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 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-100- 5.97% |
$23.6K - $25.8K
|
1.58K
$398K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-101- 1.74% |
$23.9K - $26K
|
5.69K
$1.44M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-103- 2.67% |
$24.3K - $26.5K
|
3.76K
$950K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-110- 5.37% |
$26K - $28.3K
|
1.94K
$490K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-113- 5.03% |
$26.7K - $29.1K
|
2.13K
$539K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-119- 30.99% |
$28.1K - $30.7K
|
265
$67K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-120- 11.62% |
$28.4K - $30.9K
|
913
$231K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-127- 1.37% |
$30K - $32.7K
|
9.14K
$2.31M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-130- 1.38% |
$30.7K - $33.5K
|
9.26K
$2.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-131- 1.14% |
$30.9K - $33.8K
|
11.4K
$2.88M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-133- 52.16% |
$31.4K - $34.3K
|
122
$30.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-138- 1.31% |
$32.6K - $35.6K
|
10.4K
$2.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-150- 1.92% |
$35.4K - $38.7K
|
7.66K
$1.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-159- 3.25% |
$37.6K - $41K
|
4.73K
$1.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-160- 8.52% |
$37.8K - $41.2K
|
1.72K
$434K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-179- 1.64% |
$42.3K - $46.1K
|
10.7K
$2.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-188- 12.91% |
$44.4K - $48.4K
|
1.27K
$321K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-227- 13.65% |
$53.6K - $58.5K
|
1.44K
$363K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-231- 20.79% |
$54.6K - $59.5K
|
880
$223K
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-239- 3.67% |
$56.5K - $61.6K
|
6.27K
$1.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-240- 3.19% |
$56.7K - $61.8K
|
7.28K
$1.84M
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-256- 8.49% |
$60.5K - $66K
|
2.76K
$698K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-275- 25.0% |
$65K - $70.9K
|
825
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-286- 40.68% |
$67.6K - $73.7K
|
417
$105K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-334- 9.64% |
$78.9K - $86.1K
|
3.13K
$792K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-340- 2.89% |
$80.3K - $87.6K
|
11.4K
$2.89M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-354- 7.35% |
$83.6K - $91.2K
|
4.46K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-355- 13.77% |
$83.9K - $91.5K
|
2.22K
$562K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-398- 20.86% |
$94K - $103K
|
1.51K
$382K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-450- 20.35% |
$106K - $116K
|
1.76K
$445K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-453- 1.56% |
$107K - $117K
|
28.5K
$7.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-487- 40.82% |
$115K - $125K
|
706
$179K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-504- 1.71% |
$119K - $130K
|
28.9K
$7.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-514- 10.94% |
$121K - $132K
|
4.18K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-540- 14.65% |
$128K - $139K
|
3.15K
$796K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-549- 96.32% |
$130K - $141K
|
21
$5.31K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-557- 1.03% |
$132K - $144K
|
53.3K
$13.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-572- 5.27% |
$135K - $147K
|
10.3K
$2.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-592- 15.08% |
$140K - $153K
|
3.34K
$843K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-697- 34.52% |
$165K - $180K
|
1.32K
$334K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-698- 38.86% |
$165K - $180K
|
1.1K
$278K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-757- 13.02% |
$179K - $195K
|
5.06K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-888- 0.66% |
$210K - $229K
|
134K
$34M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-993- 2.23% |
$235K - $256K
|
43.6K
$11M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 4.72% |
$248K - $271K
|
21.2K
$5.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.09K- 19.63% |
$257K - $280K
|
4.45K
$1.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.23K- 13.29% |
$291K - $317K
|
8.03K
$2.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.34K- 4.86% |
$316K - $345K
|
26.1K
$6.61M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1.44K- 16.85% |
$339K - $370K
|
7.09K
$1.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.45K- 50.1% |
$343K - $374K
|
1.44K
$365K
|