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 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-142- 12.39% |
$25.7K - $34.1K
|
1K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-143- 81.25% |
$25.9K - $34.4K
|
33
$8.35K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-145- 13.43% |
$26.2K - $34.8K
|
935
$236K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-148- 5.7% |
$26.8K - $35.6K
|
2.45K
$620K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-150- 0.48% |
$27.1K - $36K
|
30.9K
$7.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-150- 2.3% |
$27.1K - $36K
|
6.38K
$1.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-151- 1.46% |
$27.3K - $36.3K
|
10.2K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-158- 9.74% |
$28.6K - $38K
|
1.46K
$370K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-160- 2.84% |
$28.9K - $38.5K
|
5.47K
$1.38M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-162- 6.94% |
$29.3K - $38.9K
|
2.17K
$549K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-166- 11.54% |
$30K - $39.9K
|
1.27K
$322K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-172- 10.98% |
$31.1K - $41.3K
|
1.4K
$353K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-173- 8.79% |
$31.3K - $41.6K
|
1.8K
$454K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-174- 5.96% |
$31.5K - $41.8K
|
2.75K
$694K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-182- 0.76% |
$32.9K - $43.7K
|
23.7K
$6.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-188- 17.82% |
$34K - $45.2K
|
867
$219K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-190- 10.53% |
$34.4K - $45.7K
|
1.61K
$408K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-191- 3.21% |
$34.5K - $45.9K
|
5.76K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-193- 2.14% |
$34.9K - $46.4K
|
8.84K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-195- 3.7% |
$35.3K - $46.9K
|
5.07K
$1.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-200- 1.99% |
$36.2K - $48.1K
|
9.87K
$2.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-204- 0.94% |
$36.9K - $49K
|
21.4K
$5.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-211- 13.95% |
$38.2K - $50.7K
|
1.3K
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-212- 47.96% |
$38.3K - $50.9K
|
230
$58.2K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-216- 38.16% |
$39.1K - $51.9K
|
350
$88.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-217- 4.37% |
$39.2K - $52.1K
|
4.75K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-219- 1.12% |
$39.6K - $52.6K
|
19.4K
$4.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-226- 16.9% |
$40.9K - $54.3K
|
1.11K
$281K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-228- 10.16% |
$41.2K - $54.8K
|
2.02K
$510K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-232- 6.58% |
$42K - $55.8K
|
3.29K
$833K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-234- 0.05% |
$42.3K - $56.2K
|
502K
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-240- 3.69% |
$43.4K - $57.7K
|
6.27K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-245- 13.4% |
$44.3K - $58.9K
|
1.58K
$401K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-246- 2.55% |
$44.5K - $59.1K
|
9.39K
$2.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-247- 1.31% |
$44.7K - $59.4K
|
18.6K
$4.71M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-249- 1.5% |
$45K - $59.8K
|
16.3K
$4.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-250- 11.97% |
$45.2K - $60.1K
|
1.84K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-250- 6.9% |
$45.2K - $60.1K
|
3.37K
$853K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-250- 5.05% |
$45.2K - $60.1K
|
4.7K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-251- 6.39% |
$45.4K - $60.3K
|
3.68K
$931K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-257- 6.24% |
$46.5K - $61.8K
|
3.86K
$976K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-266- 35.09% |
$48.1K - $63.9K
|
492
$124K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-266- 2.82% |
$48.1K - $63.9K
|
9.17K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-267- 17.08% |
$48.3K - $64.2K
|
1.3K
$328K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-268- 2.23% |
$48.5K - $64.4K
|
11.7K
$2.97M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-291- 13.92% |
$52.6K - $69.9K
|
1.8K
$455K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-300- 7.79% |
$54.3K - $72.1K
|
3.55K
$898K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-306- 6.68% |
$55.3K - $73.5K
|
4.27K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-317- 4.28% |
$57.3K - $76.2K
|
7.09K
$1.79M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-338- 6.21% |
$61.1K - $81.2K
|
5.11K
$1.29M
|