Latest Institutional Sells of Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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
Jan 18, 2023 Q4 2022
Rosenberg Matthew Hamilton

SELL
 -
-26
- 30.23%
$3.49K - $3.97K
60 $13K
Feb 14, 2023 Q4 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-19
- 50.0%
$2.55K - $2.9K
19 $4.11K
Q3 2022
Nov 14, 2022 Q3 2022
Summit Global Investments

Bountiful, UT
SELL
 -
-17.6K
Closed
$2.31M - $2.6M
0 $0
Oct 14, 2022 Q3 2022
Diversified Trust CO

SELL
 -
-3.06K
- 59.98%
$401K - $451K
2.04K $442K
Nov 18, 2022 Q3 2022
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
SELL
 -
-2.9K
Closed
$381K - $429K
0 $0
Oct 13, 2022 Q3 2022
Newfound Research LLC

SELL
 -
-1.96K
- 8.75%
$257K - $290K
20.5K $4.43M
Oct 21, 2022 Q3 2022
Horizon Financial Services, LLC

SELL
 -
-1.76K
- 41.01%
$231K - $260K
2.54K $549K
Nov 14, 2022 Q3 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-448
- 7.02%
$58.8K - $66.2K
5.94K $1.29M
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

SELL
 -
-282
- 15.7%
$37K - $41.6K
1.51K $328K
Nov 10, 2022 Q3 2022
Brandywine Oak Private Wealth LLC

SELL
 -
-233
- 10.56%
$30.6K - $34.4K
1.97K $427K
Nov 08, 2022 Q3 2022
Zullo Investment Group, Inc.

Scranton, PA
SELL
 -
-66
- 16.92%
$8.66K - $9.75K
324 $70.2K
Nov 08, 2022 Q3 2022
Citizens National Bank Trust Department

SELL
 -
-15
- 1.7%
$1.97K - $2.22K
869 $188K
Oct 18, 2022 Q3 2022
First American Trust, Fsb

SELL
 -
-14
- 0.69%
$1.84K - $2.07K
2K $434K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-6
Closed
$787 - $886
0 $0
Q2 2022
Aug 12, 2022 Q2 2022
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-257K
Closed
$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 $1.96M
Aug 15, 2022 Q2 2022
Tower Wealth Partners, Inc.

Lewisburg, PA
SELL
 -
-66.2K
Closed
$8.63M - $11.3M
0 $0
Aug 05, 2022 Q2 2022
Cadent Capital Advisors, LLC

SELL
 -
-25.1K
Closed
$3.27M - $4.27M
0 $0
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-24K
Closed
$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 $9.74K
Jul 11, 2022 Q2 2022
Leo Brokerage, LLC

SELL
 -
-17.2K
Closed
$2.24M - $2.93M
0 $0
Aug 05, 2022 Q2 2022
Absolute Capital Management, LLC

SELL
 -
-8.92K
Closed
$1.16M - $1.52M
0 $0
Aug 09, 2022 Q2 2022
Peregrine Asset Advisers, Inc.

Portland, OR
SELL
 -
-8.5K
Closed
$1.11M - $1.45M
0 $0
Nov 17, 2023 Q2 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-4.79K
Closed
$624K - $816K
0 $0
Aug 15, 2022 Q2 2022
Fortress Wealth Group, LLC

Orlando, FL
SELL
 -
-3.97K
Closed
$517K - $676K
0 $0
Jul 18, 2022 Q2 2022
Symphony Financial, Ltd. Co.

SELL
 -
-2.97K
Closed
$386K - $506K
0 $0
Aug 08, 2022 Q2 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-2.4K
Closed
$312K - $409K
0 $0
Aug 24, 2022 Q2 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-2.1K
Closed
$274K - $358K
0 $0
Jul 13, 2022 Q2 2022
Hya Advisors, Inc

SELL
 -
-2.07K
Closed
$270K - $353K
0 $0
Aug 09, 2022 Q2 2022
Poehling Capital Management, Inc.

Madison, WI
SELL
 -
-2.05K
Closed
$268K - $350K
0 $0
Aug 04, 2022 Q2 2022
Barber Financial Group, Inc.

SELL
 -
-2.04K
Closed
$266K - $348K
0 $0
Jul 20, 2023 Q2 2022
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-1.97K
Closed
$257K - $336K
0 $0
Jul 11, 2022 Q2 2022
Vigilare Wealth Management

SELL
 -
-1.71K
Closed
$223K - $292K
0 $0
Aug 12, 2022 Q2 2022
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-1.67K
Closed
$218K - $285K
0 $0
Sep 11, 2024 Q2 2022
Summit Wealth Partners, LLC

Orlando, FL
SELL
 -
-1.66K
Closed
$216K - $283K
0 $0
Aug 15, 2022 Q2 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
SELL
 -
-1.43K
- 25.06%
$186K - $244K
4.28K $926K
Jul 26, 2022 Q2 2022
Mason & Associates Inc

SELL
 -
-1.39K
Closed
$180K - $236K
0 $0
Jul 25, 2022 Q2 2022
Regions Financial Corp

SELL
 -
-1.38K
Closed
$180K - $235K
0 $0
Aug 04, 2022 Q2 2022
True Link Financial Advisors, LLC

SELL
 -
-1.36K
Closed
$177K - $231K
0 $0
Aug 15, 2022 Q2 2022
American Planning Services, Inc.

Sun City Center, FL
SELL
 -
-1.33K
Closed
$173K - $226K
0 $0
Aug 12, 2022 Q2 2022
Smith, Moore & Co.

Clayton, MO
SELL
 -
-1.26K
Closed
$164K - $214K
0 $0
Aug 10, 2022 Q2 2022
Associated Banc Corp

Green Bay, WI
SELL
 -
-1.26K
Closed
$163K - $214K
0 $0
Aug 10, 2022 Q2 2022
S&T Bank

Indiana, PA
SELL
 -
-1.25K
- 38.82%
$163K - $214K
1.98K $428K
Aug 10, 2022 Q2 2022
Financial Advisory Group

Houston, TX
SELL
 -
-1.23K
Closed
$161K - $210K
0 $0
Aug 01, 2022 Q2 2022
Montecito Bank & Trust

SELL
 -
-1.2K
Closed
$156K - $204K
0 $0
Jul 21, 2022 Q2 2022
Amplius Wealth Advisors, LLC

SELL
 -
-1K
- 27.1%
$130K - $170K
2.69K $582K
Jul 26, 2022 Q2 2022
Joseph P. Lucia & Associates, LLC

SELL
 -
-425
- 40.87%
$55.4K - $72.4K
615 $133K
Oct 17, 2024 Q2 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-409
- 12.59%
$53.3K - $69.7K
2.84K $615K
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-275
Closed
$35.8K - $46.9K
0 $0

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