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 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2New |
$362 - $481
|
2
$474
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.05% |
$181 - $240
|
1.95K
$462K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1+ 0.01% |
$181 - $240
|
8.15K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-2- 0.06% |
$362 - $481
|
3.18K
$753K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-2- 0.1% |
$362 - $481
|
2.1K
$497K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-3- 0.06% |
$543 - $721
|
5.39K
$1.28M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-5- 0.19% |
$904 - $1.2K
|
2.57K
$608K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-8- 0.14% |
$1.45K - $1.92K
|
5.52K
$1.31M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-13- 0.35% |
$2.35K - $3.12K
|
3.65K
$865K
|
|
|
Jul 16, 2025
Q2 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-17- 0.13% |
$3.07K - $4.09K
|
12.7K
$3.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-23- 0.75% |
$4.16K - $5.53K
|
3.04K
$721K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24- 0.71% |
$4.34K - $5.77K
|
3.34K
$790K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-24- 1.03% |
$4.34K - $5.77K
|
2.32K
$548K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
SELL
|
- |
-24- 1.38% |
$4.34K - $5.77K
|
1.71K
$405K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-28- 0.82% |
$5.06K - $6.73K
|
3.38K
$800K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-29- 0.16% |
$5.24K - $6.97K
|
17.7K
$4.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-35- 15.28% |
$6.33K - $8.41K
|
194
$45.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-45- 50.0% |
$8.14K - $10.8K
|
45
$10.7K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-47- 3.18% |
$8.5K - $11.3K
|
1.43K
$339K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-49- 0.68% |
$8.86K - $11.8K
|
7.16K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-54- 0.02% |
$9.77K - $13K
|
299K
$70.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-60- 3.46% |
$10.9K - $14.4K
|
1.68K
$397K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-62- 5.91% |
$11.2K - $14.9K
|
987
$234K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-73- 15.4% |
$13.2K - $17.5K
|
401
$95K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-86- 1.61% |
$15.6K - $20.7K
|
5.27K
$1.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-87- 7.14% |
$15.7K - $20.9K
|
1.13K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-98- 3.11% |
$17.7K - $23.6K
|
3.05K
$723K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-101- 2.1% |
$18.3K - $24.3K
|
4.72K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-102- 42.68% |
$18.4K - $24.5K
|
137
$32.4K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-102- 8.85% |
$18.4K - $24.5K
|
1.05K
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-109- 1.65% |
$19.7K - $26.2K
|
6.51K
$1.54M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-115- 1.45% |
$20.8K - $27.6K
|
7.82K
$1.85M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-120- 4.94% |
$21.7K - $28.8K
|
2.31K
$546K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-124- 0.47% |
$22.4K - $29.8K
|
26.1K
$6.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-131- 10.68% |
$23.7K - $31.5K
|
1.1K
$260K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-140- 4.62% |
$25.3K - $33.6K
|
2.89K
$685K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-173- 8.79% |
$31.3K - $41.6K
|
1.8K
$425K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-195- 3.7% |
$35.3K - $46.9K
|
5.07K
$1.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-200- 1.99% |
$36.2K - $48.1K
|
9.87K
$2.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-211- 13.95% |
$38.2K - $50.7K
|
1.3K
$308K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-232- 6.58% |
$42K - $55.8K
|
3.29K
$780K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-251- 6.39% |
$45.4K - $60.3K
|
3.68K
$871K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-266- 2.82% |
$48.1K - $63.9K
|
9.17K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-267- 17.08% |
$48.3K - $64.2K
|
1.3K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-317- 4.28% |
$57.3K - $76.2K
|
7.09K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-344- 5.66% |
$62.2K - $82.7K
|
5.74K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-461- 1.88% |
$83.4K - $111K
|
24K
$5.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-511- 6.08% |
$92.4K - $123K
|
7.89K
$1.87M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-566- 16.78% |
$102K - $136K
|
2.81K
$665K
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-633- 11.46% |
$114K - $152K
|
4.89K
$1.16M
|