Purchases and Sales Made in Q2 2025 in Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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 09, 2025 Q2 2025
Beacon Financial Group

BUY
 -
1.11K
+ 5.87%
$201K - $267K
20K $5.06M
Jul 21, 2025 Q2 2025
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.1K
New
$199K - $264K
1.1K $278K
Jul 10, 2025 Q2 2025
Sharkey, Howes & Javer

BUY
 -
1.1K
+ 2.94%
$198K - $263K
38.4K $9.71M
Aug 08, 2025 Q2 2025
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.1K
+ 88.09%
$198K - $263K
2.34K $591K
Aug 07, 2025 Q2 2025
Midwest Trust CO

Overland Park, KS
BUY
 -
1.1K
New
$198K - $263K
1.1K $277K
Aug 11, 2025 Q2 2025
Portside Wealth Group, LLC

Provo, UT
BUY
 -
1.08K
New
$196K - $261K
1.08K $274K
Aug 11, 2025 Q2 2025
Stonebrook Private Inc.

Northville, MI
BUY
 -
1.07K
New
$193K - $257K
1.07K $271K
Aug 13, 2025 Q2 2025
Gibbs Wealth Management

Alpharetta, GA
BUY
 -
1.07K
New
$193K - $257K
1.07K $270K
Aug 05, 2025 Q2 2025
5 T Wealth, LLC

Napa, CA
BUY
 -
1.04K
+ 8.76%
$188K - $250K
12.9K $3.27M
Aug 27, 2025 Q2 2025
Stonebridge Wealth Management, LLC

Oak Brook, IL
BUY
 -
1.04K
New
$188K - $250K
1.04K $263K
Aug 13, 2025 Q2 2025
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.03K
+ 9.32%
$187K - $248K
12.1K $3.06M
Aug 12, 2025 Q2 2025
Intellus Advisors LLC

Naples, FL
BUY
 -
1.03K
New
$186K - $248K
1.03K $260K
Jul 17, 2025 Q2 2025
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
1.02K
New
$184K - $244K
1.02K $257K
Aug 08, 2025 Q2 2025
Accredited Investors Inc.

BUY
 -
987
New
$178K - $237K
987 $250K
Aug 14, 2025 Q2 2025
Old Mission Capital LLC

BUY
 -
981
New
$177K - $236K
981 $248K
Aug 11, 2025 Q2 2025
Poehling Capital Management, Inc.

Madison, WI
BUY
 -
979
New
$177K - $235K
979 $248K
Aug 05, 2025 Q2 2025
Axim Planning & Wealth

Dayton, OH
BUY
 -
978
New
$177K - $235K
978 $247K
Aug 14, 2025 Q2 2025
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
970
+ 1.79%
$175K - $233K
55.1K $13.9M
Jul 14, 2025 Q2 2025
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
970
New
$175K - $233K
970 $245K
Jul 25, 2025 Q2 2025
Round Angle Advisors LLC

Red Bank, NJ
BUY
 -
968
+ 7.07%
$175K - $233K
14.7K $3.71M
Aug 13, 2025 Q2 2025
Valued Retirements, Inc.

Houston, TX
BUY
 -
964
New
$174K - $232K
964 $244K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
963
+ 13.13%
$174K - $231K
8.3K $2.1M
Jul 17, 2025 Q2 2025
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
960
New
$174K - $231K
960 $243K
Jul 14, 2025 Q2 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
956
New
$173K - $230K
956 $242K
Jul 09, 2025 Q2 2025
Intelligence Driven Advisers, LLC

BUY
 -
927
New
$168K - $223K
927 $234K
Aug 13, 2025 Q2 2025
Haverford Trust CO

Radnor, PA
BUY
 -
924
+ 3.78%
$167K - $222K
25.4K $6.41M
Aug 14, 2025 Q2 2025
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
919
+ 32.37%
$166K - $221K
3.76K $950K
Aug 04, 2025 Q2 2025
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
912
New
$165K - $219K
912 $231K
Aug 11, 2025 Q2 2025
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
908
+ 49.97%
$164K - $218K
2.73K $689K
Jul 22, 2025 Q2 2025
Beacon Financial Advisory LLC

BUY
 -
904
+ 56.86%
$163K - $217K
2.49K $631K
Aug 14, 2025 Q2 2025
Rmb Capital Management, LLC

BUY
 -
897
New
$162K - $216K
897 $227K
Jul 09, 2025 Q2 2025
Professional Financial Advisors, LLC

BUY
 -
890
+ 4.28%
$161K - $214K
21.7K $5.49M
Aug 14, 2025 Q2 2025
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
888
New
$161K - $213K
888 $225K
Jul 30, 2025 Q2 2025
Insight Advisors, LLC

Newtown, PA
BUY
 -
880
New
$159K - $211K
880 $223K
Sep 09, 2025 Q2 2025
Nwf Advisory Services Inc.

Los Angeles, CA
BUY
 -
878
New
$159K - $211K
878 $222K
Sep 24, 2025 Q2 2025
Momentum Wealth Planning, LLC

Estero, FL
BUY
 -
878
New
$159K - $211K
878 $222K
Jul 22, 2025 Q2 2025
Belpointe Asset Management LLC

BUY
 -
870
+ 25.66%
$157K - $209K
4.26K $1.08M
Jul 14, 2025 Q2 2025
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
860
+ 28.12%
$156K - $207K
3.92K $991K
Aug 06, 2025 Q2 2025
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
859
+ 11.12%
$155K - $206K
8.59K $2.17M
Aug 08, 2025 Q2 2025
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
857
New
$155K - $206K
857 $217K
Jul 29, 2025 Q2 2025
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
857
New
$155K - $206K
857 $217K
Jul 22, 2025 Q2 2025
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
856
New
$155K - $206K
856 $216K
Aug 06, 2025 Q2 2025
Valtinson Bruner Financial Planning LLC

BUY
 -
853
New
$154K - $205K
853 $216K
Aug 13, 2025 Q2 2025
Brown Advisory Inc

BUY
 -
846
+ 10.33%
$153K - $203K
9.04K $2.28M
Jul 31, 2025 Q2 2025
Leelyn Smith, LLC

Geneva, IL
BUY
 -
843
New
$152K - $203K
843 $213K
Jul 10, 2025 Q2 2025
Atticus Wealth Management, LLC

BUY
 -
830
New
$150K - $199K
830 $210K
Jul 29, 2025 Q2 2025
Two West Capital Advisors LLC

Overland Park, KS
BUY
 -
809
+ 67.3%
$146K - $194K
2.01K $509K
Jul 09, 2025 Q2 2025
Shore Point Advisors, LLC

BUY
 -
808
+ 33.77%
$146K - $194K
3.2K $810K
Aug 05, 2025 Q2 2025
360 Financial, Inc.

BUY
 -
801
+ 3.34%
$145K - $192K
24.8K $6.27M

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