Purchases and Sales Made in Q3 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 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
Accelerate Investment Advisors LLC

Aliso Viejo, CA
BUY
 -
18
+ 1.05%
$4.25K - $4.64K
1.73K $437K
Oct 17, 2025 Q3 2025
Atlas Brown,Inc.

BUY
 -
16
+ 0.71%
$3.78K - $4.12K
2.26K $571K
Oct 09, 2025 Q3 2025
Advisor Net Financial, Inc

BUY
 -
16
+ 2.31%
$3.78K - $4.12K
708 $179K
Oct 16, 2025 Q3 2025
New Hampshire Trust

Concord, NH
BUY
 -
14
+ 1.28%
$3.31K - $3.61K
1.11K $280K
Oct 28, 2025 Q3 2025
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
12
+ 1.07%
$2.84K - $3.09K
1.13K $286K
Oct 24, 2025 Q3 2025
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
11
+ 0.16%
$2.6K - $2.83K
6.7K $1.7M
Oct 14, 2025 Q3 2025
Brighton Jones LLC

BUY
 -
11
+ 0.67%
$2.6K - $2.83K
1.66K $421K
Oct 20, 2025 Q3 2025
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
8
+ 0.22%
$1.89K - $2.06K
3.69K $932K
Oct 17, 2025 Q3 2025
Great Oak Capital Partners, LLC

South Easton, MA
BUY
 -
8
+ 0.11%
$1.89K - $2.06K
7.14K $1.8M
Oct 20, 2025 Q3 2025
Keystone Financial Group, Inc.

Atlanta, GA
BUY
 -
6
+ 0.24%
$1.42K - $1.55K
2.46K $621K
Oct 20, 2025 Q3 2025
High Mark Wealth Management LLC

BUY
 -
3
+ 15.0%
$709 - $773
23 $5.82K
Oct 14, 2025 Q3 2025
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
2
New
$473 - $515
2 $506
Oct 17, 2025 Q3 2025
Harbor Asset Planning, Inc.

Belmont, MA
BUY
 -
1
+ 0.18%
$236 - $258
558 $141K
Oct 23, 2025 Q3 2025
Planned Solutions, Inc.

BUY
 -
1
+ 0.02%
$236 - $258
5.11K $1.29M
Oct 07, 2025 Q3 2025
Veracity Capital LLC

BUY
 -
1
+ 0.09%
$236 - $258
1.1K $277K
Oct 20, 2025 Q3 2025
Mallini Complete Financial Planning LLC

Gainesville, FL
BUY
 -
1
+ 0.05%
$236 - $258
2.21K $559K
Oct 09, 2025 Q3 2025
North Capital, Inc.

Salt Lake City, UT
BUY
 -
1
+ 2.56%
$236 - $258
40 $10.1K
Oct 10, 2025 Q3 2025
Focused Wealth Management, Inc

SELL
 -
-2
- 0.04%
$473 - $515
5.52K $1.39M
Oct 23, 2025 Q3 2025
Family Capital Trust CO

SELL
 -
-3
- 1.68%
$709 - $773
176 $44.5K
Oct 16, 2025 Q3 2025
Lincoln Capital Corp

SELL
 -
-6
- 0.46%
$1.42K - $1.55K
1.29K $326K
Oct 20, 2025 Q3 2025
Northwest Capital Management Inc

SELL
 -
-7
- 29.17%
$1.65K - $1.8K
17 $4.3K
Oct 09, 2025 Q3 2025
Papp L Roy & Associates

SELL
 -
-7
- 0.38%
$1.65K - $1.8K
1.85K $467K
Oct 27, 2025 Q3 2025
Harbor Investment Advisory, LLC

SELL
 -
-8
- 4.91%
$1.89K - $2.06K
155 $39.2K
Oct 17, 2025 Q3 2025
Stonebridge Wealth Management, LLC

Oak Brook, IL
SELL
 -
-10
- 0.96%
$2.36K - $2.58K
1.03K $260K
Oct 21, 2025 Q3 2025
4 J Wealth Management LLC

SELL
 -
-12
- 1.1%
$2.84K - $3.09K
1.08K $272K
Oct 21, 2025 Q3 2025
Eagle Strategies LLC

New York, NY
SELL
 -
-12
- 0.4%
$2.84K - $3.09K
3K $759K
Oct 23, 2025 Q3 2025
Fingerlakes Wealth Management, Inc.

