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 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-56- 3.33% |
$10.1K - $13.5K
|
1.63K
$412K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-57- 0.31% |
$10.3K - $13.7K
|
18.5K
$4.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-58- 5.23% |
$10.5K - $13.9K
|
1.05K
$266K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-59- 4.71% |
$10.7K - $14.2K
|
1.19K
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-60- 3.46% |
$10.9K - $14.4K
|
1.68K
$424K
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-60- 2.89% |
$10.9K - $14.4K
|
2.02K
$510K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-62- 5.91% |
$11.2K - $14.9K
|
987
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-62- 4.6% |
$11.2K - $14.9K
|
1.29K
$325K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-65- 5.6% |
$11.8K - $15.6K
|
1.1K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-65- 1.82% |
$11.8K - $15.6K
|
3.51K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-69- 6.18% |
$12.5K - $16.6K
|
1.05K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-69- 0.61% |
$12.5K - $16.6K
|
11.2K
$2.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-70- 0.5% |
$12.7K - $16.8K
|
13.9K
$3.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-71- 5.25% |
$12.8K - $17.1K
|
1.28K
$324K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-73- 15.4% |
$13.2K - $17.5K
|
401
$101K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-75- 6.15% |
$13.6K - $18K
|
1.14K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-81- 5.56% |
$14.6K - $19.5K
|
1.38K
$348K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-82- 2.88% |
$14.8K - $19.7K
|
2.76K
$699K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-83- 1.12% |
$15K - $19.9K
|
7.34K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-85- 9.83% |
$15.4K - $20.4K
|
780
$197K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-86- 1.61% |
$15.6K - $20.7K
|
5.27K
$1.33M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-87- 7.14% |
$15.7K - $20.9K
|
1.13K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-87- 58.39% |
$15.7K - $20.9K
|
62
$15.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-88- 3.29% |
$15.9K - $21.1K
|
2.59K
$654K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-91- 0.01% |
$16.5K - $21.9K
|
816K
$206M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-93- 39.08% |
$16.8K - $22.3K
|
145
$36.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-98- 3.11% |
$17.7K - $23.6K
|
3.05K
$772K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-98- 8.1% |
$17.7K - $23.6K
|
1.11K
$281K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-99- 2.51% |
$17.9K - $23.8K
|
3.84K
$971K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 1.72% |
$18.1K - $24K
|
5.71K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-100- 22.42% |
$18.1K - $24K
|
346
$87.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-101- 2.1% |
$18.3K - $24.3K
|
4.72K
$1.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-102- 42.68% |
$18.4K - $24.5K
|
137
$34.6K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-102- 8.85% |
$18.4K - $24.5K
|
1.05K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-109- 1.65% |
$19.7K - $26.2K
|
6.51K
$1.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-113- 82.48% |
$20.4K - $27.2K
|
24
$6.07K
|
|
|
Jul 22, 2025
Q2 2025
|
Strid Group, LLC
|
SELL
|
- |
-113- 9.17% |
$20.4K - $27.2K
|
1.12K
$283K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-115- 1.45% |
$20.8K - $27.6K
|
7.82K
$1.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-120- 42.11% |
$21.7K - $28.8K
|
165
$41.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-120- 4.94% |
$21.7K - $28.8K
|
2.31K
$583K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-122- 5.75% |
$22.1K - $29.3K
|
2K
$505K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-124- 0.47% |
$22.4K - $29.8K
|
26.1K
$6.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-127- 10.34% |
$23K - $30.5K
|
1.1K
$278K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-128- 12.69% |
$23.1K - $30.8K
|
881
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-129- 1.37% |
$23.3K - $31K
|
9.27K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-131- 10.68% |
$23.7K - $31.5K
|
1.1K
$277K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-134- 8.02% |
$24.2K - $32.2K
|
1.54K
$388K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-134- 1.61% |
$24.2K - $32.2K
|
8.19K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-140- 4.62% |
$25.3K - $33.6K
|
2.89K
$732K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-142- 0.84% |
$25.7K - $34.1K
|
16.7K
$4.23M
|