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 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-155- 4.01% |
$31.2K - $33.7K
|
3.71K
$846K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-157- 14.78% |
$31.6K - $34.1K
|
905
$206K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-162- 3.81% |
$32.6K - $35.2K
|
4.09K
$932K
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-164- 2.61% |
$33K - $35.7K
|
6.13K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-166- 1.37% |
$33.4K - $36.1K
|
11.9K
$2.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-171- 2.25% |
$34.4K - $37.2K
|
7.41K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-174- 6.23% |
$35K - $37.8K
|
2.62K
$596K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-175- 0.49% |
$35.2K - $38.1K
|
35.5K
$8.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-184- 14.7% |
$37K - $40K
|
1.07K
$243K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-191- 45.48% |
$38.5K - $41.5K
|
229
$52.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-192- 3.6% |
$38.7K - $41.7K
|
5.14K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-192- 1.05% |
$38.7K - $41.7K
|
18K
$4.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-200- 4.71% |
$40.3K - $43.5K
|
4.04K
$920K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-203- 1.08% |
$40.9K - $44.1K
|
18.6K
$4.24M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-217- 11.33% |
$43.7K - $47.2K
|
1.7K
$387K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-218- 8.79% |
$43.9K - $47.4K
|
2.26K
$515K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-221- 0.53% |
$44.5K - $48.1K
|
41.3K
$9.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-225- 2.74% |
$45.3K - $48.9K
|
7.99K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-230- 8.93% |
$46.3K - $50K
|
2.35K
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-234- 27.3% |
$47.1K - $50.9K
|
623
$142K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-245- 10.23% |
$49.3K - $53.3K
|
2.15K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-248- 13.19% |
$49.9K - $53.9K
|
1.63K
$372K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-258- 3.53% |
$51.9K - $56.1K
|
7.04K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-274- 18.83% |
$55.2K - $59.6K
|
1.18K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-276- 15.32% |
$55.6K - $60K
|
1.53K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-303- 3.94% |
$61K - $65.9K
|
7.38K
$1.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-305- 4.05% |
$61.4K - $66.3K
|
7.24K
$1.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-315- 12.44% |
$63.4K - $68.5K
|
2.22K
$505K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-319- 5.58% |
$64.2K - $69.4K
|
5.4K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-327- 13.04% |
$65.8K - $71.1K
|
2.18K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-337- 14.33% |
$67.8K - $73.3K
|
2.01K
$459K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-354- 5.76% |
$71.3K - $77K
|
5.79K
$1.32M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-368- 8.84% |
$74.1K - $80K
|
3.8K
$865K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-371- 1.45% |
$74.7K - $80.7K
|
25.2K
$5.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-385- 14.39% |
$77.5K - $83.7K
|
2.29K
$521K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-426- 7.11% |
$85.8K - $92.6K
|
5.57K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-447- 7.52% |
$90K - $97.2K
|
5.5K
$1.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-461- 23.06% |
$92.8K - $100K
|
1.54K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-461- 6.67% |
$92.8K - $100K
|
6.45K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-463- 21.56% |
$93.2K - $101K
|
1.68K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-483- 8.55% |
$97.2K - $105K
|
5.17K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-499- 15.27% |
$100K - $109K
|
2.77K
$630K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-505- 2.62% |
$102K - $110K
|
18.7K
$4.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-529- 6.36% |
$106K - $115K
|
7.79K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-542- 24.01% |
$109K - $118K
|
1.72K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-576- 4.3% |
$116K - $125K
|
12.8K
$2.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-610- 33.65% |
$123K - $133K
|
1.2K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-611- 0.97% |
$123K - $133K
|
62.3K
$14.2M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-631- 5.15% |
$127K - $137K
|
11.6K
$2.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-708- 8.59% |
$143K - $154K
|
7.53K
$1.72M
|