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 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.5K+ 94.48% |
$8.56M - $9.25M
|
87.5K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
41.2K+ 232.97% |
$8.29M - $8.95M
|
58.9K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.8K+ 744.57% |
$8.01M - $8.65M
|
45.1K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
37.5KNew |
$7.56M - $8.16M
|
37.5K
$8.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36.1K+ 403.52% |
$7.28M - $7.86M
|
45.1K
$10.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
35.8K+ 3594.58% |
$7.21M - $7.79M
|
36.8K
$8.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35.5K+ 3.69% |
$7.14M - $7.71M
|
996K
$227M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
33K+ 84.54% |
$6.65M - $7.19M
|
72.1K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
32.7K+ 894.23% |
$6.58M - $7.11M
|
36.3K
$8.28M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
32.4KNew |
$6.53M - $7.05M
|
32.4K
$7.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
31.4KNew |
$6.33M - $6.83M
|
31.4K
$7.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
31.3KNew |
$6.31M - $6.82M
|
31.3K
$7.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.3K+ 16.29% |
$6.09M - $6.58M
|
216K
$49.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
29.2KNew |
$5.88M - $6.35M
|
29.2K
$6.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
28.5K+ 820.8% |
$5.73M - $6.19M
|
31.9K
$7.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.1K+ 262.96% |
$5.66M - $6.11M
|
38.8K
$8.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
26.9KNew |
$5.42M - $5.86M
|
26.9K
$6.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
26.7K+ 450.45% |
$5.38M - $5.81M
|
32.7K
$7.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
26.3KNew |
$5.29M - $5.71M
|
26.3K
$5.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
25.4KNew |
$5.11M - $5.52M
|
25.4K
$5.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
25.4KNew |
$5.11M - $5.52M
|
25.4K
$5.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
24.5K+ 2474.65% |
$4.93M - $5.33M
|
25.5K
$5.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.6KNew |
$4.74M - $5.12M
|
23.6K
$5.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
23.3KNew |
$4.7M - $5.08M
|
23.3K
$5.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
23.3KNew |
$4.69M - $5.06M
|
23.3K
$5.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22.7K+ 747.26% |
$4.56M - $4.93M
|
25.7K
$5.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22.2KNew |
$4.46M - $4.82M
|
22.2K
$5.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
21.9KNew |
$4.4M - $4.76M
|
21.9K
$4.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
21.9K+ 1731.67% |
$4.4M - $4.76M
|
23.1K
$5.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
21.2KNew |
$4.26M - $4.6M
|
21.2K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.1K+ 28.79% |
$4.25M - $4.59M
|
94.4K
$21.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
20.7K+ 1416.58% |
$4.16M - $4.5M
|
22.1K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
19.7K+ 593.79% |
$3.97M - $4.28M
|
23K
$5.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.6K+ 521.99% |
$3.94M - $4.26M
|
23.3K
$5.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.4K+ 24.59% |
$3.91M - $4.22M
|
98.3K
$22.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
19.1KNew |
$3.84M - $4.15M
|
19.1K
$4.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.9K+ 97.64% |
$3.81M - $4.11M
|
38.3K
$8.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
18.5KNew |
$3.72M - $4.02M
|
18.5K
$4.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.4K+ 445.65% |
$3.7M - $4M
|
22.5K
$5.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18.1KNew |
$3.65M - $3.94M
|
18.1K
$4.13M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
18K+ 1419.04% |
$3.62M - $3.91M
|
19.2K
$4.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.5K+ 2.63% |
$3.53M - $3.81M
|
684K
$156M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
17.4K+ 269.56% |
$3.5M - $3.78M
|
23.8K
$5.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.4K+ 84.64% |
$3.5M - $3.78M
|
37.9K
$8.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
16.2KNew |
$3.26M - $3.52M
|
16.2K
$3.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$3.25M - $3.51M
|
16.1K
$3.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
15.6K+ 111135.71% |
$3.13M - $3.38M
|
15.6K
$3.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
15.5KNew |
$3.13M - $3.38M
|
15.5K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.4K+ 462.01% |
$3.1M - $3.35M
|
18.7K
$4.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
15.1KNew |
$3.05M - $3.29M
|
15.1K
$3.45M
|