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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-30.1K- 90.21% |
$4M - $4.4M
|
3.26K
$706K
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-22.5K- 88.35% |
$2.99M - $3.29M
|
2.96K
$642K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.8K- 84.66% |
$2.77M - $3.04M
|
3.77K
$815K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-14.1K- 86.57% |
$1.88M - $2.07M
|
2.19K
$475K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-10.6K- 83.53% |
$1.41M - $1.55M
|
2.09K
$453K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9.61K- 86.73% |
$1.28M - $1.41M
|
1.47K
$318K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.31K- 82.9% |
$1.24M - $1.36M
|
1.92K
$416K
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-8.3K- 37.35% |
$1.11M - $1.21M
|
13.9K
$3.01M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-8.11K- 67.93% |
$1.08M - $1.19M
|
3.83K
$829K
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7.36K- 98.69% |
$980K - $1.08M
|
98
$21.2K
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-5.74K- 52.06% |
$765K - $840K
|
5.29K
$1.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5.55K- 76.02% |
$739K - $812K
|
1.75K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.38K- 40.61% |
$583K - $640K
|
6.4K
$1.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.64K- 56.27% |
$351K - $385K
|
2.05K
$443K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.29K- 39.9% |
$172K - $189K
|
1.95K
$422K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.19K- 38.6% |
$159K - $175K
|
1.9K
$411K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-920- 9.33% |
$123K - $135K
|
8.94K
$1.94M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-890- 35.97% |
$119K - $130K
|
1.58K
$343K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-735- 32.84% |
$97.9K - $108K
|
1.5K
$325K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-656- 4.6% |
$87.4K - $96K
|
13.6K
$2.95M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-542- 24.67% |
$72.2K - $79.3K
|
1.66K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-437- 21.61% |
$58.2K - $63.9K
|
1.59K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-316- 15.57% |
$42.1K - $46.2K
|
1.71K
$371K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-298- 14.31% |
$39.7K - $43.6K
|
1.79K
$386K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-252- 57.53% |
$33.6K - $36.9K
|
186
$40.3K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-216- 15.21% |
$28.8K - $31.6K
|
1.2K
$261K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-180- 10.41% |
$24K - $26.3K
|
1.55K
$335K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-132- 1.75% |
$17.6K - $19.3K
|
7.42K
$1.61M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-100- 3.62% |
$13.3K - $14.6K
|
2.66K
$577K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-55- 13.22% |
$7.32K - $8.04K
|
361
$78.2K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-40- 30.53% |
$5.33K - $5.85K
|
91
$19.7K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-39- 78.0% |
$5.19K - $5.7K
|
11
$2.38K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-26- 38.24% |
$3.46K - $3.8K
|
42
$9.09K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-24- 53.33% |
$3.2K - $3.51K
|
21
$4.55K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 0.98% |
$1.46K - $1.61K
|
1.11K
$240K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-10- 0.41% |
$1.33K - $1.46K
|
2.41K
$522K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-8Closed |
$1.07K - $1.17K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3- 0.19% |
$400 - $439
|
1.56K
$337K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.51K- 15.78% |
$605K - $688K
|
24K
$5.21M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.95KClosed |
$396K - $451K
|
0
$0
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 91.81% |
$163K - $185K
|
108
$23.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.03K- 21.73% |
$138K - $157K
|
3.7K
$800K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-904- 36.84% |
$121K - $138K
|
1.55K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-885- 35.19% |
$119K - $135K
|
1.63K
$353K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-739- 10.4% |
$99.2K - $113K
|
6.37K
$1.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-474- 22.12% |
$63.6K - $72.4K
|
1.67K
$361K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-84- 1.93% |
$11.3K - $12.8K
|
4.28K
$926K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-74- 4.21% |
$9.93K - $11.3K
|
1.68K
$365K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-50- 1.98% |
$6.71K - $7.64K
|
2.47K
$535K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-36- 18.37% |
$4.83K - $5.5K
|
160
$34.6K
|
|