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 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-881- 3.32% |
$159K - $212K
|
25.7K
$6.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-885- 6.17% |
$160K - $213K
|
13.5K
$3.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-901- 11.11% |
$163K - $217K
|
7.21K
$1.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-903- 2.75% |
$163K - $217K
|
32K
$8.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-937- 23.31% |
$169K - $225K
|
3.08K
$780K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-940- 38.75% |
$170K - $226K
|
1.49K
$376K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-948- 3.02% |
$171K - $228K
|
30.5K
$7.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-981- 2.76% |
$177K - $236K
|
34.6K
$8.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.04K- 40.19% |
$188K - $250K
|
1.55K
$391K
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.1K- 3.15% |
$198K - $264K
|
33.7K
$8.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.11K- 15.24% |
$200K - $266K
|
6.15K
$1.56M
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1.11K- 92.88% |
$200K - $266K
|
85
$21.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.13K- 6.25% |
$204K - $271K
|
16.9K
$4.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.15K- 22.64% |
$208K - $276K
|
3.93K
$993K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.16K- 5.68% |
$210K - $279K
|
19.3K
$4.87M
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-1.2KClosed |
$217K - $288K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.21K- 43.55% |
$218K - $290K
|
1.56K
$395K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.22K- 9.36% |
$220K - $292K
|
11.8K
$2.98M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.31K- 44.96% |
$236K - $314K
|
1.6K
$405K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.32K- 28.3% |
$239K - $317K
|
3.34K
$845K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.32K- 59.22% |
$239K - $318K
|
911
$230K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.33K- 3.52% |
$241K - $321K
|
36.6K
$9.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.34K- 98.89% |
$241K - $321K
|
15
$3.79K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.38K- 43.06% |
$250K - $333K
|
1.83K
$463K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.44K- 25.43% |
$260K - $346K
|
4.22K
$1.07M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.56K- 94.14% |
$282K - $374K
|
97
$24.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.56K- 68.54% |
$282K - $375K
|
717
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.64K- 5.01% |
$296K - $393K
|
31K
$7.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.71K- 9.36% |
$309K - $410K
|
16.5K
$4.18M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.75K- 1.28% |
$316K - $421K
|
135K
$34.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-1.81K- 16.66% |
$328K - $435K
|
9.07K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.09K- 32.67% |
$377K - $501K
|
4.3K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 15.18% |
$378K - $502K
|
11.7K
$2.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.13K- 5.79% |
$385K - $512K
|
34.7K
$8.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.17K- 2.57% |
$392K - $521K
|
82.1K
$20.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-2.25K- 3.39% |
$406K - $540K
|
64.1K
$16.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-2.25K- 1.01% |
$407K - $540K
|
219K
$55.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.32K- 6.56% |
$420K - $558K
|
33.1K
$8.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-2.36K- 3.8% |
$427K - $567K
|
59.7K
$15.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.57K- 1.19% |
$464K - $616K
|
212K
$53.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-2.6K- 26.75% |
$471K - $626K
|
7.13K
$1.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-2.66K- 1.65% |
$481K - $639K
|
158K
$40M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.67K- 12.62% |
$483K - $642K
|
18.5K
$4.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.71K- 0.62% |
$490K - $651K
|
434K
$110M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-2.82K- 7.73% |
$510K - $678K
|
33.6K
$8.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.82K- 44.88% |
$510K - $678K
|
3.47K
$877K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.08K- 90.71% |
$556K - $739K
|
315
$79.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-3.13K- 14.86% |
$566K - $752K
|
17.9K
$4.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.27K- 4.63% |
$592K - $787K
|
67.4K
$17M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-3.39K- 5.93% |
$614K - $815K
|
53.9K
$13.6M
|