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
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
15.5KNew |
$3.13M - $3.38M
|
15.5K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.4K+ 462.01% |
$3.1M - $3.35M
|
18.7K
$4.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
15.1KNew |
$3.05M - $3.29M
|
15.1K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
15K+ 5.31% |
$3.03M - $3.27M
|
298K
$65.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
14.9KNew |
$2.99M - $3.23M
|
14.9K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
14.4KNew |
$2.9M - $3.13M
|
14.4K
$3.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$2.89M - $3.12M
|
14.3K
$3.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 177.91% |
$2.83M - $3.06M
|
22K
$4.8M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
13.4KNew |
$2.7M - $2.91M
|
13.4K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
13KNew |
$2.61M - $2.82M
|
13K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
12.8KNew |
$2.58M - $2.79M
|
12.8K
$2.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
12.7K+ 336.18% |
$2.55M - $2.76M
|
16.4K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 463.18% |
$2.55M - $2.75M
|
15.4K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.5K+ 380.69% |
$2.52M - $2.72M
|
15.8K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.2K+ 297.64% |
$2.46M - $2.66M
|
16.3K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12K+ 467.26% |
$2.42M - $2.62M
|
14.6K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12K+ 175.06% |
$2.41M - $2.6M
|
18.8K
$4.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.9K+ 425.13% |
$2.4M - $2.59M
|
14.7K
$3.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.9KNew |
$2.39M - $2.59M
|
11.9K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 926.47% |
$2.37M - $2.56M
|
13.1K
$2.85M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$2.36M - $2.55M
|
11.7K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
11.7KNew |
$2.35M - $2.54M
|
11.7K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$2.3M - $2.48M
|
11.4K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
11.2KNew |
$2.25M - $2.43M
|
11.2K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.1KNew |
$2.24M - $2.42M
|
11.1K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
11.1KNew |
$2.24M - $2.42M
|
11.1K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$2.23M - $2.41M
|
11.1K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10.9K+ 25.04% |
$2.2M - $2.38M
|
54.7K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.9KNew |
$2.2M - $2.38M
|
10.9K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8KNew |
$2.18M - $2.35M
|
10.8K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10KNew |
$2.02M - $2.18M
|
10K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
9.99K+ 11.17% |
$2.01M - $2.17M
|
99.4K
$21.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.86KNew |
$1.99M - $2.14M
|
9.86K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
9.69KNew |
$1.95M - $2.11M
|
9.69K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
9.68K+ 3.49% |
$1.95M - $2.1M
|
287K
$62.7M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
9.56KNew |
$1.92M - $2.08M
|
9.56K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.21K+ 252.93% |
$1.85M - $2M
|
12.9K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.15KNew |
$1.84M - $1.99M
|
9.15K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
9.07KNew |
$1.83M - $1.97M
|
9.07K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.75KNew |
$1.76M - $1.9M
|
8.75K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
8.75K+ 329.7% |
$1.76M - $1.9M
|
11.4K
$2.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.72K+ 13.82% |
$1.76M - $1.9M
|
71.8K
$15.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.04KNew |
$1.62M - $1.75M
|
8.04K
$1.76M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.71K+ 106.65% |
$1.55M - $1.68M
|
14.9K
$3.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.7K+ 645.35% |
$1.55M - $1.67M
|
8.89K
$1.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
7.56KNew |
$1.52M - $1.64M
|
7.56K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7.19KNew |
$1.45M - $1.56M
|
7.19K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7.1KNew |
$1.43M - $1.54M
|
7.1K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.09K+ 10.34% |
$1.43M - $1.54M
|
75.6K
$16.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
7.05KNew |
$1.42M - $1.53M
|
7.05K
$1.54M
|