Purchases and Sales Made in Q1 2025 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
219+ 10.93% |
$43K - $50.3K
|
2.22K
$526K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
219+ 9.87% |
$43K - $50.3K
|
2.44K
$577K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
219+ 122.35% |
$43K - $50.3K
|
398
$94.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
218+ 3.51% |
$42.8K - $50K
|
6.42K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
217+ 11.53% |
$42.6K - $49.8K
|
2.1K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
214New |
$42K - $49.1K
|
214
$50.7K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
206+ 38.36% |
$40.4K - $47.3K
|
743
$176K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
205+ 0.63% |
$40.2K - $47K
|
32.6K
$7.73M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
190+ 11.68% |
$37.3K - $43.6K
|
1.82K
$430K
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
189+ 3.02% |
$37.1K - $43.4K
|
6.44K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
186+ 6.54% |
$36.5K - $42.7K
|
3.03K
$718K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
184+ 6.73% |
$36.1K - $42.2K
|
2.92K
$691K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
166+ 0.71% |
$32.6K - $38.1K
|
23.5K
$5.57M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
162+ 3.15% |
$31.8K - $37.2K
|
5.3K
$1.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
161New |
$31.6K - $36.9K
|
161
$38.1K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
160+ 1.65% |
$31.4K - $36.7K
|
9.86K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
157+ 14.23% |
$30.8K - $36K
|
1.26K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
154+ 5.37% |
$30.2K - $35.3K
|
3.02K
$716K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
154+ 2.49% |
$30.2K - $35.3K
|
6.34K
$1.5M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
154+ 9.33% |
$30.2K - $35.3K
|
1.8K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
154+ 7.12% |
$30.2K - $35.3K
|
2.32K
$549K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
151+ 5.85% |
$29.6K - $34.7K
|
2.73K
$647K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
149New |
$29.2K - $34.2K
|
149
$35.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
140+ 1.44% |
$27.5K - $32.1K
|
9.88K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
139+ 0.37% |
$27.3K - $31.9K
|
37.9K
$8.99M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
135+ 57.94% |
$26.5K - $31K
|
368
$87.1K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
131+ 10.02% |
$25.7K - $30.1K
|
1.44K
$341K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
127New |
$24.9K - $29.1K
|
127
$30.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
120+ 3.61% |
$23.5K - $27.5K
|
3.45K
$817K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
119+ 6.58% |
$23.3K - $27.3K
|
1.93K
$457K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
119+ 9.95% |
$23.3K - $27.3K
|
1.32K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
116+ 4.38% |
$22.7K - $26.6K
|
2.77K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
111+ 0.35% |
$21.8K - $25.5K
|
31.4K
$7.44M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
110+ 10.3% |
$21.6K - $25.2K
|
1.18K
$279K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
109+ 1.36% |
$21.4K - $25K
|
8.15K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
104+ 7.13% |
$20.4K - $23.9K
|
1.56K
$370K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
103+ 1.99% |
$20.2K - $23.6K
|
5.27K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
102+ 74.45% |
$20K - $23.4K
|
239
$56.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
101+ 8.37% |
$19.8K - $23.2K
|
1.31K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 2.31% |
$19.6K - $22.9K
|
4.43K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
93+ 64.14% |
$18.2K - $21.3K
|
238
$56.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
91+ 1.7% |
$17.8K - $20.9K
|
5.45K
$1.29M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
90New |
$17.7K - $20.7K
|
90
$21.3K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
88+ 0.4% |
$17.3K - $20.2K
|
22.2K
$5.26M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
88+ 0.71% |
$17.3K - $20.2K
|
12.4K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
87+ 140.32% |
$17.1K - $20K
|
149
$35.3K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
86+ 3.27% |
$16.9K - $19.7K
|
2.71K
$643K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
83+ 8.54% |
$16.3K - $19K
|
1.06K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
81+ 0.68% |
$15.9K - $18.6K
|
12K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
79+ 0.83% |
$15.5K - $18.1K
|
9.64K
$2.28M
|