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 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
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.18KNew |
$278K - $303K
|
1.18K
$298K
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.15KNew |
$272K - $296K
|
1.15K
$291K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.11K+ 11.57% |
$262K - $285K
|
10.7K
$2.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.09K+ 38.66% |
$258K - $282K
|
3.92K
$992K
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.08K+ 15.71% |
$255K - $278K
|
7.95K
$2.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.03K+ 4.83% |
$244K - $266K
|
22.5K
$5.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.03KNew |
$244K - $266K
|
1.03K
$261K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.03KNew |
$244K - $266K
|
1.03K
$261K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.03KNew |
$243K - $265K
|
1.03K
$260K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.02K+ 57.86% |
$240K - $262K
|
2.77K
$701K
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
1.02KNew |
$240K - $262K
|
1.02K
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
983+ 4.53% |
$232K - $253K
|
22.7K
$5.73M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
952New |
$225K - $245K
|
952
$241K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
880New |
$208K - $227K
|
880
$223K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
832New |
$197K - $214K
|
832
$210K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
821New |
$194K - $212K
|
821
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
811+ 6.99% |
$192K - $209K
|
12.4K
$3.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
807New |
$191K - $208K
|
807
$204K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
794New |
$188K - $205K
|
794
$201K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
784New |
$185K - $202K
|
784
$198K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
776+ 6.01% |
$183K - $200K
|
13.7K
$3.46M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
745New |
$176K - $192K
|
745
$188K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
726+ 1.89% |
$172K - $187K
|
39.1K
$9.89M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
696+ 2.18% |
$164K - $179K
|
32.7K
$8.26M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
691+ 23.0% |
$163K - $178K
|
3.7K
$935K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
671+ 4.02% |
$159K - $173K
|
17.4K
$4.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
628+ 1.9% |
$148K - $162K
|
33.7K
$8.52M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
627+ 1.16% |
$148K - $162K
|
54.5K
$13.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
598+ 18.56% |
$141K - $154K
|
3.82K
$966K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
575+ 17.46% |
$136K - $148K
|
3.87K
$978K
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
534+ 7.31% |
$126K - $138K
|
7.84K
$1.98M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
491+ 5.29% |
$116K - $127K
|
9.77K
$2.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
486+ 9.44% |
$115K - $125K
|
5.63K
$1.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
485+ 5.95% |
$115K - $125K
|
8.63K
$2.18M
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
484+ 2.58% |
$114K - $125K
|
19.3K
$4.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
432+ 3.37% |
$102K - $111K
|
13.3K
$3.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
424+ 5.88% |
$100K - $109K
|
7.63K
$1.93M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
419+ 85.16% |
$99K - $108K
|
911
$230K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
395+ 26.11% |
$93.3K - $102K
|
1.91K
$483K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
383+ 5.41% |
$90.5K - $98.7K
|
7.47K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
380+ 2.0% |
$89.8K - $97.9K
|
19.4K
$4.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
354+ 9.99% |
$83.6K - $91.2K
|
3.9K
$986K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
353+ 4.55% |
$83.4K - $91K
|
8.12K
$2.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
331New |
$78.2K - $85.3K
|
331
$83.7K
|