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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-129K- 95.45% |
$22.6M - $26.2M
|
6.14K
$1.28M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-79.7K- 6.51% |
$14M - $16.2M
|
1.14M
$238M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78K- 19.99% |
$13.7M - $15.9M
|
312K
$64.9M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.2K- 20.84% |
$9.52M - $11M
|
206K
$42.9M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-49.4K- 43.89% |
$8.66M - $10M
|
63.1K
$13.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.2K- 1.93% |
$8.29M - $9.6M
|
2.39M
$498M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-20.2K- 3.95% |
$3.55M - $4.11M
|
492K
$102M
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-7.79K- 74.01% |
$1.37M - $1.58M
|
2.74K
$569K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.33K- 82.12% |
$1.11M - $1.29M
|
1.38K
$287K
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-6.27K- 53.62% |
$1.1M - $1.27M
|
5.42K
$1.13M
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-5.13K- 28.47% |
$900K - $1.04M
|
12.9K
$2.68M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.47K- 74.78% |
$783K - $908K
|
1.51K
$313K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.41K- 59.64% |
$774K - $897K
|
2.99K
$621K
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-4.37K- 5.13% |
$767K - $888K
|
80.7K
$16.8M
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-3.86K- 42.15% |
$677K - $784K
|
5.3K
$1.1M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.1K- 14.54% |
$544K - $631K
|
18.2K
$3.79M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.06K- 4.49% |
$362K - $419K
|
43.9K
$9.14M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.89K- 45.39% |
$331K - $384K
|
2.27K
$473K
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.66K- 9.81% |
$291K - $337K
|
15.2K
$3.17M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.56K- 20.83% |
$274K - $317K
|
5.93K
$1.23M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.33K- 28.39% |
$233K - $270K
|
3.35K
$698K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-828- 42.05% |
$145K - $168K
|
1.14K
$237K
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-825- 3.37% |
$145K - $168K
|
23.7K
$4.93M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-818- 9.01% |
$144K - $166K
|
8.27K
$1.72M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-794- 6.09% |
$139K - $161K
|
12.2K
$2.55M
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-757- 5.35% |
$133K - $154K
|
13.4K
$2.79M
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-717- 8.76% |
$126K - $146K
|
7.47K
$1.55M
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-701- 0.82% |
$123K - $143K
|
85.2K
$17.7M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-628- 1.9% |
$110K - $128K
|
32.4K
$6.75M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-451- 6.12% |
$79.1K - $91.7K
|
6.91K
$1.44M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-431- 29.6% |
$75.6K - $87.6K
|
1.03K
$213K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-423- 10.87% |
$74.2K - $86K
|
3.47K
$721K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-348- 13.74% |
$61.1K - $70.7K
|
2.19K
$455K
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-344- 7.63% |
$60.4K - $69.9K
|
4.17K
$867K
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-338- 3.16% |
$59.3K - $68.7K
|
10.4K
$2.15M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-320- 7.67% |
$56.1K - $65.1K
|
3.85K
$801K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-311- 3.7% |
$54.6K - $63.2K
|
8.11K
$1.69M
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-302- 4.8% |
$53K - $61.4K
|
6K
$1.25M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-302- 2.63% |
$53K - $61.4K
|
11.2K
$2.33M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-301- 8.44% |
$52.8K - $61.2K
|
3.27K
$680K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-298- 0.51% |
$52.3K - $60.6K
|
58.5K
$12.2M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-295- 5.24% |
$51.8K - $60K
|
5.33K
$1.11M
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-265- 8.2% |
$46.5K - $53.9K
|
2.97K
$617K
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-211- 3.43% |
$37K - $42.9K
|
5.94K
$1.24M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-178- 8.69% |
$31.2K - $36.2K
|
1.87K
$389K
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-173- 5.47% |
$30.4K - $35.2K
|
2.99K
$621K
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-147- 10.4% |
$25.8K - $29.9K
|
1.27K
$263K
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-142- 2.2% |
$24.9K - $28.9K
|
6.31K
$1.31M
|
|
Oct 07, 2024
Q3 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-134- 0.7% |
$23.5K - $27.2K
|
19K
$3.96M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-112- 2.31% |
$19.7K - $22.8K
|
4.74K
$986K
|