Latest Institutional Sells of Ishares Msci Usa Momentum Fact (MTUM)
This list provides information on the latest institutional transactions involving Ishares Msci Usa Momentum Fact (MTUM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-91.1K- 82.71% |
$16.5M - $21.9M
|
19K
$4.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-56.4K- 29.72% |
$10.2M - $13.6M
|
133K
$32M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-27.7K- 13.63% |
$5M - $6.65M
|
175K
$42.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-18.9K- 70.88% |
$3.42M - $4.54M
|
7.77K
$1.86M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 30.82% |
$2.08M - $2.77M
|
25.8K
$6.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-11.5K- 8.12% |
$2.07M - $2.75M
|
130K
$31.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.81K- 27.08% |
$1.59M - $2.12M
|
23.7K
$5.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.65K- 13.21% |
$1.38M - $1.84M
|
50.3K
$12.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-5.23K- 63.5% |
$945K - $1.26M
|
3.01K
$721K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4.36K- 8.92% |
$789K - $1.05M
|
44.5K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.07K- 2.26% |
$735K - $977K
|
176K
$42.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-3.39K- 5.93% |
$614K - $815K
|
53.9K
$12.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.27K- 4.63% |
$592K - $787K
|
67.4K
$16.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-3.13K- 14.86% |
$566K - $752K
|
17.9K
$4.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-2.82K- 44.88% |
$510K - $678K
|
3.47K
$832K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-2.82K- 7.73% |
$510K - $678K
|
33.6K
$8.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.71K- 0.62% |
$490K - $651K
|
434K
$104M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-2.6K- 26.75% |
$471K - $626K
|
7.13K
$1.71M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.75K- 1.28% |
$316K - $421K
|
135K
$32.5M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.56K- 94.14% |
$282K - $374K
|
97
$23.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.33K- 3.52% |
$241K - $321K
|
36.6K
$8.78M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.31K- 44.96% |
$236K - $314K
|
1.6K
$384K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.15K- 22.64% |
$208K - $276K
|
3.93K
$943K
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.13K- 6.25% |
$204K - $271K
|
16.9K
$4.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Capital Planning LLC
|
SELL
|
- |
-1.1K- 3.15% |
$198K - $264K
|
33.7K
$8.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-1.04K- 40.19% |
$188K - $250K
|
1.55K
$371K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-940- 38.75% |
$170K - $226K
|
1.49K
$357K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-901- 11.11% |
$163K - $217K
|
7.21K
$1.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-885- 6.17% |
$160K - $213K
|
13.5K
$3.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-842- 39.85% |
$152K - $202K
|
1.27K
$305K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-754- 6.67% |
$136K - $181K
|
10.6K
$2.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Nova R Wealth, Inc.
|
SELL
|
- |
-633- 11.46% |
$114K - $152K
|
4.89K
$1.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-566- 16.78% |
$102K - $136K
|
2.81K
$674K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-511- 6.08% |
$92.4K - $123K
|
7.89K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-461- 1.88% |
$83.4K - $111K
|
24K
$5.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-434- 10.28% |
$78.5K - $104K
|
3.79K
$910K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-371- 2.33% |
$67.1K - $89.2K
|
15.5K
$3.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-344- 5.66% |
$62.2K - $82.7K
|
5.74K
$1.38M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-317- 4.28% |
$57.3K - $76.2K
|
7.09K
$1.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-267- 17.08% |
$48.3K - $64.2K
|
1.3K
$311K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-266- 2.82% |
$48.1K - $63.9K
|
9.17K
$2.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-251- 6.39% |
$45.4K - $60.3K
|
3.68K
$883K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-246- 2.55% |
$44.5K - $59.1K
|
9.39K
$2.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-232- 6.58% |
$42K - $55.8K
|
3.29K
$791K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-212- 47.96% |
$38.3K - $50.9K
|
230
$55.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-211- 13.95% |
$38.2K - $50.7K
|
1.3K
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-200- 1.99% |
$36.2K - $48.1K
|
9.87K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-195- 3.7% |
$35.3K - $46.9K
|
5.07K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-191- 3.21% |
$34.5K - $45.9K
|
5.76K
$1.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-173- 8.79% |
$31.3K - $41.6K
|
1.8K
$431K
|