Purchases and Sales Made in Q2 2025 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
699+ 52.95% |
$126K - $168K
|
2.02K
$478K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
685+ 12.71% |
$124K - $165K
|
6.07K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
641+ 46.18% |
$116K - $154K
|
2.03K
$480K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
600+ 26.91% |
$109K - $144K
|
2.83K
$670K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
556+ 3.44% |
$101K - $134K
|
16.7K
$3.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
552+ 6.15% |
$99.8K - $133K
|
9.53K
$2.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
515+ 1.78% |
$93.1K - $124K
|
29.4K
$6.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
497+ 26.72% |
$89.9K - $119K
|
2.36K
$558K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
489+ 17.89% |
$88.4K - $118K
|
3.22K
$763K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
487+ 68.98% |
$88.1K - $117K
|
1.19K
$283K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
455+ 2.41% |
$82.3K - $109K
|
19.3K
$4.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
418+ 11.63% |
$75.6K - $100K
|
4.01K
$950K
|
|
|
Jul 08, 2025
Q2 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
409+ 30.16% |
$74K - $98.3K
|
1.77K
$418K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
406+ 4.01% |
$73.4K - $97.6K
|
10.5K
$2.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
367+ 17.48% |
$66.4K - $88.2K
|
2.47K
$584K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
357+ 0.99% |
$64.6K - $85.8K
|
36.3K
$8.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
345+ 15.93% |
$62.4K - $82.9K
|
2.51K
$595K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
330+ 15.76% |
$59.7K - $79.3K
|
2.42K
$574K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
280+ 21.49% |
$50.6K - $67.3K
|
1.58K
$375K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
240+ 3.72% |
$43.4K - $57.7K
|
6.68K
$1.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
181+ 3.91% |
$32.7K - $43.5K
|
4.82K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
176+ 8.66% |
$31.8K - $42.3K
|
2.21K
$523K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
171+ 2.85% |
$30.9K - $41.1K
|
6.17K
$1.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
137+ 4.34% |
$24.8K - $32.9K
|
3.29K
$780K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
134+ 6.93% |
$24.2K - $32.2K
|
2.07K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
134+ 24.01% |
$24.2K - $32.2K
|
692
$164K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
133+ 109.02% |
$24.1K - $32K
|
255
$60.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
130+ 2.02% |
$23.5K - $31.2K
|
6.55K
$1.55M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
130+ 1.23% |
$23.5K - $31.2K
|
10.7K
$2.54M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
118+ 262.22% |
$21.3K - $28.4K
|
163
$38.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
113+ 4.58% |
$20.4K - $27.2K
|
2.58K
$611K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
108+ 1.22% |
$19.5K - $26K
|
8.97K
$2.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
100New |
$18.1K - $24K
|
100
$23.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
86New |
$15.6K - $20.7K
|
86
$20.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67+ 44.97% |
$12.1K - $16.1K
|
216
$51.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47+ 2.49% |
$8.5K - $11.3K
|
1.94K
$458K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
44+ 2.64% |
$7.96K - $10.6K
|
1.71K
$405K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
40+ 2.05% |
$7.23K - $9.61K
|
1.99K
$471K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 172.73% |
$6.87K - $9.13K
|
60
$14.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
28+ 1.45% |
$5.06K - $6.73K
|
1.96K
$464K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
27+ 1.07% |
$4.88K - $6.49K
|
2.56K
$605K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
27+ 1.22% |
$4.88K - $6.49K
|
2.25K
$532K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
18+ 0.81% |
$3.26K - $4.33K
|
2.24K
$531K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
12+ 1.48% |
$2.17K - $2.88K
|
822
$195K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
9+ 0.19% |
$1.63K - $2.16K
|
4.66K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
8+ 0.22% |
$1.45K - $1.92K
|
3.68K
$871K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6+ 0.1% |
$1.09K - $1.44K
|
5.79K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
5+ 0.18% |
$904 - $1.2K
|
2.84K
$673K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4+ 0.57% |
$723 - $961
|
700
$166K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3New |
$543 - $721
|
3
$710
|