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 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 29, 2025
Q3 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-583- 4.2% |
$138K - $150K
|
13.3K
$3.36M
|
|
|
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 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-941- 37.73% |
$222K - $242K
|
1.55K
$393K
|
|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.57K- 8.9% |
$372K - $406K
|
16.1K
$4.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.67K- 4.96% |
$395K - $430K
|
32K
$8.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.72K- 1.97% |
$406K - $442K
|
85.4K
$21.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.76K- 6.51% |
$416K - $454K
|
25.3K
$6.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.79K- 94.3% |
$422K - $460K
|
108
$27.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2.91K- 66.75% |
$688K - $750K
|
1.45K
$367K
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-3K- 2.32% |
$710K - $774K
|
127K
$32M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.19K- 17.43% |
$754K - $823K
|
15.1K
$3.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-3.28K- 18.28% |
$775K - $845K
|
14.7K
$3.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.29K- 6.53% |
$776K - $847K
|
47K
$11.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-3.37K- 5.95% |
$796K - $868K
|
53.2K
$13.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-4.21KClosed |
$995K - $1.08M
|
0
$0
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.59K- 16.13% |
$1.08M - $1.18M
|
23.9K
$6.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.03K- 2.86% |
$1.19M - $1.3M
|
171K
$43.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-5.83K- 86.15% |
$1.38M - $1.5M
|
937
$237K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.1K- 87.75% |
$1.44M - $1.57M
|
851
$215K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.62K- 68.05% |
$1.56M - $1.71M
|
3.11K
$786K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.24K- 47.61% |
$1.71M - $1.86M
|
7.96K
$2.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-10.9K- 25.88% |
$2.56M - $2.8M
|
31.1K
$7.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.4K- 58.46% |
$3.64M - $3.97M
|
11K
$2.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16K- 3.7% |
$3.79M - $4.13M
|
418K
$106M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.6K- 1.73% |
$4.16M - $4.53M
|
1M
$253M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-22.8K- 13.02% |
$5.39M - $5.88M
|
153K
$38.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-27.2K- 27.85% |
$6.42M - $7M
|
70.4K
$17.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-76.9K- 6.35% |
$18.2M - $19.8M
|
1.13M
$287M
|