Purchases and Sales Made in Q3 2025 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
83.8KNew |
$19.8M - $21.6M
|
83.8K
$21.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
66.5K+ 14.53% |
$15.7M - $17.1M
|
524K
$132M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
36.6K+ 3156.64% |
$8.65M - $9.44M
|
37.8K
$9.55M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
34.7K+ 27.51% |
$8.19M - $8.93M
|
161K
$40.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.2K+ 2.6% |
$6.91M - $7.53M
|
1.15M
$291M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
26.4K+ 79.16% |
$6.25M - $6.81M
|
59.8K
$15.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.4K+ 147.33% |
$6.24M - $6.8M
|
44.3K
$11.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
24.9K+ 351.69% |
$5.88M - $6.41M
|
32K
$8.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
21.6K+ 9.79% |
$5.11M - $5.57M
|
242K
$61.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
20.3K+ 270.76% |
$4.8M - $5.23M
|
27.8K
$7.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
11.5K+ 1.28% |
$2.73M - $2.98M
|
911K
$230M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
11.5KNew |
$2.72M - $2.97M
|
11.5K
$2.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
11.1K+ 753.09% |
$2.62M - $2.86M
|
12.6K
$3.18M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.6K+ 1112.97% |
$2.51M - $2.74M
|
11.6K
$2.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
9.55K+ 6.05% |
$2.26M - $2.46M
|
168K
$42.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
7.7KNew |
$1.82M - $1.98M
|
7.7K
$1.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.62K+ 19.17% |
$1.8M - $1.96M
|
47.3K
$12M
|
|
|
Oct 14, 2025
Q3 2025
|
Spence Asset Management
|
BUY
|
- |
6.44K+ 246.52% |
$1.52M - $1.66M
|
9.06K
$2.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
6.36K+ 148.75% |
$1.5M - $1.64M
|
10.6K
$2.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5.81K+ 4.51% |
$1.37M - $1.5M
|
135K
$34.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.73K+ 23.67% |
$1.35M - $1.48M
|
29.9K
$7.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.2K+ 1.46% |
$1.23M - $1.34M
|
360K
$91.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
5.05K+ 104.15% |
$1.19M - $1.3M
|
9.89K
$2.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.79K+ 18.94% |
$1.13M - $1.23M
|
30.1K
$7.61M
|
|
|
Oct 14, 2025
Q3 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.42K+ 1.41% |
$1.04M - $1.14M
|
318K
$80.5M
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
4.4KNew |
$1.04M - $1.13M
|
4.4K
$1.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.28K+ 0.65% |
$1.01M - $1.1M
|
664K
$168M
|
|
|
Oct 14, 2025
Q3 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.88K+ 48.02% |
$916K - $999K
|
11.9K
$3.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.82K+ 105.41% |
$902K - $984K
|
7.44K
$1.88M
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
3.65KNew |
$862K - $940K
|
3.65K
$923K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.64K+ 17.0% |
$859K - $937K
|
25K
$6.33M
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.43K+ 19.48% |
$810K - $883K
|
21K
$5.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.41K+ 224.97% |
$805K - $878K
|
4.92K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
2.89K+ 1.39% |
$683K - $745K
|
211K
$53.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.82K+ 324.17% |
$666K - $726K
|
3.69K
$932K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.7K+ 23.48% |
$638K - $696K
|
14.2K
$3.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.69K+ 58.46% |
$634K - $692K
|
7.28K
$1.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.26K+ 23.69% |
$533K - $582K
|
11.8K
$2.98M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
BUY
|
- |
2.21K+ 0.74% |
$521K - $569K
|
301K
$76.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
2.2K+ 11.01% |
$520K - $568K
|
22.2K
$5.62M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.2K+ 12.24% |
$519K - $566K
|
20.1K
$5.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.06KNew |
$487K - $531K
|
2.06K
$521K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
1.86KNew |
$439K - $479K
|
1.86K
$470K
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
1.56KNew |
$368K - $401K
|
1.56K
$394K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 5.95% |
$363K - $396K
|
27.4K
$6.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.54K+ 50.44% |
$363K - $396K
|
4.58K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.48K+ 2.2% |
$349K - $381K
|
68.9K
$17.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.26K+ 5.88% |
$298K - $325K
|
22.7K
$5.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.21KNew |
$285K - $311K
|
1.21K
$305K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.2K+ 3.22% |
$284K - $310K
|
38.6K
$9.76M
|