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 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
BUY
|
- |
800+ 8.51% |
$161K - $174K
|
10.2K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
792New |
$159K - $172K
|
792
$183K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
776+ 25.77% |
$156K - $169K
|
3.79K
$877K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
748+ 1.49% |
$151K - $163K
|
51.1K
$11.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
743New |
$150K - $162K
|
743
$172K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
729+ 38.65% |
$147K - $159K
|
2.62K
$605K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
727+ 36.77% |
$146K - $158K
|
2.7K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
711+ 1061.19% |
$143K - $155K
|
778
$180K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
696New |
$140K - $151K
|
696
$161K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
684+ 36.79% |
$138K - $149K
|
2.54K
$589K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
679+ 45.09% |
$137K - $148K
|
2.19K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
653+ 8.5% |
$131K - $142K
|
8.34K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
632+ 92.26% |
$127K - $137K
|
1.32K
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
615+ 5.61% |
$124K - $134K
|
11.6K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
360 Financial, Inc.
|
BUY
|
- |
583+ 2.6% |
$117K - $127K
|
23K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
576+ 46.3% |
$116K - $125K
|
1.82K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
568+ 18.23% |
$114K - $124K
|
3.68K
$853K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
564New |
$114K - $123K
|
564
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
558New |
$112K - $121K
|
558
$129K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
541+ 327.88% |
$109K - $118K
|
706
$163K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
536+ 9.37% |
$108K - $117K
|
6.25K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
532+ 47.58% |
$107K - $116K
|
1.65K
$382K
|
|
|
Feb 12, 2025
Q4 2024
|
Unison Advisors LLC
|
BUY
|
- |
518+ 2.29% |
$104K - $113K
|
23.1K
$5.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
510+ 37.17% |
$103K - $111K
|
1.88K
$436K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
501+ 668.0% |
$101K - $109K
|
576
$133K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
484+ 75.51% |
$97.4K - $105K
|
1.13K
$260K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
469+ 5.8% |
$94.4K - $102K
|
8.55K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
459+ 3.58% |
$92.4K - $99.8K
|
13.3K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
454+ 49.51% |
$91.4K - $98.7K
|
1.37K
$317K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
452+ 14.94% |
$91K - $98.3K
|
3.48K
$805K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
428+ 29.85% |
$86.2K - $93.1K
|
1.86K
$431K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
428New |
$86.2K - $93.1K
|
428
$99.1K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
415New |
$83.5K - $90.2K
|
415
$96.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
409+ 40.9% |
$82.3K - $88.9K
|
1.41K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
401+ 13.04% |
$80.7K - $87.2K
|
3.48K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
399+ 162.2% |
$80.3K - $86.8K
|
645
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
387+ 24.76% |
$77.9K - $84.1K
|
1.95K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
350+ 48.08% |
$70.5K - $76.1K
|
1.08K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
325+ 24.96% |
$65.4K - $70.7K
|
1.63K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
324+ 3.41% |
$65.2K - $70.5K
|
9.83K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
323New |
$65K - $70.2K
|
323
$74.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
306+ 22.21% |
$61.6K - $66.5K
|
1.68K
$390K
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
294+ 1.55% |
$59.2K - $63.9K
|
19.3K
$4.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
289+ 5.08% |
$58.2K - $62.8K
|
5.98K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
286+ 4.71% |
$57.6K - $62.2K
|
6.36K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
286+ 6.05% |
$57.6K - $62.2K
|
5.02K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
279New |
$56.2K - $60.7K
|
279
$64.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
277+ 23.63% |
$55.8K - $60.2K
|
1.45K
$336K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
274+ 9.91% |
$55.2K - $59.6K
|
3.04K
$704K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
267+ 4.1% |
$53.8K - $58.1K
|
6.78K
$1.57M
|