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 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.5K+ 2.63% |
$3.53M - $3.81M
|
684K
$154M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.4K+ 84.64% |
$3.5M - $3.78M
|
37.9K
$8.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
16.2KNew |
$3.26M - $3.52M
|
16.2K
$3.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
15.6K+ 111135.71% |
$3.13M - $3.38M
|
15.6K
$3.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
15.5KNew |
$3.13M - $3.38M
|
15.5K
$3.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
15.1KNew |
$3.05M - $3.29M
|
15.1K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
15K+ 5.31% |
$3.03M - $3.27M
|
298K
$67M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
14.9KNew |
$2.99M - $3.23M
|
14.9K
$3.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$2.89M - $3.12M
|
14.3K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.1K+ 177.91% |
$2.83M - $3.06M
|
22K
$4.94M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
13.4KNew |
$2.7M - $2.91M
|
13.4K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
13KNew |
$2.61M - $2.82M
|
13K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
12.8KNew |
$2.58M - $2.79M
|
12.8K
$2.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
12.7K+ 336.18% |
$2.55M - $2.76M
|
16.4K
$3.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 463.18% |
$2.55M - $2.75M
|
15.4K
$3.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.9K+ 425.13% |
$2.4M - $2.59M
|
14.7K
$3.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
11.9KNew |
$2.39M - $2.59M
|
11.9K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.8K+ 926.47% |
$2.37M - $2.56M
|
13.1K
$2.94M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$2.36M - $2.55M
|
11.7K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
11.7KNew |
$2.35M - $2.54M
|
11.7K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.1KNew |
$2.24M - $2.42M
|
11.1K
$2.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.9KNew |
$2.2M - $2.38M
|
10.9K
$2.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10KNew |
$2.02M - $2.18M
|
10K
$2.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Sanchez Wealth Management Group
|
BUY
|
- |
9.99K+ 11.17% |
$2.01M - $2.17M
|
99.4K
$22.4M
|
|
|
Jan 17, 2025
Q4 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
9.68K+ 3.49% |
$1.95M - $2.1M
|
287K
$64.6M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
9.56KNew |
$1.92M - $2.08M
|
9.56K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9.21K+ 252.93% |
$1.85M - $2M
|
12.9K
$2.89M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.15KNew |
$1.84M - $1.99M
|
9.15K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
9.07KNew |
$1.83M - $1.97M
|
9.07K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.75KNew |
$1.76M - $1.9M
|
8.75K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.72K+ 13.82% |
$1.76M - $1.9M
|
71.8K
$16.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.04KNew |
$1.62M - $1.75M
|
8.04K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.7K+ 645.35% |
$1.55M - $1.67M
|
8.89K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
7.56KNew |
$1.52M - $1.64M
|
7.56K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7.19KNew |
$1.45M - $1.56M
|
7.19K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7.1KNew |
$1.43M - $1.54M
|
7.1K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.93KNew |
$1.39M - $1.51M
|
6.93K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.64KNew |
$1.34M - $1.44M
|
6.64K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.4KNew |
$1.29M - $1.39M
|
6.4K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.2KNew |
$1.25M - $1.35M
|
6.2K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.18KNew |
$1.24M - $1.34M
|
6.18K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
6.08KNew |
$1.22M - $1.32M
|
6.08K
$1.37M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.08KNew |
$1.22M - $1.32M
|
6.08K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.81K+ 26.64% |
$1.17M - $1.26M
|
27.6K
$6.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.79KNew |
$1.17M - $1.26M
|
5.79K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
5.74KNew |
$1.16M - $1.25M
|
5.74K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.73KNew |
$1.15M - $1.25M
|
5.73K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.45KNew |
$1.1M - $1.19M
|
5.45K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
5.43KNew |
$1.09M - $1.18M
|
5.43K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.39KNew |
$1.08M - $1.17M
|
5.39K
$1.21M
|