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
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
743New |
$150K - $162K
|
743
$167K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
729+ 38.65% |
$147K - $159K
|
2.62K
$588K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
727+ 36.77% |
$146K - $158K
|
2.7K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
711+ 1061.19% |
$143K - $155K
|
778
$175K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
679+ 45.09% |
$137K - $148K
|
2.19K
$491K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
653+ 8.5% |
$131K - $142K
|
8.34K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
632+ 92.26% |
$127K - $137K
|
1.32K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
615+ 5.61% |
$124K - $134K
|
11.6K
$2.6M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
564New |
$114K - $123K
|
564
$127K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
558New |
$112K - $121K
|
558
$125K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
541+ 327.88% |
$109K - $118K
|
706
$159K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
536+ 9.37% |
$108K - $117K
|
6.25K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
532+ 47.58% |
$107K - $116K
|
1.65K
$371K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
510+ 37.17% |
$103K - $111K
|
1.88K
$423K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
501+ 668.0% |
$101K - $109K
|
576
$130K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
469+ 5.8% |
$94.4K - $102K
|
8.55K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
452+ 14.94% |
$91K - $98.3K
|
3.48K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
428New |
$86.2K - $93.1K
|
428
$96.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
428+ 29.85% |
$86.2K - $93.1K
|
1.86K
$419K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
415New |
$83.5K - $90.2K
|
415
$93.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
401+ 13.04% |
$80.7K - $87.2K
|
3.48K
$781K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
325+ 24.96% |
$65.4K - $70.7K
|
1.63K
$366K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
324+ 3.41% |
$65.2K - $70.5K
|
9.83K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
294+ 1.55% |
$59.2K - $63.9K
|
19.3K
$4.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
289+ 5.08% |
$58.2K - $62.8K
|
5.98K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
286+ 4.71% |
$57.6K - $62.2K
|
6.36K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
286+ 6.05% |
$57.6K - $62.2K
|
5.02K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
277+ 23.63% |
$55.8K - $60.2K
|
1.45K
$326K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
274+ 9.91% |
$55.2K - $59.6K
|
3.04K
$683K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
267+ 4.1% |
$53.8K - $58.1K
|
6.78K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
263+ 18.68% |
$52.9K - $57.2K
|
1.67K
$376K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
255+ 2.2% |
$51.3K - $55.4K
|
11.9K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
242+ 4.11% |
$48.7K - $52.6K
|
6.13K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
233New |
$46.9K - $50.7K
|
233
$52.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
229+ 20.07% |
$46.1K - $49.8K
|
1.37K
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
216+ 4.07% |
$43.5K - $47K
|
5.52K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
202+ 17.91% |
$40.7K - $43.9K
|
1.33K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
188+ 1880.0% |
$37.8K - $40.9K
|
198
$44.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
178+ 7.4% |
$35.8K - $38.7K
|
2.58K
$581K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
178+ 2.62% |
$35.8K - $38.7K
|
6.98K
$1.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
174+ 0.02% |
$35K - $37.8K
|
968K
$218M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
168+ 9.31% |
$33.8K - $36.5K
|
1.97K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
166+ 7.91% |
$33.4K - $36.1K
|
2.27K
$509K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
150New |
$30.2K - $32.6K
|
150
$33.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
132+ 1.37% |
$26.6K - $28.7K
|
9.74K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
120New |
$24.2K - $26.1K
|
120
$27K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
120+ 59.41% |
$24.2K - $26.1K
|
322
$72.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
115New |
$23.2K - $25K
|
115
$25.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
108+ 1.44% |
$21.7K - $23.5K
|
7.59K
$1.71M
|