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 18, 2025 Q2 2025
Institute For Wealth Management, Llc.

BUY
 -
418
+ 11.63%
$75.6K - $100K
4.01K $1.01M
Aug 13, 2025 Q2 2025
Prudent Investors Network, Inc.

Lake Forest, CA
BUY
 -
414
+ 0.57%
$74.9K - $99.5K
72.8K $18.4M
Aug 13, 2025 Q2 2025
Sentinus, LLC

Oak Brook, IL
BUY
 -
410
+ 2.55%
$74.1K - $98.5K
16.5K $4.18M
Jul 08, 2025 Q2 2025
Everpar Advisors LLC

Tulsa, OK
BUY
 -
409
+ 30.16%
$74K - $98.3K
1.77K $446K
Jul 07, 2025 Q2 2025
Parallel Advisors, LLC

BUY
 -
406
+ 4.01%
$73.4K - $97.6K
10.5K $2.66M
Jul 30, 2025 Q2 2025
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
401
+ 1.61%
$72.5K - $96.4K
25.3K $6.39M
Jul 28, 2025 Q2 2025
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
377
+ 10.93%
$68.2K - $90.6K
3.83K $967K
Jul 21, 2025 Q2 2025
Team Financial Group, LLC

Temecula, CA
BUY
 -
374
New
$67.6K - $89.9K
374 $94.6K
Jul 16, 2025 Q2 2025
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
367
+ 17.48%
$66.4K - $88.2K
2.47K $624K
Aug 06, 2025 Q2 2025
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
365
+ 7.63%
$66K - $87.7K
5.15K $1.3M
Jul 09, 2025 Q2 2025
Bowman & CO S.C.

BUY
 -
345
+ 15.93%
$62.4K - $82.9K
2.51K $635K
Aug 05, 2025 Q2 2025
Fullcircle Wealth LLC

Dallas, TX
BUY
 -
337
+ 20.66%
$60.9K - $81K
1.97K $498K
Aug 08, 2025 Q2 2025
Good Life Advisors, LLC

BUY
 -
337
+ 16.8%
$60.9K - $81K
2.34K $593K
Aug 12, 2025 Q2 2025
Jefferies Financial Group Inc.

New York, NY
BUY
 -
336
+ 22.18%
$60.8K - $80.7K
1.85K $468K
Jul 31, 2025 Q2 2025
Brighton Jones LLC

BUY
 -
335
+ 25.42%
$60.6K - $80.5K
1.65K $418K
Aug 05, 2025 Q2 2025
Claro Advisors LLC

Boston, MA
BUY
 -
333
+ 3.29%
$60.2K - $80K
10.4K $2.64M
Jul 09, 2025 Q2 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
330
+ 15.76%
$59.7K - $79.3K
2.42K $613K
Aug 29, 2025 Q2 2025
Centaurus Financial, Inc.

BUY
 -
324
+ 0.85%
$58.6K - $77.9K
38.3K $9.68M
Aug 13, 2025 Q2 2025
Continuum Advisory, LLC

Eagle, ID
BUY
 -
322
+ 36.93%
$58.2K - $77.4K
1.19K $302K
Aug 01, 2025 Q2 2025
Transcend Capital Advisors, LLC

BUY
 -
315
+ 12.62%
$57K - $75.7K
2.81K $711K
Jul 29, 2025 Q2 2025
Shore Haven Wealth Partners, LLC

BUY
 -
310
+ 2.48%
$56.1K - $74.5K
12.8K $3.24M
Jul 22, 2025 Q2 2025
Miracle Mile Advisors, LLC

BUY
 -
301
+ 26.06%
$54.4K - $72.3K
1.46K $368K
Aug 11, 2025 Q2 2025
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
291
+ 4.69%
$52.6K - $69.9K
6.5K $1.64M
Jul 24, 2025 Q2 2025
Richardson Financial Services Inc.

