Purchases and Sales Made in Q4 2024 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.65M+ 58.46% |
$936M - $1.01B
|
12.6M
$2.75B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.78MNew |
$559M - $604M
|
2.78M
$606M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.33M+ 215.37% |
$269M - $290M
|
1.95M
$427M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
919K+ 420.7% |
$185M - $200M
|
1.14M
$248M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
767K+ 53.61% |
$154M - $167M
|
2.2M
$479M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
758K+ 204.83% |
$153M - $165M
|
1.13M
$246M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
676K+ 5196.83% |
$136M - $147M
|
689K
$150M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
498K+ 196.93% |
$100M - $108M
|
751K
$164M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
463K+ 1055.38% |
$93.3M - $101M
|
507K
$111M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
443K+ 90.2% |
$89.3M - $96.4M
|
935K
$204M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
339K+ 664.51% |
$68.2M - $73.6M
|
390K
$85M
|
|
|
Feb 10, 2025
Q4 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
315KNew |
$63.4M - $68.5M
|
315K
$68.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
308K+ 25.24% |
$62M - $67M
|
1.53M
$334M
|
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
273KNew |
$55M - $59.4M
|
273K
$59.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
263K+ 43.16% |
$53M - $57.3M
|
873K
$191M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
249K+ 140.85% |
$50M - $54.1M
|
425K
$92.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
247KNew |
$49.7M - $53.6M
|
247K
$53.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
222K+ 144.86% |
$44.7M - $48.3M
|
376K
$81.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
174K+ 139.22% |
$35.1M - $37.9M
|
299K
$65.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
166KNew |
$33.5M - $36.2M
|
166K
$36.3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
163K+ 883.3% |
$32.9M - $35.5M
|
182K
$39.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
160K+ 245.58% |
$32.2M - $34.8M
|
225K
$49.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
159KNew |
$32.1M - $34.7M
|
159K
$34.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
151K+ 46.39% |
$30.4M - $32.8M
|
476K
$104M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
142K+ 288.89% |
$28.5M - $30.8M
|
191K
$41.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
137K+ 143.68% |
$27.6M - $29.8M
|
232K
$50.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
132K+ 2642.46% |
$26.5M - $28.6M
|
136K
$29.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
128K+ 62.02% |
$25.7M - $27.8M
|
334K
$72.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
113K+ 10.17% |
$22.8M - $24.6M
|
1.23M
$267M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
95.1K+ 16.55% |
$19.1M - $20.7M
|
670K
$146M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
93.8K+ 15.57% |
$18.9M - $20.4M
|
696K
$152M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
89.4KNew |
$18M - $19.4M
|
89.4K
$19.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
86.6K+ 57.69% |
$17.4M - $18.8M
|
237K
$51.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
77.7K+ 63.87% |
$15.6M - $16.9M
|
199K
$43.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
73.8KNew |
$14.9M - $16M
|
73.8K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
73.1KNew |
$14.7M - $15.9M
|
73.1K
$16M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
72.7K+ 276.21% |
$14.6M - $15.8M
|
99.1K
$21.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
62.8K+ 200.49% |
$12.6M - $13.7M
|
94.1K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
62.3K+ 2113.5% |
$12.5M - $13.6M
|
65.3K
$14.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
58.4KNew |
$11.8M - $12.7M
|
58.4K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
57.9K+ 3.42% |
$11.7M - $12.6M
|
1.75M
$382M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.9K+ 28.94% |
$11M - $11.9M
|
244K
$53.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
51.7K+ 140.37% |
$10.4M - $11.2M
|
88.6K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50.1K+ 131.71% |
$10.1M - $10.9M
|
88.1K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
46.7KNew |
$9.4M - $10.1M
|
46.7K
$10.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
46.6K+ 158.62% |
$9.39M - $10.1M
|
76K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.6K+ 51.42% |
$8.97M - $9.69M
|
131K
$28.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.4K+ 118.41% |
$8.94M - $9.66M
|
81.9K
$17.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
44K+ 79.58% |
$8.86M - $9.57M
|
99.3K
$21.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
43.9K+ 3433.39% |
$8.84M - $9.55M
|
45.2K
$9.86M
|