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 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
62New |
$12.5K - $13.5K
|
62
$14.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
61+ 48.03% |
$12.3K - $13.3K
|
188
$44.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
59+ 5.76% |
$11.9K - $12.8K
|
1.08K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
57+ 0.77% |
$11.5K - $12.4K
|
7.5K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
56+ 7.65% |
$11.3K - $12.2K
|
788
$187K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
54+ 2.02% |
$10.9K - $11.7K
|
2.73K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
53+ 0.76% |
$10.7K - $11.5K
|
6.99K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50New |
$10.1K - $10.9K
|
50
$11.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
48+ 1.59% |
$9.66K - $10.4K
|
3.07K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48+ 2.25% |
$9.66K - $10.4K
|
2.19K
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45New |
$9.06K - $9.78K
|
45
$10.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
45+ 1.67% |
$9.06K - $9.78K
|
2.74K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
44+ 4.4% |
$8.86K - $9.57K
|
1.04K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
42+ 6.35% |
$8.46K - $9.13K
|
703
$166K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
41+ 0.45% |
$8.25K - $8.92K
|
9.06K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
41+ 0.43% |
$8.25K - $8.92K
|
9.49K
$2.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
40+ 2.46% |
$8.05K - $8.7K
|
1.67K
$395K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
38+ 0.58% |
$7.65K - $8.26K
|
6.55K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
36New |
$7.25K - $7.83K
|
36
$8.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
34+ 65.38% |
$6.84K - $7.39K
|
86
$20.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
34+ 0.41% |
$6.84K - $7.39K
|
8.3K
$1.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
32+ 1.62% |
$6.44K - $6.96K
|
2K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
32+ 3.06% |
$6.44K - $6.96K
|
1.08K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
29+ 0.47% |
$5.84K - $6.31K
|
6.19K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
29+ 0.29% |
$5.84K - $6.31K
|
9.89K
$2.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
28New |
$5.64K - $6.09K
|
28
$6.63K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
25+ 7.06% |
$5.03K - $5.44K
|
379
$89.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
25+ 0.35% |
$5.03K - $5.44K
|
7.2K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24+ 13.79% |
$4.83K - $5.22K
|
198
$46.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23+ 0.29% |
$4.63K - $5K
|
7.85K
$1.86M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
23New |
$4.63K - $5K
|
23
$5.45K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
20New |
$4.03K - $4.35K
|
20
$4.74K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
18New |
$3.62K - $3.91K
|
18
$4.26K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17+ 0.21% |
$3.42K - $3.7K
|
8.08K
$1.91M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 0.09% |
$3.22K - $3.48K
|
18.1K
$4.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
16New |
$3.22K - $3.48K
|
16
$3.79K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14+ 1.01% |
$2.82K - $3.04K
|
1.41K
$333K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 0.98% |
$2.82K - $3.04K
|
1.44K
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
14+ 0.35% |
$2.82K - $3.04K
|
4K
$947K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13+ 0.36% |
$2.62K - $2.83K
|
3.66K
$867K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12+ 0.33% |
$2.42K - $2.61K
|
3.64K
$863K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 0.17% |
$2.21K - $2.39K
|
6.56K
$1.55M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
11+ 0.09% |
$2.21K - $2.39K
|
11.7K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.29% |
$2.21K - $2.39K
|
3.81K
$902K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10+ 0.56% |
$2.01K - $2.17K
|
1.79K
$423K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9+ 0.54% |
$1.81K - $1.96K
|
1.69K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
8+ 0.28% |
$1.61K - $1.74K
|
2.83K
$670K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
8+ 0.79% |
$1.61K - $1.74K
|
1.02K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
7New |
$1.41K - $1.52K
|
7
$1.66K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
7+ 0.35% |
$1.41K - $1.52K
|
2.03K
$482K
|