Medway, MA
BUY
 -
289
+ 69.81%
$52.3K - $69.5K
703 $178K
Aug 12, 2025 Q2 2025
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
286
+ 11.33%
$51.7K - $68.7K
2.81K $711K
Jul 18, 2025 Q2 2025
Parsons Capital Management Inc

BUY
 -
280
+ 21.49%
$50.6K - $67.3K
1.58K $400K
Aug 12, 2025 Q2 2025
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
276
+ 23.39%
$49.9K - $66.3K
1.46K $368K
Aug 06, 2025 Q2 2025
Wedbush Securities Inc

BUY
 -
275
+ 5.77%
$49.7K - $66.1K
5.05K $1.28M
Aug 01, 2025 Q2 2025
Sym Financial Corp

BUY
 -
273
+ 26.17%
$49.4K - $65.6K
1.32K $333K
Aug 04, 2025 Q2 2025
Hantz Financial Services, Inc.

BUY
 -
272
New
$49.2K - $65.4K
272 $68.8K
Aug 14, 2025 Q2 2025
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
271
+ 63.62%
$49K - $65.1K
697 $176K
Aug 06, 2025 Q2 2025
Modera Wealth Management, LLC

BUY
 -
268
+ 3.81%
$48.5K - $64.4K
7.3K $1.85M
Aug 05, 2025 Q2 2025
Bcgm Wealth Management, LLC

BUY
 -
265
+ 1.56%
$47.9K - $63.7K
17.3K $4.36M
Aug 12, 2025 Q2 2025
Maia Wealth LLC

Denver, CO
BUY
 -
265
+ 11.34%
$47.9K - $63.7K
2.6K $658K
Aug 01, 2025 Q2 2025
Yukon Wealth Management, Inc.

Overland Park, KS
BUY
 -
263
+ 6.04%
$47.6K - $63.2K
4.61K $1.17M
Jul 24, 2025 Q2 2025
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
262
+ 1.24%
$47.4K - $63K
21.5K $5.43M
Aug 01, 2025 Q2 2025
L.M. Kohn & Company

BUY
 -
258
+ 20.91%
$46.7K - $62K
1.49K $377K
Aug 14, 2025 Q2 2025
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
254
+ 16.53%
$45.9K - $61K
1.79K $453K
Aug 14, 2025 Q2 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
248
+ 11.07%
$44.8K - $59.6K
2.49K $629K
Jul 18, 2025 Q2 2025
Marino, Stram & Associates LLC

BUY
 -
240
+ 3.72%
$43.4K - $57.7K
6.68K $1.69M
Jul 22, 2025 Q2 2025
Trueblood Wealth Management, LLC

Lima, OH
BUY
 -
240
+ 8.09%
$43.4K - $57.7K
3.21K $811K
Aug 14, 2025 Q2 2025
Kovitz Investment Group Partners, LLC

BUY
 -
235
+ 16.98%
$42.5K - $56.5K
1.62K $409K
Jul 25, 2025 Q2 2025
One Advisory Partners, LLC

BUY
 -
232
+ 1.17%
$42K - $55.8K
20.1K $5.09M
Oct 27, 2025 Q2 2025
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
228
+ 8.86%
$41.2K - $54.8K
2.8K $708K
Aug 14, 2025 Q2 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
225
New
$40.7K - $54.1K
225 $56.9K
Jul 24, 2025 Q2 2025
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
224
+ 4.79%
$40.5K - $53.8K
4.9K $1.24M
Aug 11, 2025 Q2 2025
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
223
+ 81.68%
$40.3K - $53.6K
496 $125K
Jul 23, 2025 Q2 2025
Independent Solutions Wealth Management, LLC

Williamsville, NY
BUY
 -
220
+ 3.31%
$39.8K - $52.9K
6.87K $1.74M
Aug 12, 2025 Q2 2025
Coldstream Capital Management Inc

BUY
 -
210
+ 17.92%
$38K - $50.5K
1.38K $349K

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