Purchases and Sales Made in Q4 2025 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
187K+ 35.73% |
$46M - $48.3M
|
711K
$175M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
109K+ 65.25% |
$26.9M - $28.2M
|
277K
$68.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
109K+ 9.6% |
$26.7M - $28.1M
|
1.24M
$306M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
43.2K+ 79.22% |
$10.6M - $11.1M
|
97.7K
$24M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
37.3K+ 2.54% |
$9.16M - $9.62M
|
1.5M
$370M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
33.2K+ 70.21% |
$8.17M - $8.58M
|
80.6K
$19.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
23.3K+ 59.66% |
$5.74M - $6.02M
|
62.5K
$15.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
20.8KNew |
$5.11M - $5.36M
|
20.8K
$5.11M
|
|
|
Jan 21, 2026
Q4 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
20.5K+ 52.99% |
$5.03M - $5.28M
|
59K
$14.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
15K+ 59.26% |
$3.68M - $3.87M
|
40.3K
$9.91M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
14.6K+ 70.63% |
$3.59M - $3.77M
|
35.3K
$8.69M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
12.7KNew |
$3.13M - $3.28M
|
12.7K
$3.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.7K+ 46.41% |
$3.12M - $3.28M
|
40.1K
$9.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
12.4K+ 1.87% |
$3.05M - $3.2M
|
676K
$166M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
11.9K+ 38.35% |
$2.93M - $3.08M
|
43K
$10.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
10.1KNew |
$2.49M - $2.62M
|
10.1K
$2.49M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.96K+ 44.96% |
$1.96M - $2.05M
|
25.7K
$6.31M
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
7.09K+ 2.35% |
$1.74M - $1.83M
|
308K
$75.9M
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.87K+ 63.34% |
$1.44M - $1.51M
|
15.1K
$3.72M
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
5.86K+ 63.09% |
$1.44M - $1.51M
|
15.2K
$3.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.74K+ 63.55% |
$1.41M - $1.48M
|
14.8K
$3.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
5.41KNew |
$1.33M - $1.4M
|
5.41K
$1.33M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.19K+ 5.52% |
$1.28M - $1.34M
|
99.2K
$24.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5.06K+ 2.96% |
$1.24M - $1.3M
|
176K
$43.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.82K+ 14.3% |
$1.18M - $1.24M
|
38.5K
$9.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.68K+ 3.47% |
$1.15M - $1.21M
|
139K
$34.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
4.67K+ 54.11% |
$1.15M - $1.21M
|
13.3K
$3.27M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.49K+ 40.98% |
$1.1M - $1.16M
|
15.5K
$3.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.46K+ 63.45% |
$1.1M - $1.15M
|
11.5K
$2.83M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.26K+ 25.27% |
$1.05M - $1.1M
|
21.1K
$5.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
3.96K+ 56.45% |
$974K - $1.02M
|
11K
$2.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
3.92K+ 58.54% |
$963K - $1.01M
|
10.6K
$2.61M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.84K+ 18.09% |
$943K - $990K
|
25K
$6.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
BUY
|
- |
3.59KNew |
$882K - $926K
|
3.59K
$883K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.48K+ 190.38% |
$856K - $899K
|
5.31K
$1.31M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.26KNew |
$801K - $841K
|
3.26K
$802K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.24K+ 89.89% |
$795K - $835K
|
6.83K
$1.68M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.17K+ 43.58% |
$780K - $818K
|
10.5K
$2.57M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.93K+ 23.78% |
$720K - $755K
|
15.2K
$3.75M
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.85KNew |
$701K - $736K
|
2.85K
$702K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
2.82K+ 23.98% |
$694K - $728K
|
14.6K
$3.59M
|
|
|
Jan 09, 2026
Q4 2025
|
Spence Asset Management
|
BUY
|
- |
2.8K+ 30.91% |
$688K - $722K
|
11.9K
$2.92M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.74K+ 27.75% |
$674K - $708K
|
12.6K
$3.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.72K+ 263.21% |
$668K - $702K
|
3.75K
$923K
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.62KNew |
$644K - $676K
|
2.62K
$645K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.61K+ 197.28% |
$641K - $673K
|
3.93K
$967K
|
|
|
Jan 21, 2026
Q4 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.56K+ 14.74% |
$630K - $661K
|
19.9K
$4.91M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.53KNew |
$622K - $653K
|
2.53K
$623K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.48K+ 69.97% |
$610K - $640K
|
6.03K
$1.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.3K+ 55.08% |
$566K - $594K
|
6.48K
$1.6M
|
|