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 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
11+ 0.09% |
$2.21K - $2.39K
|
11.7K
$2.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10+ 0.56% |
$2.01K - $2.17K
|
1.79K
$451K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9+ 0.54% |
$1.81K - $1.96K
|
1.69K
$426K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
8+ 0.79% |
$1.61K - $1.74K
|
1.02K
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
8+ 0.28% |
$1.61K - $1.74K
|
2.83K
$715K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
7+ 0.35% |
$1.41K - $1.52K
|
2.03K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
7New |
$1.41K - $1.52K
|
7
$1.77K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6+ 0.29% |
$1.21K - $1.3K
|
2.11K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
6+ 0.2% |
$1.21K - $1.3K
|
3.03K
$766K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.05% |
$1.01K - $1.09K
|
9.77K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 20.0% |
$1.01K - $1.09K
|
30
$7.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.34% |
$1.01K - $1.09K
|
1.46K
$368K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.33% |
$1.01K - $1.09K
|
1.51K
$381K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5+ 0.44% |
$1.01K - $1.09K
|
1.15K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4New |
$805 - $870
|
4
$1.01K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4New |
$805 - $870
|
4
$1.01K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$805 - $870
|
4
$1.01K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.27% |
$604 - $652
|
1.11K
$281K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$403 - $435
|
7.03K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2+ 0.06% |
$403 - $435
|
3.58K
$904K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$403 - $435
|
3.58K
$906K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2+ 0.11% |
$403 - $435
|
1.8K
$455K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.21% |
$403 - $435
|
971
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1+ 0.02% |
$201 - $217
|
5.35K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1+ 0.06% |
$201 - $217
|
1.77K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.07% |
$201 - $217
|
1.39K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$201 - $217
|
2.79K
$705K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$201 - $217
|
7.94K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.19% |
$201 - $217
|
537
$136K
|
|
|
Jan 23, 2025
Q4 2024
|
4 J Wealth Management LLC
|
BUY
|
- |
1+ 0.09% |
$201 - $217
|
1.09K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1+ 0.03% |
$201 - $217
|
3.06K
$773K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 1.72% |
$201 - $217
|
59
$14.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.04% |
$201 - $217
|
2.44K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1+ 1.15% |
$201 - $217
|
88
$22.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.02% |
$201 - $217
|
4.74K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1+ 0.06% |
$201 - $217
|
1.66K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$201 - $217
|
2.78M
$703M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1- 0.04% |
$201 - $217
|
2.52K
$638K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 16.67% |
$201 - $217
|
5
$1.26K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2- 0.01% |
$403 - $435
|
13.5K
$3.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2- 5.0% |
$403 - $435
|
38
$9.61K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 0.27% |
$403 - $435
|
737
$186K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-4- 0.04% |
$805 - $870
|
10.2K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-4- 0.09% |
$805 - $870
|
4.43K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-5- 0.37% |
$1.01K - $1.09K
|
1.36K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-8- 0.04% |
$1.61K - $1.74K
|
18.2K
$4.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 0.21% |
$1.61K - $1.74K
|
3.85K
$974K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9- 0.86% |
$1.81K - $1.96K
|
1.03K
$261K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-9- 0.63% |
$1.81K - $1.96K
|
1.41K
$357K
|