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
|
Cx Institutional
|
BUY
|
- |
302+ 141.12% |
$71.3K - $77.8K
|
516
$130K
|
|
|
Oct 20, 2025
Q3 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
296+ 4.4% |
$69.9K - $76.3K
|
7.02K
$1.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
293+ 0.81% |
$69.2K - $75.5K
|
36.6K
$9.26M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
289+ 2.52% |
$68.3K - $74.5K
|
11.8K
$2.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
272+ 22.78% |
$64.3K - $70.1K
|
1.47K
$371K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
263+ 1.03% |
$62.1K - $67.8K
|
25.9K
$6.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
220+ 8.57% |
$52K - $56.7K
|
2.79K
$705K
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
216+ 1.47% |
$51K - $55.7K
|
14.9K
$3.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
212+ 2.36% |
$50.1K - $54.6K
|
9.21K
$2.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
209+ 6.26% |
$49.4K - $53.9K
|
3.55K
$897K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
198+ 8.4% |
$46.8K - $51K
|
2.56K
$646K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
185+ 2.06% |
$43.7K - $47.7K
|
9.16K
$2.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
179+ 397.78% |
$42.3K - $46.1K
|
224
$56.6K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
170+ 12.36% |
$40.2K - $43.8K
|
1.55K
$391K
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
166+ 12.71% |
$39.2K - $42.8K
|
1.47K
$372K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
161+ 4.41% |
$38K - $41.5K
|
3.81K
$964K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
158+ 5.46% |
$37.3K - $40.7K
|
3.05K
$772K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
152+ 7.86% |
$35.9K - $39.2K
|
2.09K
$528K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
139+ 5.87% |
$32.8K - $35.8K
|
2.51K
$634K
|
|
|
Oct 28, 2025
Q3 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
130+ 2.32% |
$30.7K - $33.5K
|
5.73K
$1.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
121+ 10.62% |
$28.6K - $31.2K
|
1.26K
$319K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
109+ 4.27% |
$25.8K - $28.1K
|
2.66K
$674K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
108New |
$25.5K - $27.8K
|
108
$27.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
107+ 2.94% |
$25.3K - $27.6K
|
3.75K
$949K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
101+ 65.16% |
$23.9K - $26K
|
256
$64.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
101+ 6.78% |
$23.9K - $26K
|
1.59K
$402K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
93+ 1.83% |
$22K - $24K
|
5.17K
$1.31M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
84+ 15.61% |
$19.8K - $21.6K
|
622
$157K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
82New |
$19.4K - $21.1K
|
82
$20.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
72New |
$17K - $18.6K
|
72
$18.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
68+ 2.31% |
$16.1K - $17.5K
|
3.01K
$761K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
65+ 3.68% |
$15.4K - $16.7K
|
1.83K
$463K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
60New |
$14.2K - $15.5K
|
60
$15.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
56+ 1.4% |
$13.2K - $14.4K
|
4.07K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
46+ 1.44% |
$10.9K - $11.9K
|
3.25K
$821K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
45+ 0.28% |
$10.6K - $11.6K
|
15.9K
$4.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
44+ 2.35% |
$10.4K - $11.3K
|
1.92K
$486K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
43+ 1.1% |
$10.2K - $11.1K
|
3.96K
$1M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
42+ 0.73% |
$9.92K - $10.8K
|
5.76K
$1.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
40+ 2.92% |
$9.45K - $10.3K
|
1.41K
$357K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
39+ 15.6% |
$9.21K - $10K
|
289
$73.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
37+ 27.01% |
$8.74K - $9.53K
|
174
$44K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
36+ 0.9% |
$8.51K - $9.28K
|
4.04K
$1.02M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
34+ 0.22% |
$8.03K - $8.76K
|
15.6K
$3.94M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
33+ 1.31% |
$7.8K - $8.5K
|
2.54K
$643K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
27New |
$6.38K - $6.96K
|
27
$6.83K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
26New |
$6.14K - $6.7K
|
26
$6.58K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
24+ 0.75% |
$5.67K - $6.18K
|
3.23K
$817K
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
BUY
|
- |
20+ 1.36% |
$4.73K - $5.15K
|
1.49K
$376K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
18+ 1.79% |
$4.25K - $4.64K
|
1.02K
$258K
|