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
Aug 11, 2025 Q2 2025
United Advisor Group, LLC

Cincinnati, OH
BUY
 -
208
+ 11.57%
$37.6K - $50K
2.01K $507K
Aug 14, 2025 Q2 2025
Alliancebernstein L.P.

New York, NY
BUY
 -
205
+ 5.86%
$37.1K - $49.3K
3.71K $937K
Jul 29, 2025 Q2 2025
Private Trust CO Na

BUY
 -
203
+ 5.35%
$36.7K - $48.8K
4K $1.01M
Aug 07, 2025 Q2 2025
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
201
+ 3.31%
$36.3K - $48.3K
6.27K $1.59M
Jul 09, 2025 Q2 2025
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
181
+ 3.91%
$32.7K - $43.5K
4.82K $1.22M
Jul 11, 2025 Q2 2025
Mallini Complete Financial Planning LLC

Gainesville, FL
BUY
 -
176
+ 8.66%
$31.8K - $42.3K
2.21K $559K
Jul 24, 2025 Q2 2025
Gfg Capital, LLC

BUY
 -
175
New
$31.6K - $42.1K
175 $44.3K
Jul 14, 2025 Q2 2025
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
171
+ 2.85%
$30.9K - $41.1K
6.17K $1.56M
Aug 14, 2025 Q2 2025
Great Valley Advisor Group, Inc.

BUY
 -
169
+ 7.61%
$30.6K - $40.6K
2.39K $604K
Aug 08, 2025 Q2 2025
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
168
+ 1.02%
$30.4K - $40.4K
16.6K $4.19M
Aug 14, 2025 Q2 2025
Life Plan Investment Advisors, Inc.

Raleigh, NC
BUY
 -
161
+ 4.12%
$29.1K - $38.7K
4.07K $1.03M
Aug 14, 2025 Q2 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
160
+ 4000.0%
$28.9K - $38.5K
164 $41.5K
Jul 23, 2025 Q2 2025
Mullooly Asset Management, Inc.

Wall Township, NJ
BUY
 -
140
+ 0.1%
$25.3K - $33.6K
136K $34.5M
Jul 07, 2025 Q2 2025
Retirement Wealth Solutions LLC

Marshfield, WI
BUY
 -
137
+ 4.34%
$24.8K - $32.9K
3.29K $833K
Jul 14, 2025 Q2 2025
Advisor Net Financial, Inc

BUY
 -
134
+ 24.01%
$24.2K - $32.2K
692 $175K
Jul 17, 2025 Q2 2025
Cooper Financial Group

BUY
 -
134
+ 6.93%
$24.2K - $32.2K
2.07K $523K
Jul 14, 2025 Q2 2025
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
133
+ 109.02%
$24.1K - $32K
255 $64.5K
Aug 13, 2025 Q2 2025
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
132
+ 2.74%
$23.9K - $31.7K
4.94K $1.25M
Jul 07, 2025 Q2 2025
Life Line Wealth Management LLC

Beverly Hills, CA
BUY
 -
130
+ 1.23%
$23.5K - $31.2K
10.7K $2.71M
Jul 08, 2025 Q2 2025
Braun Bostich & Associates Inc.

Canonsburg, PA
BUY
 -
130
+ 2.02%
$23.5K - $31.2K
6.55K $1.66M
Jul 21, 2025 Q2 2025
Ntv Asset Management LLC

BUY
 -
130
+ 1.69%
$23.5K - $31.2K
7.81K $1.97M
Aug 08, 2025 Q2 2025
Capital Investment Advisory Services, LLC

BUY
 -
129
+ 1.19%
$23.3K - $31K
10.9K $2.77M
Aug 13, 2025 Q2 2025
Russell Investments Group, Ltd.

