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 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.89K+ 4.98% |
$782K - $845K
|
81.9K
$19M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
3.86K+ 14.54% |
$776K - $839K
|
30.4K
$7.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
3.76K+ 1.73% |
$756K - $816K
|
221K
$51.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.72K+ 102.2% |
$749K - $809K
|
7.36K
$1.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.7K+ 6981.13% |
$745K - $805K
|
3.75K
$869K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.67K+ 109.36% |
$738K - $798K
|
7.02K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
3.64KNew |
$734K - $792K
|
3.64K
$844K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.57K+ 34.84% |
$719K - $777K
|
13.8K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.49K+ 18.98% |
$702K - $758K
|
21.9K
$5.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.42KNew |
$689K - $744K
|
3.42K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.37KNew |
$678K - $732K
|
3.37K
$780K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.33KNew |
$670K - $724K
|
3.33K
$771K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3.21K+ 43.03% |
$647K - $698K
|
10.7K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.1K+ 44.44% |
$624K - $674K
|
10.1K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.09K+ 224.37% |
$623K - $673K
|
4.47K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.05K+ 19.1% |
$614K - $664K
|
19K
$4.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
3KNew |
$603K - $651K
|
3K
$694K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.99K+ 299.3% |
$602K - $650K
|
3.99K
$924K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.94KNew |
$592K - $639K
|
2.94K
$681K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.9K+ 17.75% |
$585K - $631K
|
19.3K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
2.9KNew |
$584K - $631K
|
2.9K
$672K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.89K+ 201.46% |
$582K - $629K
|
4.33K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
2.87KNew |
$578K - $624K
|
2.87K
$665K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.86K+ 4.5% |
$577K - $623K
|
66.6K
$15.4M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.85KNew |
$573K - $619K
|
2.85K
$659K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.82KNew |
$568K - $614K
|
2.82K
$653K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
2.81KNew |
$565K - $610K
|
2.81K
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.77K+ 63.66% |
$557K - $601K
|
7.11K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.73K+ 126.93% |
$549K - $593K
|
4.88K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.73K+ 15.79% |
$549K - $593K
|
20K
$4.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.71K+ 25.48% |
$546K - $590K
|
13.4K
$3.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.63KNew |
$530K - $573K
|
2.63K
$610K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.56K+ 75.58% |
$515K - $556K
|
5.94K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.56K+ 4.03% |
$515K - $556K
|
65.9K
$15.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.45KNew |
$493K - $533K
|
2.45K
$568K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
2.42KNew |
$488K - $527K
|
2.42K
$561K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.39K+ 8866.67% |
$482K - $521K
|
2.42K
$561K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.37KNew |
$478K - $516K
|
2.37K
$549K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.37KNew |
$477K - $515K
|
2.37K
$548K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
2.29K+ 25433.33% |
$461K - $498K
|
2.3K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.29KNew |
$461K - $498K
|
2.29K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
2.27K+ 16.29% |
$457K - $494K
|
16.2K
$3.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.23K+ 59.54% |
$449K - $485K
|
5.98K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
2.22KNew |
$447K - $483K
|
2.22K
$514K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.19KNew |
$441K - $476K
|
2.19K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.16KNew |
$435K - $470K
|
2.16K
$501K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.11KNew |
$424K - $458K
|
2.11K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.09KNew |
$420K - $454K
|
2.09K
$483K
|
|
|
May 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.05KNew |
$412K - $445K
|
2.05K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
2.03KNew |
$409K - $442K
|
2.03K
$470K
|