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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-3.39K- 5.93% |
$614K - $815K
|
53.9K
$13.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-3.42K- 1.67% |
$618K - $821K
|
201K
$50.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.83K- 47.66% |
$693K - $921K
|
4.21K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.89K- 5.17% |
$704K - $936K
|
71.4K
$18.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.07K- 2.26% |
$735K - $977K
|
176K
$44.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-4.08K- 4.25% |
$737K - $980K
|
91.8K
$23.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4.36K- 8.92% |
$789K - $1.05M
|
44.5K
$11.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.4K- 6.24% |
$796K - $1.06M
|
66.2K
$16.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.62K- 4.13% |
$836K - $1.11M
|
107K
$27.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4.88K- 42.06% |
$883K - $1.17M
|
6.72K
$1.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-5.23K- 63.5% |
$945K - $1.26M
|
3.01K
$760K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.27K- 38.44% |
$952K - $1.27M
|
8.43K
$2.13M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.34K- 34.22% |
$966K - $1.28M
|
10.3K
$2.6M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.05K- 4.47% |
$1.09M - $1.45M
|
129K
$32.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-6.31K- 8.1% |
$1.14M - $1.52M
|
71.6K
$18.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.4K- 6.52% |
$1.16M - $1.54M
|
91.7K
$23.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-6.59K- 38.81% |
$1.19M - $1.58M
|
10.4K
$2.63M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.65K- 13.21% |
$1.38M - $1.84M
|
50.3K
$12.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.72K- 10.25% |
$1.4M - $1.86M
|
67.6K
$17.1M
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-8.56K- 22.45% |
$1.55M - $2.06M
|
29.6K
$7.47M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.81K- 27.08% |
$1.59M - $2.12M
|
23.7K
$6M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-9.46K- 14.32% |
$1.71M - $2.27M
|
56.6K
$14.3M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-10.6K- 8.4% |
$1.91M - $2.54M
|
115K
$29.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.7K- 24.31% |
$1.93M - $2.56M
|
33.2K
$8.39M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-11.5K- 8.12% |
$2.07M - $2.75M
|
130K
$32.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 30.82% |
$2.08M - $2.77M
|
25.8K
$6.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.9K- 81.14% |
$2.15M - $2.86M
|
2.77K
$700K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-13.1K- 89.94% |
$2.37M - $3.14M
|
1.46K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-14.2K- 63.48% |
$2.57M - $3.42M
|
8.18K
$2.07M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.2K- 57.65% |
$2.74M - $3.64M
|
11.1K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-15.6K- 58.76% |
$2.83M - $3.76M
|
11K
$2.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-16.2K- 72.68% |
$2.92M - $3.88M
|
6.07K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-16.3K- 40.38% |
$2.94M - $3.91M
|
24K
$6.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-17.8K- 1.94% |
$3.22M - $4.28M
|
900K
$227M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-18.9K- 70.88% |
$3.42M - $4.54M
|
7.77K
$1.96M
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-21.3K- 20.67% |
$3.85M - $5.12M
|
81.7K
$20.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-23.5K- 86.09% |
$4.25M - $5.64M
|
3.8K
$960K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-24K- 51.41% |
$4.35M - $5.78M
|
22.7K
$5.75M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.6K- 57.08% |
$4.99M - $6.63M
|
20.8K
$5.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-27.7K- 13.63% |
$5M - $6.65M
|
175K
$44.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28.1K- 9.48% |
$5.08M - $6.76M
|
269K
$67.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.1K- 6.15% |
$5.63M - $7.48M
|
475K
$120M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-33.1K- 23.69% |
$5.99M - $7.97M
|
107K
$27M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-33.2K- 9.05% |
$6M - $7.98M
|
334K
$84.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-33.9K- 38.56% |
$6.14M - $8.16M
|
54.1K
$13.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-35.5K- 90.61% |
$6.42M - $8.54M
|
3.68K
$931K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-35.5K- 90.61% |
$6.42M - $8.54M
|
3.68K
$931K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-43.2K- 31.46% |
$7.81M - $10.4M
|
94.1K
$23.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-56.4K- 29.72% |
$10.2M - $13.6M
|
133K
$33.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-58.7K- 98.19% |
$10.6M - $14.1M
|
1.08K
$274K
|