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 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
558New |
$112K - $121K
|
558
$122K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
541+ 327.88% |
$109K - $118K
|
706
$154K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
536+ 9.37% |
$108K - $117K
|
6.25K
$1.37M
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
532+ 47.58% |
$107K - $116K
|
1.65K
$360K
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
518+ 2.29% |
$104K - $113K
|
23.1K
$5.05M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
510+ 37.17% |
$103K - $111K
|
1.88K
$411K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
501+ 668.0% |
$101K - $109K
|
576
$126K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
484+ 75.51% |
$97.4K - $105K
|
1.13K
$246K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
469+ 5.8% |
$94.4K - $102K
|
8.55K
$1.87M
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
459+ 3.58% |
$92.4K - $99.8K
|
13.3K
$2.9M
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
454+ 49.51% |
$91.4K - $98.7K
|
1.37K
$299K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
452+ 14.94% |
$91K - $98.3K
|
3.48K
$760K
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
428New |
$86.2K - $93.1K
|
428
$93.5K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
428+ 29.85% |
$86.2K - $93.1K
|
1.86K
$407K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
415New |
$83.5K - $90.2K
|
415
$90.6K
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
409+ 40.9% |
$82.3K - $88.9K
|
1.41K
$308K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
401+ 13.04% |
$80.7K - $87.2K
|
3.48K
$759K
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
399+ 162.2% |
$80.3K - $86.8K
|
645
$141K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
387+ 24.76% |
$77.9K - $84.1K
|
1.95K
$426K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
350+ 48.08% |
$70.5K - $76.1K
|
1.08K
$235K
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
325+ 24.96% |
$65.4K - $70.7K
|
1.63K
$355K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
324+ 3.41% |
$65.2K - $70.5K
|
9.83K
$2.15M
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
323New |
$65K - $70.2K
|
323
$70.6K
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
306+ 22.21% |
$61.6K - $66.5K
|
1.68K
$368K
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
294+ 1.55% |
$59.2K - $63.9K
|
19.3K
$4.22M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
289+ 5.08% |
$58.2K - $62.8K
|
5.98K
$1.31M
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
286+ 6.05% |
$57.6K - $62.2K
|
5.02K
$1.1M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
286+ 4.71% |
$57.6K - $62.2K
|
6.36K
$1.39M
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
279New |
$56.2K - $60.7K
|
279
$60.9K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
277+ 23.63% |
$55.8K - $60.2K
|
1.45K
$317K
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
274+ 9.91% |
$55.2K - $59.6K
|
3.04K
$664K
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
267+ 4.1% |
$53.8K - $58.1K
|
6.78K
$1.48M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
263+ 18.68% |
$52.9K - $57.2K
|
1.67K
$365K
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
255+ 2.2% |
$51.3K - $55.4K
|
11.9K
$2.59M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
242+ 4.11% |
$48.7K - $52.6K
|
6.13K
$1.34M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
234New |
$47.1K - $50.9K
|
234
$51.1K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
233New |
$46.9K - $50.7K
|
233
$50.9K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
229+ 20.07% |
$46.1K - $49.8K
|
1.37K
$299K
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
216+ 4.07% |
$43.5K - $47K
|
5.52K
$1.21M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
202+ 17.91% |
$40.7K - $43.9K
|
1.33K
$291K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
188+ 1880.0% |
$37.8K - $40.9K
|
198
$43.2K
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
179+ 10.23% |
$36K - $38.9K
|
1.93K
$421K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
179New |
$36K - $38.9K
|
179
$39.1K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
178+ 7.4% |
$35.8K - $38.7K
|
2.58K
$564K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
178+ 2.62% |
$35.8K - $38.7K
|
6.98K
$1.52M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
174+ 0.02% |
$35K - $37.8K
|
968K
$211M
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
170New |
$34.2K - $37K
|
170
$37.1K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
168+ 9.31% |
$33.8K - $36.5K
|
1.97K
$431K
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
166+ 7.91% |
$33.4K - $36.1K
|
2.27K
$495K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
150New |
$30.2K - $32.6K
|
150
$32.8K
|