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 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-505- 2.62% |
$102K - $110K
|
18.7K
$4.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-529- 6.36% |
$106K - $115K
|
7.79K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-542- 24.01% |
$109K - $118K
|
1.72K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-576- 4.3% |
$116K - $125K
|
12.8K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-610- 33.65% |
$123K - $133K
|
1.2K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-611- 0.97% |
$123K - $133K
|
62.3K
$14.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-631- 5.15% |
$127K - $137K
|
11.6K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-708- 8.59% |
$143K - $154K
|
7.53K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-822- 10.14% |
$165K - $179K
|
7.28K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-867- 6.56% |
$175K - $189K
|
12.4K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-900- 3.02% |
$181K - $196K
|
29K
$6.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-932- 2.15% |
$188K - $203K
|
42.4K
$9.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-999- 33.32% |
$201K - $217K
|
2K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.08K- 7.07% |
$217K - $234K
|
14.2K
$3.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.1K- 3.09% |
$222K - $240K
|
34.6K
$7.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.11K- 9.29% |
$224K - $242K
|
10.8K
$2.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.15K- 22.43% |
$231K - $250K
|
3.97K
$905K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.21K- 3.26% |
$244K - $263K
|
35.9K
$8.18M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.25K- 1.87% |
$251K - $271K
|
65.6K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 9.25% |
$269K - $291K
|
13.1K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.34K- 3.05% |
$270K - $291K
|
42.6K
$9.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.51K- 6.38% |
$304K - $329K
|
22.2K
$5.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.6K- 75.69% |
$322K - $348K
|
514
$117K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 4.05% |
$339K - $366K
|
39.8K
$9.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.81K- 0.99% |
$364K - $393K
|
182K
$41.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-1.82K- 1.02% |
$367K - $396K
|
177K
$40.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.92K- 7.1% |
$386K - $417K
|
25.1K
$5.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-2.03K- 37.53% |
$409K - $442K
|
3.39K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.18K- 99.91% |
$439K - $475K
|
2
$455
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.3K- 2.53% |
$463K - $500K
|
88.7K
$20.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.42K- 54.72% |
$488K - $527K
|
2.01K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.43K- 4.31% |
$488K - $527K
|
53.8K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.71K- 0.25% |
$545K - $589K
|
1.07M
$244M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.81K- 3.37% |
$565K - $610K
|
80.4K
$18.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.85K- 25.42% |
$573K - $619K
|
8.35K
$1.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.85K- 6.2% |
$575K - $621K
|
43.2K
$9.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-3K- 11.13% |
$603K - $652K
|
23.9K
$5.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.06K- 1.93% |
$615K - $664K
|
155K
$35.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3.09K- 3.09% |
$622K - $672K
|
96.8K
$22.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-3.16K- 24.49% |
$635K - $686K
|
9.73K
$2.22M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-3.44K- 2.49% |
$693K - $749K
|
135K
$30.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-3.48K- 3.44% |
$701K - $757K
|
97.8K
$22.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.66K- 91.57% |
$737K - $796K
|
337
$76.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-3.8K- 9.63% |
$765K - $826K
|
35.6K
$8.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.81K- 42.56% |
$767K - $828K
|
5.14K
$1.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.84K- 14.3% |
$774K - $836K
|
23K
$5.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.06K- 52.79% |
$817K - $883K
|
3.63K
$827K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.34K- 9.79% |
$874K - $944K
|
40K
$9.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.39K- 4.06% |
$884K - $955K
|
104K
$23.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.57K- 13.08% |
$920K - $993K
|
30.4K
$6.91M
|