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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
73+ 0.52% |
$13.2K - $17.5K
|
14.2K
$3.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
72+ 5.47% |
$13K - $17.3K
|
1.39K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
71New |
$12.8K - $17.1K
|
71
$18K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
68New |
$12.3K - $16.3K
|
68
$17.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67+ 44.97% |
$12.1K - $16.1K
|
216
$54.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
63+ 2.59% |
$11.4K - $15.1K
|
2.5K
$632K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
57+ 1.69% |
$10.3K - $13.7K
|
3.43K
$868K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
57New |
$10.3K - $13.7K
|
57
$14.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
56+ 3.65% |
$10.1K - $13.5K
|
1.59K
$402K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
51+ 4.59% |
$9.22K - $12.3K
|
1.16K
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
51+ 2.2% |
$9.22K - $12.3K
|
2.37K
$599K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
48+ 7.96% |
$8.68K - $11.5K
|
651
$165K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47+ 2.49% |
$8.5K - $11.3K
|
1.94K
$489K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
45New |
$8.14K - $10.8K
|
45
$11.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
44+ 2.64% |
$7.96K - $10.6K
|
1.71K
$432K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
43+ 1.11% |
$7.78K - $10.3K
|
3.92K
$991K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
40+ 2.05% |
$7.23K - $9.61K
|
1.99K
$502K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 172.73% |
$6.87K - $9.13K
|
60
$15.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
31+ 1.14% |
$5.61K - $7.45K
|
2.75K
$694K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
31New |
$5.61K - $7.45K
|
31
$7.84K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
31+ 0.97% |
$5.61K - $7.45K
|
3.22K
$814K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
28+ 1.45% |
$5.06K - $6.73K
|
1.96K
$495K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
28+ 1.21% |
$5.06K - $6.73K
|
2.35K
$593K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
27+ 1.07% |
$4.88K - $6.49K
|
2.56K
$646K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
27+ 1.22% |
$4.88K - $6.49K
|
2.25K
$568K
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
26+ 1.57% |
$4.7K - $6.25K
|
1.69K
$426K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
25+ 2.37% |
$4.52K - $6.01K
|
1.08K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
24New |
$4.34K - $5.77K
|
24
$6.07K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
23+ 11.33% |
$4.16K - $5.53K
|
226
$57.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
23New |
$4.16K - $5.53K
|
23
$5.82K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
22+ 1.55% |
$3.98K - $5.29K
|
1.44K
$364K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
22+ 0.16% |
$3.98K - $5.29K
|
13.5K
$3.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.91% |
$3.62K - $4.81K
|
2.23K
$563K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
20New |
$3.62K - $4.81K
|
20
$5.06K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19New |
$3.44K - $4.57K
|
19
$4.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
18+ 0.27% |
$3.26K - $4.33K
|
6.72K
$1.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
18+ 0.81% |
$3.26K - $4.33K
|
2.24K
$567K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
17New |
$3.07K - $4.09K
|
17
$4.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 3.14% |
$3.07K - $4.09K
|
558
$141K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
17+ 1.18% |
$3.07K - $4.09K
|
1.46K
$368K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
13+ 61.9% |
$2.35K - $3.12K
|
34
$8.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.48% |
$2.17K - $2.88K
|
822
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
11+ 0.93% |
$1.99K - $2.64K
|
1.19K
$301K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9+ 0.87% |
$1.63K - $2.16K
|
1.04K
$263K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
9+ 0.19% |
$1.63K - $2.16K
|
4.66K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8+ 0.22% |
$1.45K - $1.92K
|
3.68K
$930K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
8+ 12.12% |
$1.45K - $1.92K
|
74
$18.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
8+ 0.2% |
$1.45K - $1.92K
|
4.02K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
8+ 32.0% |
$1.45K - $1.92K
|
33
$8.35K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7New |
$1.27K - $1.68K
|
7
$1.77K
|