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 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
5KNew |
$903K - $1.2M
|
5K
$1.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
4.84KNew |
$876K - $1.16M
|
4.84K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Sanchez Wealth Management Group
|
BUY
|
- |
4.8K+ 4.45% |
$867K - $1.15M
|
113K
$28.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
4.75K+ 5.68% |
$859K - $1.14M
|
88.4K
$22.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.72K+ 13.8% |
$853K - $1.13M
|
38.9K
$9.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
4.7KNew |
$850K - $1.13M
|
4.7K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.68KNew |
$847K - $1.13M
|
4.68K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.59KNew |
$831K - $1.1M
|
4.59K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.58KNew |
$828K - $1.1M
|
4.58K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.38K+ 8.85% |
$793K - $1.05M
|
53.9K
$13.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.3K+ 1173.77% |
$777K - $1.03M
|
4.66K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.27K+ 52.82% |
$773K - $1.03M
|
12.4K
$3.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
4.14K+ 4.98% |
$748K - $994K
|
87.2K
$22M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.04K+ 29.08% |
$731K - $971K
|
17.9K
$4.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.69KNew |
$667K - $886K
|
3.69K
$932K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.68K+ 2.78% |
$666K - $885K
|
136K
$34.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
3.67K+ 11.18% |
$664K - $882K
|
36.5K
$9.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.62KNew |
$655K - $870K
|
3.62K
$916K
|
|
|
Aug 05, 2025
Q2 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3.54KNew |
$640K - $850K
|
3.54K
$895K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.52K+ 37.37% |
$637K - $846K
|
12.9K
$3.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3.5K+ 14.86% |
$633K - $841K
|
27K
$6.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.49KNew |
$631K - $839K
|
3.49K
$883K
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
3.43KNew |
$620K - $824K
|
3.43K
$867K
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
3.33KNew |
$602K - $800K
|
3.33K
$842K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
3.27KNew |
$591K - $785K
|
3.27K
$826K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.18K+ 9.23% |
$575K - $765K
|
37.7K
$9.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.01K+ 3.24% |
$544K - $723K
|
95.9K
$24.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3K+ 476.19% |
$543K - $721K
|
3.63K
$918K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.96K+ 3.29% |
$535K - $710K
|
92.8K
$23.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.95K+ 60.25% |
$533K - $708K
|
7.84K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.94K+ 25.21% |
$531K - $706K
|
14.6K
$3.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.83K+ 898.73% |
$512K - $680K
|
3.15K
$796K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.79K+ 1.14% |
$504K - $669K
|
247K
$62.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.74KNew |
$495K - $658K
|
2.74K
$692K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.67K+ 2.82% |
$482K - $640K
|
97.3K
$24.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.66KNew |
$482K - $640K
|
2.66K
$673K
|
|
|
Jul 11, 2025
Q2 2025
|
Spence Asset Management
|
BUY
|
- |
2.61KNew |
$473K - $628K
|
2.61K
$661K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.57K+ 30.87% |
$465K - $617K
|
10.9K
$2.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.54K+ 2.57% |
$460K - $611K
|
102K
$25.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.45K+ 1.19% |
$443K - $588K
|
208K
$52.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.39K+ 4.43% |
$431K - $573K
|
56.2K
$14.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
2.38K+ 3.72% |
$430K - $571K
|
66.3K
$16.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
2.31K+ 12.13% |
$418K - $556K
|
21.4K
$5.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.3KNew |
$416K - $553K
|
2.3K
$582K
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.25K+ 16.51% |
$407K - $541K
|
15.9K
$4.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.24K+ 9.81% |
$405K - $539K
|
25.1K
$6.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.24KNew |
$405K - $538K
|
2.24K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.22KNew |
$401K - $532K
|
2.22K
$560K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.18K+ 1.72% |
$395K - $525K
|
129K
$32.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.17K+ 9.44% |
$393K - $522K
|
25.2K
$6.37M
|