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 07, 2026
Q4 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
12.4K+ 1.87% |
$3.05M - $3.2M
|
676K
$166M
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.96K+ 44.96% |
$1.96M - $2.05M
|
25.7K
$6.31M
|
|
|
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 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.48K+ 190.38% |
$856K - $899K
|
5.31K
$1.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.18K+ 56.37% |
$536K - $563K
|
6.05K
$1.49M
|
|
|
Jan 05, 2026
Q4 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
1.05K+ 2.86% |
$258K - $270K
|
37.7K
$9.27M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.03KNew |
$253K - $266K
|
1.03K
$254K
|
|
|
Jan 07, 2026
Q4 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
873New |
$215K - $225K
|
873
$215K
|
|
|
Jan 07, 2026
Q4 2025
|
Bay Rivers Group
|
BUY
|
- |
714+ 48.02% |
$175K - $184K
|
2.2K
$542K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
508+ 10.05% |
$125K - $131K
|
5.56K
$1.37M
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
112+ 12.73% |
$27.5K - $28.9K
|
992
$244K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
70+ 45.16% |
$17.2K - $18.1K
|
225
$55.4K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.07% |
$983 - $1.03K
|
5.69K
$1.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
1+ 0.05% |
$246 - $258
|
2.21K
$544K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-10- 0.39% |
$2.46K - $2.58K
|
2.56K
$629K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 0.34% |
$3.69K - $3.87K
|
4.45K
$1.09M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-46- 1.21% |
$11.3K - $11.9K
|
3.77K
$927K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-97- 1.41% |
$23.8K - $25K
|
6.76K
$1.66M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-147- 2.06% |
$36.1K - $37.9K
|
6.99K
$1.72M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-555- 31.52% |
$136K - $143K
|
1.21K
$297K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-959- 51.56% |
$236K - $247K
|
901
$222K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.46K- 5.64% |
$604K - $634K
|
41.1K
$10.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.46K- 3.46% |
$606K - $636K
|
68.8K
$16.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.09K- 31.5% |
$760K - $798K
|
6.72K
$1.65M
|
|