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 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
798+ 29.33% |
$144K - $192K
|
3.52K
$890K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
790+ 3.23% |
$143K - $190K
|
25.3K
$6.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
766+ 21.3% |
$139K - $184K
|
4.36K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
760+ 15.72% |
$137K - $183K
|
5.6K
$1.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
757+ 4.27% |
$137K - $182K
|
18.5K
$4.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
728+ 0.2% |
$132K - $175K
|
359K
$90.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
715+ 1.73% |
$129K - $172K
|
42K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
713+ 34.54% |
$129K - $171K
|
2.78K
$702K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
712New |
$129K - $171K
|
712
$180K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
699+ 52.95% |
$126K - $168K
|
2.02K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
685+ 46.35% |
$124K - $165K
|
2.16K
$547K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
685+ 12.71% |
$124K - $165K
|
6.07K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
673+ 16.74% |
$122K - $162K
|
4.69K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
649+ 12.29% |
$117K - $156K
|
5.93K
$1.5M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
648+ 33.98% |
$117K - $156K
|
2.56K
$646K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
641+ 46.18% |
$116K - $154K
|
2.03K
$513K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
619+ 1.46% |
$112K - $149K
|
43.1K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
607+ 16.91% |
$110K - $146K
|
4.2K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
600+ 26.91% |
$109K - $144K
|
2.83K
$716K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
594+ 8.61% |
$107K - $143K
|
7.5K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
592New |
$107K - $142K
|
592
$150K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
583+ 18.17% |
$105K - $140K
|
3.79K
$959K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
577New |
$104K - $139K
|
577
$146K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
571+ 1.16% |
$103K - $137K
|
49.7K
$12.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
559+ 2.58% |
$101K - $134K
|
22.3K
$5.63M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
557New |
$101K - $134K
|
557
$141K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
556+ 3.44% |
$101K - $134K
|
16.7K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
555+ 6.16% |
$100K - $133K
|
9.57K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
552+ 6.15% |
$99.8K - $133K
|
9.53K
$2.41M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
551+ 8.69% |
$99.6K - $132K
|
6.9K
$1.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
551+ 2900.0% |
$99.6K - $132K
|
570
$144K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
540+ 3.17% |
$97.7K - $130K
|
17.6K
$4.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
538New |
$97.3K - $129K
|
538
$136K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
536+ 10.11% |
$96.9K - $129K
|
5.84K
$1.48M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
530+ 3.62% |
$95.8K - $127K
|
15.2K
$3.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
523+ 7.47% |
$94.6K - $126K
|
7.52K
$1.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
515+ 1.78% |
$93.1K - $124K
|
29.4K
$7.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
497+ 26.72% |
$89.9K - $119K
|
2.36K
$596K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
494+ 9.79% |
$89.3K - $119K
|
5.54K
$1.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
489+ 17.89% |
$88.4K - $118K
|
3.22K
$815K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
487+ 68.98% |
$88.1K - $117K
|
1.19K
$302K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
483+ 0.64% |
$87.3K - $116K
|
76K
$19.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
459+ 5.38% |
$83K - $110K
|
9K
$2.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
455New |
$82.3K - $109K
|
455
$115K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
455+ 2.41% |
$82.3K - $109K
|
19.3K
$4.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
449+ 2.62% |
$81.2K - $108K
|
17.6K
$4.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
448+ 5.55% |
$81K - $108K
|
8.53K
$2.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
446+ 1.14% |
$80.7K - $107K
|
39.7K
$10M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
432+ 4.41% |
$78.1K - $104K
|
10.2K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
422+ 508.43% |
$76.3K - $101K
|
505
$128K
|