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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.78MNew |
$559M - $604M
|
2.78M
$625M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
676K+ 5196.83% |
$136M - $147M
|
689K
$155M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
463K+ 1055.38% |
$93.3M - $101M
|
507K
$114M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
443K+ 90.2% |
$89.3M - $96.4M
|
935K
$210M
|
|
|
Feb 10, 2025
Q4 2024
|
Summit Rock Advisors, LP
|
BUY
|
- |
315KNew |
$63.4M - $68.5M
|
315K
$70.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
249K+ 140.85% |
$50M - $54.1M
|
425K
$95.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
166KNew |
$33.5M - $36.2M
|
166K
$37.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
160K+ 245.58% |
$32.2M - $34.8M
|
225K
$50.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
159KNew |
$32.1M - $34.7M
|
159K
$35.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
137K+ 143.68% |
$27.6M - $29.8M
|
232K
$52.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
128K+ 62.02% |
$25.7M - $27.8M
|
334K
$75.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
113K+ 10.17% |
$22.8M - $24.6M
|
1.23M
$276M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
89.4KNew |
$18M - $19.4M
|
89.4K
$20.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
73.8KNew |
$14.9M - $16M
|
73.8K
$16.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
72.7K+ 276.21% |
$14.6M - $15.8M
|
99.1K
$22.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
62.8K+ 200.49% |
$12.6M - $13.7M
|
94.1K
$21.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
58.4KNew |
$11.8M - $12.7M
|
58.4K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
57.9K+ 3.42% |
$11.7M - $12.6M
|
1.75M
$394M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
54.9K+ 28.94% |
$11M - $11.9M
|
244K
$55M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50.1K+ 131.71% |
$10.1M - $10.9M
|
88.1K
$19.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
46.7KNew |
$9.4M - $10.1M
|
46.7K
$10.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
46.6K+ 158.62% |
$9.39M - $10.1M
|
76K
$17.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.4K+ 118.41% |
$8.94M - $9.66M
|
81.9K
$18.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.5K+ 94.48% |
$8.56M - $9.25M
|
87.5K
$19.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.8K+ 744.57% |
$8.01M - $8.65M
|
45.1K
$10.2M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
37.5KNew |
$7.56M - $8.16M
|
37.5K
$8.44M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
36.1K+ 403.52% |
$7.28M - $7.86M
|
45.1K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
35.8K+ 3594.58% |
$7.21M - $7.79M
|
36.8K
$8.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
35.5K+ 3.69% |
$7.14M - $7.71M
|
996K
$224M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
31.4KNew |
$6.33M - $6.83M
|
31.4K
$7.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.3K+ 16.29% |
$6.09M - $6.58M
|
216K
$48.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
28.5K+ 820.8% |
$5.73M - $6.19M
|
31.9K
$7.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.1K+ 262.96% |
$5.66M - $6.11M
|
38.8K
$8.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
26.9KNew |
$5.42M - $5.86M
|
26.9K
$6.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
26.7K+ 450.45% |
$5.38M - $5.81M
|
32.7K
$7.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
26.3KNew |
$5.29M - $5.71M
|
26.3K
$5.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
25.4KNew |
$5.11M - $5.52M
|
25.4K
$5.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
25.4KNew |
$5.11M - $5.52M
|
25.4K
$5.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
24.5K+ 2474.65% |
$4.93M - $5.33M
|
25.5K
$5.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.6KNew |
$4.74M - $5.12M
|
23.6K
$5.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
23.3KNew |
$4.69M - $5.06M
|
23.3K
$5.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22.2KNew |
$4.46M - $4.82M
|
22.2K
$4.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
21.9KNew |
$4.4M - $4.76M
|
21.9K
$4.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
20.7K+ 1416.58% |
$4.16M - $4.5M
|
22.1K
$4.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.6K+ 521.99% |
$3.94M - $4.26M
|
23.3K
$5.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
19.1KNew |
$3.84M - $4.15M
|
19.1K
$4.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.9K+ 97.64% |
$3.81M - $4.11M
|
38.3K
$8.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
18.5KNew |
$3.72M - $4.02M
|
18.5K
$4.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18.1KNew |
$3.65M - $3.94M
|
18.1K
$4.07M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
18K+ 1419.04% |
$3.62M - $3.91M
|
19.2K
$4.32M
|