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 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
80+ 5.27% |
$16.1K - $17.4K
|
1.6K
$364K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
77+ 855.56% |
$15.5K - $16.7K
|
86
$19.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
76+ 5.63% |
$15.3K - $16.5K
|
1.43K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
75+ 4.51% |
$15.1K - $16.3K
|
1.74K
$396K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
74+ 51.39% |
$14.9K - $16.1K
|
218
$49.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
71+ 0.17% |
$14.3K - $15.4K
|
40.8K
$9.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
70+ 1.51% |
$14.1K - $15.2K
|
4.71K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
62New |
$12.5K - $13.5K
|
62
$14.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
61+ 48.03% |
$12.3K - $13.3K
|
188
$42.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
59+ 5.76% |
$11.9K - $12.8K
|
1.08K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
57+ 0.77% |
$11.5K - $12.4K
|
7.5K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
56+ 7.65% |
$11.3K - $12.2K
|
788
$179K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
54+ 2.02% |
$10.9K - $11.7K
|
2.73K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
53+ 0.76% |
$10.7K - $11.5K
|
6.99K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50New |
$10.1K - $10.9K
|
50
$11.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48+ 2.25% |
$9.66K - $10.4K
|
2.19K
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
48+ 1.59% |
$9.66K - $10.4K
|
3.07K
$698K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45New |
$9.06K - $9.78K
|
45
$10.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
42+ 6.35% |
$8.46K - $9.13K
|
703
$160K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
41+ 0.43% |
$8.25K - $8.92K
|
9.49K
$2.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
41+ 0.45% |
$8.25K - $8.92K
|
9.06K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
40+ 2.46% |
$8.05K - $8.7K
|
1.67K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
38+ 0.58% |
$7.65K - $8.26K
|
6.55K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
36New |
$7.25K - $7.83K
|
36
$8.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
34+ 0.41% |
$6.84K - $7.39K
|
8.3K
$1.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
34+ 65.38% |
$6.84K - $7.39K
|
86
$19.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
32+ 3.06% |
$6.44K - $6.96K
|
1.08K
$245K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
32+ 1.62% |
$6.44K - $6.96K
|
2K
$456K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
29+ 0.29% |
$5.84K - $6.31K
|
9.89K
$2.25M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
28New |
$5.64K - $6.09K
|
28
$6.38K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
25+ 7.06% |
$5.03K - $5.44K
|
379
$86.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
25+ 0.35% |
$5.03K - $5.44K
|
7.2K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24+ 13.79% |
$4.83K - $5.22K
|
198
$45.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23+ 0.29% |
$4.63K - $5K
|
7.85K
$1.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
20New |
$4.03K - $4.35K
|
20
$4.55K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
18New |
$3.62K - $3.91K
|
18
$4.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17+ 0.21% |
$3.42K - $3.7K
|
8.08K
$1.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 0.09% |
$3.22K - $3.48K
|
18.1K
$4.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
16New |
$3.22K - $3.48K
|
16
$3.64K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
14+ 0.35% |
$2.82K - $3.04K
|
4K
$910K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 0.98% |
$2.82K - $3.04K
|
1.44K
$328K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14+ 1.01% |
$2.82K - $3.04K
|
1.41K
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13+ 0.36% |
$2.62K - $2.83K
|
3.66K
$834K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12+ 0.33% |
$2.42K - $2.61K
|
3.64K
$830K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.29% |
$2.21K - $2.39K
|
3.81K
$867K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
11+ 0.09% |
$2.21K - $2.39K
|
11.7K
$2.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 0.17% |
$2.21K - $2.39K
|
6.56K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10+ 0.56% |
$2.01K - $2.17K
|
1.79K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9+ 0.54% |
$1.81K - $1.96K
|
1.69K
$384K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
8+ 0.79% |
$1.61K - $1.74K
|
1.02K
$231K
|