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 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-60- 2.64% |
$12.1K - $13K
|
2.21K
$498K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-60- 19.35% |
$12.1K - $13K
|
250
$56.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-63- 4.48% |
$12.7K - $13.7K
|
1.34K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-65- 0.96% |
$13.1K - $14.1K
|
6.73K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-68- 1.11% |
$13.7K - $14.8K
|
6.08K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-70- 3.37% |
$14.1K - $15.2K
|
2.01K
$452K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-70- 13.67% |
$14.1K - $15.2K
|
442
$99.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-77- 0.82% |
$15.5K - $16.7K
|
9.36K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-80- 2.41% |
$16.1K - $17.4K
|
3.24K
$729K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-80- 0.1% |
$16.1K - $17.4K
|
80.7K
$18.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-90- 3.2% |
$18.1K - $19.6K
|
2.72K
$612K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-93- 4.87% |
$18.7K - $20.2K
|
1.82K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-99- 5.96% |
$19.9K - $21.5K
|
1.56K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-101- 4.07% |
$20.3K - $22K
|
2.38K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-111- 7.63% |
$22.3K - $24.1K
|
1.34K
$302K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-117- 5.7% |
$23.6K - $25.4K
|
1.93K
$435K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-119- 5.51% |
$24K - $25.9K
|
2.04K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-123- 4.97% |
$24.8K - $26.7K
|
2.35K
$529K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-128- 1.25% |
$25.8K - $27.8K
|
10.1K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-140- 7.59% |
$28.2K - $30.4K
|
1.7K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-146- 9.6% |
$29.4K - $31.7K
|
1.38K
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-150- 0.18% |
$30.2K - $32.6K
|
85.1K
$19.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-164- 2.61% |
$33K - $35.7K
|
6.13K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-174- 6.23% |
$35K - $37.8K
|
2.62K
$588K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-175- 0.49% |
$35.2K - $38.1K
|
35.5K
$7.98M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-191- 45.48% |
$38.5K - $41.5K
|
229
$51.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-192- 1.05% |
$38.7K - $41.7K
|
18K
$4.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-192- 3.6% |
$38.7K - $41.7K
|
5.14K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-200- 4.71% |
$40.3K - $43.5K
|
4.04K
$909K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-203- 1.08% |
$40.9K - $44.1K
|
18.6K
$4.19M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-217- 11.33% |
$43.7K - $47.2K
|
1.7K
$382K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-221- 0.53% |
$44.5K - $48.1K
|
41.3K
$9.28M
|
|
|
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
$1.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-234- 27.3% |
$47.1K - $50.9K
|
623
$140K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-245- 10.23% |
$49.3K - $53.3K
|
2.15K
$484K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-248- 13.19% |
$49.9K - $53.9K
|
1.63K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-258- 3.53% |
$51.9K - $56.1K
|
7.04K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-276- 15.32% |
$55.6K - $60K
|
1.53K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-303- 3.94% |
$61K - $65.9K
|
7.38K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-305- 4.05% |
$61.4K - $66.3K
|
7.24K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-315- 12.44% |
$63.4K - $68.5K
|
2.22K
$499K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-319- 5.58% |
$64.2K - $69.4K
|
5.4K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-327- 13.04% |
$65.8K - $71.1K
|
2.18K
$490K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-337- 14.33% |
$67.8K - $73.3K
|
2.01K
$453K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-354- 5.76% |
$71.3K - $77K
|
5.79K
$1.3M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-368- 8.84% |
$74.1K - $80K
|
3.8K
$854K
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-385- 14.39% |
$77.5K - $83.7K
|
2.29K
$515K
|
|
|
Jan 30, 2025
Q4 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-426- 7.11% |
$85.8K - $92.6K
|
5.57K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-447- 7.52% |
$90K - $97.2K
|
5.5K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-461- 6.67% |
$92.8K - $100K
|
6.45K
$1.45M
|