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 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
15.3K+ 148.37% |
$2.77M - $3.68M
|
25.6K
$6.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.9K+ 130.34% |
$2.7M - $3.59M
|
26.4K
$6.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.1K+ 3.31% |
$2.55M - $3.39M
|
440K
$111M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
12.9K+ 16.68% |
$2.34M - $3.11M
|
90.6K
$22.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
12.9K+ 390.02% |
$2.33M - $3.09M
|
16.2K
$4.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
12.5K+ 0.43% |
$2.27M - $3.01M
|
2.94M
$744M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.1K+ 35.16% |
$2.18M - $2.9M
|
46.4K
$11.7M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
11.7KNew |
$2.11M - $2.81M
|
11.7K
$2.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.4K+ 1.11% |
$2.06M - $2.73M
|
1.03M
$261M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
11.3K+ 10.54% |
$2.05M - $2.72M
|
119K
$30M
|
|
|
Jul 18, 2025
Q2 2025
|
Deltec Asset Management LLC
|
BUY
|
- |
11.3KNew |
$2.04M - $2.72M
|
11.3K
$2.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
11K+ 12.76% |
$2M - $2.65M
|
97.6K
$24.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.6K+ 37.81% |
$1.91M - $2.54M
|
38.5K
$9.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9.81KNew |
$1.77M - $2.36M
|
9.81K
$2.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.25K+ 407.13% |
$1.67M - $2.22M
|
11.5K
$2.91M
|
|
|
Aug 28, 2025
Q2 2025
|
Stark Wealth Management LLC
Bethlehem, PA |
BUY
|
- |
9.1KNew |
$1.64M - $2.19M
|
9.1K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
9.05K+ 92.92% |
$1.64M - $2.17M
|
18.8K
$4.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
8.73K+ 88.35% |
$1.58M - $2.1M
|
18.6K
$4.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.7K+ 94.4% |
$1.57M - $2.09M
|
17.9K
$4.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
8.47KNew |
$1.53M - $2.03M
|
8.47K
$2.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.46K+ 0.7% |
$1.53M - $2.03M
|
1.21M
$306M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.46KNew |
$1.53M - $2.03M
|
8.46K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.8K+ 1.0% |
$1.41M - $1.87M
|
789K
$199M
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
7.67KNew |
$1.39M - $1.84M
|
7.67K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.63K+ 18.07% |
$1.38M - $1.83M
|
49.9K
$12.6M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.53K+ 50.37% |
$1.36M - $1.81M
|
22.5K
$5.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
7.45K+ 184.81% |
$1.35M - $1.79M
|
11.5K
$2.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
7.39K+ 1943.95% |
$1.34M - $1.78M
|
7.77K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Parker Investment Management, LLC
|
BUY
|
- |
7.33KNew |
$1.33M - $1.76M
|
7.33K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7.31KNew |
$1.32M - $1.76M
|
7.31K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
7.31KNew |
$1.32M - $1.76M
|
7.31K
$1.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.31KNew |
$1.32M - $1.76M
|
7.31K
$1.85M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
7.12K+ 94.63% |
$1.29M - $1.71M
|
14.7K
$3.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.08KNew |
$1.28M - $1.7M
|
7.08K
$1.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.95KNew |
$1.26M - $1.67M
|
6.95K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6.81K+ 539.03% |
$1.23M - $1.64M
|
8.07K
$2.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.67K+ 61.84% |
$1.21M - $1.6M
|
17.5K
$4.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.66K+ 8.19% |
$1.21M - $1.6M
|
88K
$22.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.54K+ 75.6% |
$1.18M - $1.57M
|
15.2K
$3.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.98K+ 122.55% |
$1.08M - $1.44M
|
10.9K
$2.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.96K+ 388.4% |
$1.08M - $1.43M
|
7.5K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.75K+ 144.38% |
$1.04M - $1.38M
|
9.72K
$2.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
5.63KNew |
$1.02M - $1.35M
|
5.63K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
5.6K+ 332.52% |
$1.01M - $1.35M
|
7.29K
$1.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
5.6K+ 479.78% |
$1.01M - $1.35M
|
6.77K
$1.71M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.58K+ 43.85% |
$1.01M - $1.34M
|
18.3K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.58K+ 251.31% |
$1.01M - $1.34M
|
7.8K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.34K+ 21.6% |
$965K - $1.28M
|
30K
$7.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.11K+ 7.51% |
$924K - $1.23M
|
73.2K
$18.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.02K+ 26.34% |
$907K - $1.21M
|
24.1K
$6.09M
|