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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-248- 13.19% |
$49.9K - $53.9K
|
1.63K
$356K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-258- 3.53% |
$51.9K - $56.1K
|
7.04K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-270- 7.3% |
$54.4K - $58.7K
|
3.43K
$749K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-274- 18.83% |
$55.2K - $59.6K
|
1.18K
$258K
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-276- 15.32% |
$55.6K - $60K
|
1.53K
$333K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-286- 9.23% |
$57.6K - $62.2K
|
2.81K
$614K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-303- 3.94% |
$61K - $65.9K
|
7.38K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-305- 4.05% |
$61.4K - $66.3K
|
7.24K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-315- 12.44% |
$63.4K - $68.5K
|
2.22K
$484K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-319- 5.58% |
$64.2K - $69.4K
|
5.4K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-327- 13.04% |
$65.8K - $71.1K
|
2.18K
$476K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-337- 14.33% |
$67.8K - $73.3K
|
2.01K
$440K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-354- 5.76% |
$71.3K - $77K
|
5.79K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-355- 2.06% |
$71.5K - $77.2K
|
16.9K
$3.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-366- 23.69% |
$73.7K - $79.6K
|
1.18K
$258K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-368- 8.84% |
$74.1K - $80K
|
3.8K
$829K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-371- 1.45% |
$74.7K - $80.7K
|
25.2K
$5.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-385- 14.39% |
$77.5K - $83.7K
|
2.29K
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-387- 1.22% |
$77.9K - $84.1K
|
31.3K
$6.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-426- 7.11% |
$85.8K - $92.6K
|
5.57K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-447- 7.52% |
$90K - $97.2K
|
5.5K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-455- 9.22% |
$91.6K - $98.9K
|
4.48K
$978K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-461- 23.06% |
$92.8K - $100K
|
1.54K
$336K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-461- 6.67% |
$92.8K - $100K
|
6.45K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-463- 21.56% |
$93.2K - $101K
|
1.68K
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-483- 8.55% |
$97.2K - $105K
|
5.17K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-499- 15.27% |
$100K - $109K
|
2.77K
$605K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-505- 2.62% |
$102K - $110K
|
18.7K
$4.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-529- 6.36% |
$106K - $115K
|
7.79K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-542- 24.01% |
$109K - $118K
|
1.72K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-576- 4.3% |
$116K - $125K
|
12.8K
$2.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-610- 33.65% |
$123K - $133K
|
1.2K
$263K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-611- 0.97% |
$123K - $133K
|
62.3K
$13.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-631- 5.15% |
$127K - $137K
|
11.6K
$2.54M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-668- 6.81% |
$134K - $145K
|
9.15K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-708- 8.59% |
$143K - $154K
|
7.53K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-822- 10.14% |
$165K - $179K
|
7.28K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-867- 6.56% |
$175K - $189K
|
12.4K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-900- 3.02% |
$181K - $196K
|
29K
$6.32M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-928- 5.39% |
$187K - $202K
|
16.3K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-932- 2.15% |
$188K - $203K
|
42.4K
$9.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-999- 33.32% |
$201K - $217K
|
2K
$437K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.08K- 7.07% |
$217K - $234K
|
14.2K
$3.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.1K- 3.09% |
$222K - $240K
|
34.6K
$7.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.11K- 9.29% |
$224K - $242K
|
10.8K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.15K- 22.43% |
$231K - $250K
|
3.97K
$868K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.21K- 3.26% |
$244K - $263K
|
35.9K
$7.85M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.25K- 1.87% |
$251K - $271K
|
65.6K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 9.25% |
$269K - $291K
|
13.1K
$2.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.34K- 3.05% |
$270K - $291K
|
42.6K
$9.29M
|