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 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.03K+ 8.52% |
$366K - $487K
|
25.8K
$6.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2K+ 21.05% |
$362K - $481K
|
11.5K
$2.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.97K+ 135.48% |
$357K - $474K
|
3.43K
$868K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.84K+ 5.34% |
$333K - $443K
|
36.4K
$9.21M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.8K+ 10.52% |
$325K - $432K
|
18.9K
$4.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.79K+ 32.97% |
$324K - $431K
|
7.23K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.75KNew |
$316K - $420K
|
1.75K
$442K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.73K+ 43.44% |
$313K - $416K
|
5.72K
$1.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.66K+ 36.67% |
$300K - $399K
|
6.19K
$1.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.64K+ 21.56% |
$297K - $395K
|
9.27K
$2.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1.63K+ 32.78% |
$295K - $393K
|
6.62K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
1.63K+ 27.2% |
$294K - $391K
|
7.61K
$1.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.6KNew |
$289K - $384K
|
1.6K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.59K+ 7.86% |
$288K - $382K
|
21.8K
$5.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.55K+ 45.85% |
$280K - $372K
|
4.92K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.54K+ 4.31% |
$279K - $371K
|
37.4K
$9.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.52K+ 25.67% |
$275K - $366K
|
7.46K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
1.5K+ 6.4% |
$272K - $361K
|
25K
$6.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
1.48K+ 8.14% |
$268K - $356K
|
19.7K
$4.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
BUY
|
- |
1.47KNew |
$265K - $353K
|
1.47K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.46KNew |
$263K - $350K
|
1.46K
$368K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.45K+ 100.42% |
$262K - $348K
|
2.89K
$732K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.44K+ 59.83% |
$261K - $347K
|
3.85K
$974K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.44K+ 3.38% |
$261K - $347K
|
44.1K
$11.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.42K+ 14.0% |
$258K - $342K
|
11.6K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.41KNew |
$256K - $340K
|
1.41K
$357K
|
|
|
Jul 29, 2025
Q2 2025
|
Unison Advisors LLC
|
BUY
|
- |
1.4K+ 5.91% |
$253K - $336K
|
25.1K
$6.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.39K+ 31.31% |
$251K - $333K
|
5.81K
$1.47M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.35K+ 4.89% |
$244K - $325K
|
29K
$7.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.35K+ 80.13% |
$244K - $324K
|
3.03K
$766K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.3KNew |
$235K - $312K
|
1.3K
$329K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.3K+ 16.26% |
$235K - $312K
|
9.27K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.3KNew |
$234K - $311K
|
1.3K
$327K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.26K+ 44.28% |
$228K - $303K
|
4.11K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.23KNew |
$222K - $295K
|
1.23K
$311K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.23K+ 859.44% |
$222K - $295K
|
1.37K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.21KNew |
$220K - $292K
|
1.21K
$307K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.21K+ 177.86% |
$219K - $292K
|
1.9K
$479K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.19K+ 23.18% |
$216K - $287K
|
6.35K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.17KNew |
$212K - $281K
|
1.17K
$296K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.17KNew |
$211K - $281K
|
1.17K
$296K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.17K+ 1534.21% |
$211K - $280K
|
1.24K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.17KNew |
$211K - $280K
|
1.17K
$295K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.16KNew |
$210K - $279K
|
1.16K
$294K
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.16KNew |
$210K - $279K
|
1.16K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.15K+ 6.34% |
$207K - $275K
|
19.2K
$4.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
1.14K+ 35.39% |
$206K - $274K
|
4.36K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.14KNew |
$206K - $274K
|
1.14K
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.14KNew |
$206K - $274K
|
1.14K
$288K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.12K+ 67.17% |
$202K - $269K
|
2.79K
$704K
|