SELL
 -
-12
- 0.58%
$2.84K - $3.09K
2.06K $520K
Oct 09, 2025 Q3 2025
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-12
- 1.46%
$2.84K - $3.09K
810 $205K
Oct 22, 2025 Q3 2025
Bryant Woods Investment Advisors, LLC

SELL
 -
-15
- 0.2%
$3.54K - $3.87K
7.34K $1.86M
Oct 15, 2025 Q3 2025
Fortress Wealth Management, Inc.

SELL
 -
-18
- 0.33%
$4.25K - $4.64K
5.37K $1.36M
Oct 22, 2025 Q3 2025
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-18
- 0.5%
$4.25K - $4.64K
3.6K $910K
Oct 27, 2025 Q3 2025
Cassia Capital Partners, LLC

Winston Salem, NC
SELL
 -
-20
- 0.21%
$4.73K - $5.15K
9.58K $2.42M
Oct 10, 2025 Q3 2025
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
SELL
 -
-22
- 0.85%
$5.2K - $5.67K
2.57K $649K
Oct 08, 2025 Q3 2025
Teamwork Financial Advisors, LLC

SELL
 -
-22
- 1.29%
$5.2K - $5.67K
1.69K $427K
Oct 06, 2025 Q3 2025
Team Financial Group, LLC

Temecula, CA
SELL
 -
-23
- 6.15%
$5.43K - $5.93K
351 $88.8K
Oct 16, 2025 Q3 2025
Cra Financial Services, LLC

SELL
 -
-25
- 0.77%
$5.91K - $6.44K
3.21K $811K
Oct 23, 2025 Q3 2025
Valmark Advisers, Inc.

SELL
 -
-26
- 0.19%
$6.14K - $6.7K
13.5K $3.41M
Oct 24, 2025 Q3 2025
Org Wealth Partners, LLC

Dallas, TX
SELL
 -
-30
- 1.22%
$7.09K - $7.73K
2.44K $616K
Oct 22, 2025 Q3 2025
Capital Planning LLC

SELL
 -
-38
- 0.11%
$8.98K - $9.79K
33.7K $8.52M
Oct 15, 2025 Q3 2025
Cypress Wealth Services, LLC

SELL
 -
-41
- 0.45%
$9.69K - $10.6K
9.03K $2.28M
Oct 24, 2025 Q3 2025
Axis Wealth Partners, LLC

East Providence, RI
SELL
 -
-47
- 4.76%
$11.1K - $12.1K
940 $238K
Oct 27, 2025 Q3 2025
Mbe Wealth Management, LLC

SELL
 -
-50
- 1.48%
$11.8K - $12.9K
3.33K $842K
Oct 07, 2025 Q3 2025
Mc Naughton Wealth Management, LLC

SELL
 -
-53
- 0.85%
$12.5K - $13.7K
6.19K $1.57M
Oct 20, 2025 Q3 2025
James J. Burns & Company, LLC

Melville, NY
SELL
 -
-61
- 4.26%
$14.4K - $15.7K
1.37K $346K
Oct 09, 2025 Q3 2025
Chapin Davis, Inc.

Baltimore, MD
SELL
 -
-71
- 1.15%
$16.8K - $18.3K
6.1K $1.54M
Oct 21, 2025 Q3 2025
First Pacific Financial

SELL
 -
-80
- 20.05%
$18.9K - $20.6K
319 $80.7K
Oct 17, 2025 Q3 2025
Alterna Wealth Management, Inc

Houston, TX
SELL
 -
-81
- 1.25%
$19.1K - $20.9K
6.42K $1.62M
Oct 23, 2025 Q3 2025
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-90
- 27.03%
$21.3K - $23.2K
243 $61.5K
Oct 07, 2025 Q3 2025
Cooper Financial Group

SELL
 -
-93
- 4.49%
$22K - $24K
1.98K $500K

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