K - $11.8K
|
7.16K
$1.81M
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-50- 1.63% |
$9.04K - $12K
|
3.02K
$762K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-50- 0.66% |
$9.04K - $12K
|
7.48K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-54- 0.02% |
$9.77K - $13K
|
299K
$75.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-54- 9.44% |
$9.77K - $13K
|
518
$131K
|