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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
739K+ 29.32% |
$175M - $190M
|
3.26M
$802M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
337K+ 14.65% |
$79.7M - $86.9M
|
2.64M
$649M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
336K+ 83.54% |
$79.5M - $86.7M
|
739K
$182M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
202K+ 47.0% |
$47.6M - $52M
|
631K
$155M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
121K+ 4.11% |
$28.6M - $31.1M
|
3.06M
$754M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
109KNew |
$25.6M - $28M
|
109K
$26.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
103K+ 274.04% |
$24.4M - $26.6M
|
141K
$34.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
94.9K+ 8.29% |
$22.4M - $24.4M
|
1.24M
$305M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
90.8K+ 7.38% |
$21.5M - $23.4M
|
1.32M
$325M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
85K+ 2310.08% |
$20.1M - $21.9M
|
88.7K
$21.8M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
83.8KNew |
$19.8M - $21.6M
|
83.8K
$20.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
74.1KNew |
$17.5M - $19.1M
|
74.1K
$18.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
66.5K+ 14.53% |
$15.7M - $17.1M
|
524K
$129M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
64K+ 213.06% |
$15.1M - $16.5M
|
94K
$23.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
61.9K+ 67.51% |
$14.6M - $16M
|
154K
$37.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
48.4K+ 19.54% |
$11.4M - $12.5M
|
296K
$72.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.7K+ 10.83% |
$11.3M - $12.3M
|
488K
$120M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40.5KNew |
$9.56M - $10.4M
|
40.5K
$9.96M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
36.9K+ 315.84% |
$8.72M - $9.52M
|
48.6K
$12M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
36.6K+ 3156.64% |
$8.65M - $9.44M
|
37.8K
$9.3M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
35.9K+ 31.15% |
$8.49M - $9.26M
|
151K
$37.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
34.7K+ 27.51% |
$8.19M - $8.93M
|
161K
$39.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6K+ 19.52% |
$8.17M - $8.91M
|
212K
$52.1M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
33.5K+ 1310.57% |
$7.91M - $8.63M
|
36K
$8.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.4K+ 3.62% |
$7.18M - $7.83M
|
871K
$214M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.2K+ 2.6% |
$6.91M - $7.53M
|
1.15M
$283M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
27.8K+ 202.25% |
$6.57M - $7.17M
|
41.6K
$10.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
26.4K+ 79.16% |
$6.25M - $6.81M
|
59.8K
$14.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
26.4K+ 147.33% |
$6.24M - $6.8M
|
44.3K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
25.8KNew |
$6.1M - $6.65M
|
25.8K
$6.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.3K+ 11.44% |
$5.97M - $6.51M
|
246K
$60.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
24.9K+ 351.69% |
$5.88M - $6.41M
|
32K
$7.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.5K+ 17.8% |
$5.79M - $6.31M
|
162K
$39.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22.7K+ 22.47% |
$5.37M - $5.86M
|
124K
$30.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
22.7KNew |
$5.36M - $5.85M
|
22.7K
$5.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
21.9K+ 1496.24% |
$5.18M - $5.64M
|
23.4K
$5.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
21.6K+ 9.79% |
$5.11M - $5.57M
|
242K
$59.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
21.4KNew |
$5.06M - $5.52M
|
21.4K
$5.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
20.3K+ 270.76% |
$4.8M - $5.23M
|
27.8K
$6.84M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
BUY
|
- |
20.2K+ 22.33% |
$4.78M - $5.21M
|
111K
$27.3M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
17.4K+ 1.44% |
$4.11M - $4.48M
|
1.22M
$301M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.1K+ 383.79% |
$3.81M - $4.16M
|
20.4K
$5.01M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
15.1K+ 10.55% |
$3.56M - $3.88M
|
158K
$38.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
14.5K+ 925.48% |
$3.42M - $3.73M
|
16K
$3.94M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.5K+ 11.96% |
$3.18M - $3.47M
|
126K
$31M
|
|
|
Nov 12, 2025
Q3 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
12.2K+ 28.82% |
$2.88M - $3.14M
|
54.5K
$13.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 13.4% |
$2.79M - $3.04M
|
99.8K
$24.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.6K+ 0.15% |
$2.74M - $2.99M
|
7.6M
$1.87B
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
11.5K+ 1.28% |
$2.73M - $2.98M
|
911K
$224M
|
|
|
Nov 14, 2025
Q3 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 630.16% |
$2.72M - $2.97M
|
13.4K
$3.29M
|
|