BUY
 -
128
+ 15.15%
$23.1K - $30.8K
973 $246K
Aug 11, 2025 Q2 2025
Dorsey Wright & Associates

BUY
 -
128
+ 1.1%
$23.1K - $30.8K
11.7K $2.97M
Aug 14, 2025 Q2 2025
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
126
+ 3150.0%
$22.8K - $30.3K
130 $32.9K
Aug 11, 2025 Q2 2025
Atlantic Private Wealth, LLC

BUY
 -
121
New
$21.9K - $29.1K
121 $30.6K
Jul 01, 2025 Q2 2025
Harbor Investment Advisory, LLC

BUY
 -
118
+ 262.22%
$21.3K - $28.4K
163 $41.2K
Aug 07, 2025 Q2 2025
Winthrop Capital Management, LLC

Carmel, IN
BUY
 -
116
+ 65.54%
$21K - $27.9K
293 $74.1K
Jul 28, 2025 Q2 2025
Cypress Wealth Services, LLC

BUY
 -
114
+ 1.27%
$20.6K - $27.4K
9.07K $2.29M
Jul 11, 2025 Q2 2025
Busey Wealth Management

BUY
 -
113
+ 4.58%
$20.4K - $27.2K
2.58K $652K
Aug 12, 2025 Q2 2025
Jacobi Capital Management LLC

BUY
 -
110
+ 6.54%
$19.9K - $26.4K
1.79K $453K
Jul 17, 2025 Q2 2025
Sound Income Strategies, LLC

BUY
 -
108
+ 1.22%
$19.5K - $26K
8.97K $2.27M
Aug 15, 2025 Q2 2025
Audent Global Asset Management, LLC

West Hollywood, CA
BUY
 -
105
+ 0.38%
$19K - $25.2K
27.9K $7.05M
Jul 22, 2025 Q2 2025
Tcfg Wealth Management, LLC

Laguna Niguel, CA
BUY
 -
100
+ 6.98%
$18.1K - $24K
1.53K $388K
Aug 05, 2025 Q2 2025
Wellington Shields & Co., LLC

New York, NY
BUY
 -
100
+ 100.0%
$18.1K - $24K
200 $50.6K
Aug 14, 2025 Q2 2025
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
100
+ 32.26%
$18.1K - $24K
410 $104K
Jul 10, 2025 Q2 2025
Family Legacy Financial Solutions, LLC

Cary, NC
BUY
 -
100
New
$18.1K - $24K
100 $25.3K
Aug 06, 2025 Q2 2025
Commonwealth Equity Services, LLC

BUY
 -
99
+ 0.03%
$17.9K - $23.8K
355K $89.8M
Aug 08, 2025 Q2 2025
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
97
+ 0.79%
$17.5K - $23.3K
12.4K $3.13M
Aug 05, 2025 Q2 2025
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
94
+ 3.11%
$17K - $22.6K
3.12K $789K
Aug 27, 2025 Q2 2025
Barnes Wealth Management Group, Inc

Bakersfield, CA
BUY
 -
92
+ 0.93%
$16.6K - $22.1K
9.95K $2.52M
Aug 08, 2025 Q2 2025
Larson Financial Group LLC

BUY
 -
88
+ 5.85%
$15.9K - $21.1K
1.59K $402K
Jul 18, 2025 Q2 2025
Soa Wealth Advisors, Llc.

BUY
 -
86
New
$15.6K - $20.7K
86 $21.7K
Aug 12, 2025 Q2 2025
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
84
+ 84.0%
$15.2K - $20.2K
184 $46.5K
Aug 29, 2025 Q2 2025
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
83
New
$15K - $19.9K
83 $21K
Jul 29, 2025 Q2 2025
Chicago Partners Investment Group LLC

BUY
 -
81
+ 0.2%
$14.6K - $19.5K
40.3K $10.2M
Jul 24, 2025 Q2 2025
Rice Partnership, LLC

BUY
 -
81
New
$14.6K - $19.5K
81 $20.5K
Aug 07, 2025 Q2 2025
Tacita Capital Inc

Toronto, A6
BUY
 -
77
+ 0.23%
$13.9K - $18.5K
33.9K $8.57M
Aug 12, 2025 Q2 2025
Bokf, Na

Tulsa, OK
BUY
 -
77
New
$13.9K - $18.5K
77 $19.5K

Track Institutional and Insider Activities on MTUM

Follow ISHARES MSCI USA MOMENTUM FACT and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells MTUM shares.

Notify only if

Insider Trading

Get notified when an Ishares Msci Usa Momentum Fact insider buys or sells MTUM shares.

Notify only if

News

Receive news related to ISHARES MSCI USA MOMENTUM FACT

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on MTUM