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 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
7.56KNew |
$1.52M - $1.64M
|
7.56K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7.19KNew |
$1.45M - $1.56M
|
7.19K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7.1KNew |
$1.43M - $1.54M
|
7.1K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.05KNew |
$1.42M - $1.53M
|
7.05K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.93KNew |
$1.39M - $1.51M
|
6.93K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.64KNew |
$1.34M - $1.44M
|
6.64K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.4KNew |
$1.29M - $1.39M
|
6.4K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.2KNew |
$1.25M - $1.35M
|
6.2K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.18KNew |
$1.24M - $1.34M
|
6.18K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.16KNew |
$1.24M - $1.34M
|
6.16K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
6.08KNew |
$1.22M - $1.32M
|
6.08K
$1.37M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.08KNew |
$1.22M - $1.32M
|
6.08K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.81K+ 26.64% |
$1.17M - $1.26M
|
27.6K
$6.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.8KNew |
$1.17M - $1.26M
|
5.8K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.79KNew |
$1.17M - $1.26M
|
5.79K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.74KNew |
$1.16M - $1.25M
|
5.74K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.73KNew |
$1.15M - $1.25M
|
5.73K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
5.68K+ 137.14% |
$1.14M - $1.23M
|
9.82K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.45KNew |
$1.1M - $1.19M
|
5.45K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
5.43KNew |
$1.09M - $1.18M
|
5.43K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.39KNew |
$1.08M - $1.17M
|
5.39K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.36K+ 68.6% |
$1.08M - $1.17M
|
13.2K
$2.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.28KNew |
$1.06M - $1.15M
|
5.28K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
5.19K+ 6.34% |
$1.04M - $1.13M
|
87K
$19.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.15KNew |
$1.04M - $1.12M
|
5.15K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
5.09K+ 325.54% |
$1.02M - $1.11M
|
6.65K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.03K+ 179.75% |
$1.01M - $1.09M
|
7.83K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.94K+ 63.79% |
$994K - $1.07M
|
12.7K
$2.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.78K+ 61.5% |
$962K - $1.04M
|
12.5K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.58K+ 171.33% |
$922K - $995K
|
7.25K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
4.58KNew |
$921K - $995K
|
4.58K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.49K+ 150.15% |
$903K - $975K
|
7.47K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.39K+ 42.49% |
$884K - $955K
|
14.7K
$3.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
4.06K+ 178.75% |
$818K - $883K
|
6.34K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.89K+ 4.98% |
$782K - $845K
|
81.9K
$18.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.76K+ 1.73% |
$756K - $816K
|
221K
$49.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.72K+ 102.2% |
$749K - $809K
|
7.36K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.7K+ 6981.13% |
$745K - $805K
|
3.75K
$846K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.67K+ 109.36% |
$738K - $798K
|
7.02K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
3.64KNew |
$734K - $792K
|
3.64K
$822K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.57K+ 34.84% |
$719K - $777K
|
13.8K
$3.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.42KNew |
$689K - $744K
|
3.42K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.33KNew |
$670K - $724K
|
3.33K
$750K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.21K+ 43.03% |
$647K - $698K
|
10.7K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.05K+ 19.1% |
$614K - $664K
|
19K
$4.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3KNew |
$603K - $651K
|
3K
$676K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.99K+ 299.3% |
$602K - $650K
|
3.99K
$899K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$592K - $639K
|
2.94K
$663K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.9K+ 17.75% |
$585K - $631K
|
19.3K
$4.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.89K+ 201.46% |
$582K - $629K
|
4.33K
$975K
|