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 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
107+ 9.47% |
$21.5K - $23.3K
|
1.24K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
104+ 5.56% |
$20.9K - $22.6K
|
1.98K
$444K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
103+ 1.0% |
$20.7K - $22.4K
|
10.4K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
100+ 45.05% |
$20.1K - $21.7K
|
322
$72.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
96+ 5.9% |
$19.3K - $20.9K
|
1.72K
$388K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
91+ 4.27% |
$18.3K - $19.8K
|
2.22K
$500K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
90+ 11.64% |
$18.1K - $19.6K
|
863
$194K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
81+ 1.98% |
$16.3K - $17.6K
|
4.18K
$939K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
80+ 5.27% |
$16.1K - $17.4K
|
1.6K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
75+ 4.51% |
$15.1K - $16.3K
|
1.74K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
74+ 51.39% |
$14.9K - $16.1K
|
218
$49K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
70+ 1.51% |
$14.1K - $15.2K
|
4.71K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
62New |
$12.5K - $13.5K
|
62
$13.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
59+ 5.76% |
$11.9K - $12.8K
|
1.08K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
57+ 0.77% |
$11.5K - $12.4K
|
7.5K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
56+ 7.65% |
$11.3K - $12.2K
|
788
$177K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
54+ 2.02% |
$10.9K - $11.7K
|
2.73K
$614K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
48+ 1.59% |
$9.66K - $10.4K
|
3.07K
$689K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
45New |
$9.06K - $9.78K
|
45
$10.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
42+ 6.35% |
$8.46K - $9.13K
|
703
$158K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
41+ 0.45% |
$8.25K - $8.92K
|
9.06K
$2.04M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
41+ 0.43% |
$8.25K - $8.92K
|
9.49K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
40+ 2.46% |
$8.05K - $8.7K
|
1.67K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
36New |
$7.25K - $7.83K
|
36
$8.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
34+ 0.41% |
$6.84K - $7.39K
|
8.3K
$1.87M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
32+ 1.62% |
$6.44K - $6.96K
|
2K
$451K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
29+ 0.29% |
$5.84K - $6.31K
|
9.89K
$2.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
28New |
$5.64K - $6.09K
|
28
$6.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
25+ 0.35% |
$5.03K - $5.44K
|
7.2K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
25+ 7.06% |
$5.03K - $5.44K
|
379
$85.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
20New |
$4.03K - $4.35K
|
20
$4.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
18New |
$3.62K - $3.91K
|
18
$4.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17+ 0.21% |
$3.42K - $3.7K
|
8.08K
$1.82M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 0.09% |
$3.22K - $3.48K
|
18.1K
$4.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
16New |
$3.22K - $3.48K
|
16
$3.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
14+ 0.35% |
$2.82K - $3.04K
|
4K
$899K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14+ 1.01% |
$2.82K - $3.04K
|
1.41K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 0.98% |
$2.82K - $3.04K
|
1.44K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13+ 0.36% |
$2.62K - $2.83K
|
3.66K
$823K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
12+ 0.33% |
$2.42K - $2.61K
|
3.64K
$819K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.29% |
$2.21K - $2.39K
|
3.81K
$856K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
11+ 0.09% |
$2.21K - $2.39K
|
11.7K
$2.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 0.17% |
$2.21K - $2.39K
|
6.56K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10+ 0.56% |
$2.01K - $2.17K
|
1.79K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9+ 0.54% |
$1.81K - $1.96K
|
1.69K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
8+ 0.79% |
$1.61K - $1.74K
|
1.02K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
8+ 0.28% |
$1.61K - $1.74K
|
2.83K
$636K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
6+ 0.29% |
$1.21K - $1.3K
|
2.11K
$474K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
5+ 20.0% |
$1.01K - $1.09K
|
30
$6.75K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.05% |
$1.01K - $1.09K
|
9.77K
$2.2M
|