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 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.51K- 6.38% |
$304K - $329K
|
22.2K
$4.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.6K- 75.69% |
$322K - $348K
|
514
$112K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 4.05% |
$339K - $366K
|
39.8K
$8.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.81K- 0.99% |
$364K - $393K
|
182K
$39.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.82K- 1.02% |
$367K - $396K
|
177K
$38.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.92K- 7.1% |
$386K - $417K
|
25.1K
$5.49M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.93K- 56.27% |
$388K - $419K
|
1.5K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-2.03K- 37.53% |
$409K - $442K
|
3.39K
$739K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.18K- 99.91% |
$439K - $475K
|
2
$437
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.3K- 2.53% |
$463K - $500K
|
88.7K
$19.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.42K- 54.72% |
$488K - $527K
|
2.01K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.43K- 4.31% |
$488K - $527K
|
53.8K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.71K- 0.25% |
$545K - $589K
|
1.07M
$234M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.81K- 3.37% |
$565K - $610K
|
80.4K
$17.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.85K- 25.42% |
$573K - $619K
|
8.35K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.85K- 6.2% |
$575K - $621K
|
43.2K
$9.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3K- 11.13% |
$603K - $652K
|
23.9K
$5.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.06K- 1.93% |
$615K - $664K
|
155K
$33.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.09K- 3.09% |
$622K - $672K
|
96.8K
$21.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-3.16K- 24.49% |
$635K - $686K
|
9.73K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.44K- 2.49% |
$693K - $749K
|
135K
$29.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-3.48K- 3.44% |
$701K - $757K
|
97.8K
$21.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.66K- 91.57% |
$737K - $796K
|
337
$73.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3.8K- 9.63% |
$765K - $826K
|
35.6K
$7.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.81K- 42.56% |
$767K - $828K
|
5.14K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.84K- 14.3% |
$774K - $836K
|
23K
$5.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.06K- 52.79% |
$817K - $883K
|
3.63K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.34K- 9.79% |
$874K - $944K
|
40K
$8.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.39K- 4.06% |
$884K - $955K
|
104K
$22.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.57K- 13.08% |
$920K - $993K
|
30.4K
$6.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.03K- 10.87% |
$1.01M - $1.09M
|
41.2K
$9M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.03K- 8.12% |
$1.01M - $1.09M
|
57K
$12.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Arizona Psprs Trust
Phoenix, AZ |
SELL
|
- |
-5.05K- 1.39% |
$1.02M - $1.1M
|
358K
$78.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.42K- 5.23% |
$1.09M - $1.18M
|
98.1K
$21.4M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-5.75K- 76.9% |
$1.16M - $1.25M
|
1.73K
$377K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-5.79K- 2.66% |
$1.17M - $1.26M
|
212K
$46.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5.95K- 59.84% |
$1.2M - $1.29M
|
4K
$873K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.14K- 2.12% |
$1.24M - $1.34M
|
283K
$61.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-6.71K- 5.43% |
$1.35M - $1.46M
|
117K
$25.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-8.3K- 38.56% |
$1.67M - $1.81M
|
13.2K
$2.89M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-9.56K- 83.17% |
$1.92M - $2.08M
|
1.93K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.7K- 24.73% |
$2.15M - $2.32M
|
32.4K
$7.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.4K- 52.4% |
$2.3M - $2.49M
|
10.4K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.2K- 2.4% |
$2.46M - $2.65M
|
497K
$109M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-17.6K- 1.35% |
$3.54M - $3.83M
|
1.29M
$282M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-31.2K- 2.73% |
$6.27M - $6.77M
|
1.11M
$243M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-45.5K- 90.66% |
$9.16M - $9.89M
|
4.69K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-57.2K- 97.9% |
$11.5M - $12.4M
|
1.23K
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-58.1K- 17.87% |
$11.7M - $12.6M
|
267K
$58.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-59.5K- 55.23% |
$12M - $12.9M
|
48.2K
$10.5M
|