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 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-298- 14.31% |
$39.7K - $43.6K
|
1.79K
$371K
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-252- 57.53% |
$33.6K - $36.9K
|
186
$38.7K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-216- 15.21% |
$28.8K - $31.6K
|
1.2K
$251K
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-180- 10.41% |
$24K - $26.3K
|
1.55K
$322K
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-132- 1.75% |
$17.6K - $19.3K
|
7.42K
$1.54M
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-100- 3.62% |
$13.3K - $14.6K
|
2.66K
$554K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-55- 13.22% |
$7.32K - $8.04K
|
361
$75.1K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-40- 30.53% |
$5.33K - $5.85K
|
91
$18.9K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-39- 78.0% |
$5.19K - $5.7K
|
11
$2.29K
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-26- 38.24% |
$3.46K - $3.8K
|
42
$8.74K
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-24- 53.33% |
$3.2K - $3.51K
|
21
$4.37K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-11- 0.98% |
$1.46K - $1.61K
|
1.11K
$230K
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-10- 0.41% |
$1.33K - $1.46K
|
2.41K
$502K
|
|
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
$324K
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-40.8K- 72.22% |
$5.47M - $6.23M
|
15.7K
$3.26M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.51K- 15.78% |
$605K - $688K
|
24K
$5M
|
|
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
$22.5K
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.03K- 21.73% |
$138K - $157K
|
3.7K
$769K
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-904- 36.84% |
$121K - $138K
|
1.55K
$322K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-885- 35.19% |
$119K - $135K
|
1.63K
$339K
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-739- 10.4% |
$99.2K - $113K
|
6.37K
$1.32M
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-474- 22.12% |
$63.6K - $72.4K
|
1.67K
$347K
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-84- 1.93% |
$11.3K - $12.8K
|
4.28K
$890K
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-74- 4.21% |
$9.93K - $11.3K
|
1.68K
$350K
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-50- 1.98% |
$6.71K - $7.64K
|
2.47K
$514K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-36- 18.37% |
$4.83K - $5.5K
|
160
$33.3K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-26- 30.23% |
$3.49K - $3.97K
|
60
$12.5K
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-19- 50.0% |
$2.55K - $2.9K
|
19
$3.95K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-17.6KClosed |
$2.31M - $2.6M
|
0
$0
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-3.06K- 59.98% |
$401K - $451K
|
2.04K
$424K
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.9KClosed |
$381K - $429K
|
0
$0
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-1.96K- 8.75% |
$257K - $290K
|
20.5K
$4.26M
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-1.76K- 41.01% |
$231K - $260K
|
2.54K
$528K
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-448- 7.02% |
$58.8K - $66.2K
|
5.94K
$1.24M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-282- 15.7% |
$37K - $41.6K
|
1.51K
$315K
|
|
Nov 10, 2022
Q3 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-233- 10.56% |
$30.6K - $34.4K
|
1.97K
$411K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-160- 1.09% |
$21K - $23.6K
|
14.5K
$3.01M
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-66- 16.92% |
$8.66K - $9.75K
|
324
$67.4K
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15- 1.7% |
$1.97K - $2.22K
|
869
$181K
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-14- 0.69% |
$1.84K - $2.07K
|
2K
$417K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6Closed |
$787 - $886
|
0
$0
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-257KClosed |
$33.5M - $43.8M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-160K- 94.63% |
$20.8M - $27.2M
|
9.06K
$1.89M
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-66.2KClosed |
$8.63M - $11.3M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-25.1KClosed |
$3.27M - $4.27M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-24KClosed |
$3.13M - $4.09M
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-22.6K- 99.8% |
$2.95M - $3.86M
|
45
$9.36K
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-17.2KClosed |
$2.24M - $2.93M
|
0
$0
|