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 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-339- 8.8% |
$61.3K - $81.5K
|
3.51K
$889K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-343- 14.93% |
$62K - $82.4K
|
1.96K
$494K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-344- 5.66% |
$62.2K - $82.7K
|
5.74K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-358- 7.04% |
$64.7K - $86K
|
4.73K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-358- 1.86% |
$64.7K - $86K
|
18.9K
$4.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-371- 2.33% |
$67.1K - $89.2K
|
15.5K
$3.93M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-376- 0.52% |
$68K - $90.4K
|
71.4K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-379- 0.37% |
$68.5K - $91.1K
|
101K
$25.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-379- 51.01% |
$68.5K - $91.1K
|
364
$92.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-397- 3.19% |
$71.8K - $95.4K
|
12.1K
$3.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-402- 1.03% |
$72.7K - $96.6K
|
38.5K
$9.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-405- 10.92% |
$73.2K - $97.3K
|
3.31K
$836K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-405- 89.21% |
$73.2K - $97.3K
|
49
$12.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-434- 10.28% |
$78.5K - $104K
|
3.79K
$958K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-435- 1.01% |
$78.7K - $105K
|
42.7K
$10.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-443- 1.94% |
$80.1K - $106K
|
22.4K
$5.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-461- 1.88% |
$83.4K - $111K
|
24K
$6.07M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-470- 31.74% |
$85K - $113K
|
1.01K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-489- 11.11% |
$88.4K - $118K
|
3.91K
$989K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-496- 22.43% |
$89.7K - $119K
|
1.72K
$434K
|
|
|
Aug 12, 2025
Q2 2025
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-499- 23.91% |
$90.2K - $120K
|
1.59K
$402K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-500- 0.48% |
$90.4K - $120K
|
103K
$26M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-504- 4.35% |
$91.1K - $121K
|
11.1K
$2.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-506- 39.97% |
$91.5K - $122K
|
760
$192K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-507- 2.7% |
$91.7K - $122K
|
18.3K
$4.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-511- 6.08% |
$92.4K - $123K
|
7.89K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-529- 23.75% |
$95.7K - $127K
|
1.7K
$429K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-536- 1.91% |
$96.9K - $129K
|
27.5K
$6.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-566- 16.78% |
$102K - $136K
|
2.81K
$710K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-600- 1.5% |
$109K - $144K
|
39.4K
$9.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-611- 2.02% |
$110K - $147K
|
29.6K
$7.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-633- 11.46% |
$114K - $152K
|
4.89K
$1.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-647- 25.3% |
$117K - $155K
|
1.91K
$483K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-652- 40.9% |
$118K - $157K
|
942
$238K
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-659- 17.13% |
$119K - $158K
|
3.19K
$806K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-677- 6.48% |
$122K - $163K
|
9.78K
$2.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-694- 5.34% |
$126K - $167K
|
12.3K
$3.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-741- 6.59% |
$134K - $178K
|
10.5K
$2.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-752- 29.98% |
$136K - $181K
|
1.76K
$444K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-754- 6.67% |
$136K - $181K
|
10.6K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-755- 6.95% |
$137K - $181K
|
10.1K
$2.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-783- 15.81% |
$142K - $188K
|
4.17K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-786- 4.64% |
$142K - $189K
|
16.1K
$4.08M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-787- 15.75% |
$142K - $189K
|
4.21K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-809- 18.5% |
$146K - $194K
|
3.57K
$902K
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-821- 6.81% |
$148K - $197K
|
11.2K
$2.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-828- 35.74% |
$150K - $199K
|
1.49K
$377K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-842- 39.85% |
$152K - $202K
|
1.27K
$321K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-856- 1.73% |
$155K - $206K
|
48.5K
$12.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-875- 1.43% |
$158K - $210K
|
60.1K
$15.2M
|