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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.46K- 12.77% |
$1.31M - $1.52M
|
51K
$11M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.25K- 15.09% |
$1.27M - $1.47M
|
40.8K
$8.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-6.87K- 33.01% |
$1.21M - $1.4M
|
13.9K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.84K- 20.62% |
$1.2M - $1.39M
|
26.3K
$5.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-6.33K- 82.12% |
$1.11M - $1.29M
|
1.38K
$299K
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-6.27K- 53.62% |
$1.1M - $1.27M
|
5.42K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.14K- 5.37% |
$1.08M - $1.25M
|
108K
$23.4M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.77K- 5.02% |
$1.01M - $1.17M
|
109K
$23.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.54K- 23.78% |
$971K - $1.13M
|
17.7K
$3.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-5.13K- 28.47% |
$900K - $1.04M
|
12.9K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-4.91K- 32.22% |
$862K - $998K
|
10.3K
$2.24M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-4.69K- 79.08% |
$822K - $953K
|
1.24K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.47K- 74.78% |
$783K - $908K
|
1.51K
$326K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.41K- 59.64% |
$774K - $897K
|
2.99K
$647K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.4K- 10.38% |
$772K - $895K
|
38K
$8.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-4.37K- 5.13% |
$767K - $888K
|
80.7K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-4.34K- 19.12% |
$762K - $883K
|
18.4K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.28K- 38.51% |
$752K - $871K
|
6.84K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.08K- 6.75% |
$715K - $828K
|
56.3K
$12.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-4K- 59.15% |
$702K - $814K
|
2.77K
$599K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-3.86K- 42.15% |
$677K - $784K
|
5.3K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.8K- 10.82% |
$667K - $773K
|
31.3K
$6.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-3.65K- 18.61% |
$641K - $743K
|
16K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.63K- 6.73% |
$637K - $738K
|
50.3K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.38K- 2.63% |
$593K - $687K
|
125K
$27.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.37K- 4.4% |
$592K - $686K
|
73.3K
$15.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-3.26K- 9.32% |
$572K - $663K
|
31.7K
$6.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-3.25K- 15.52% |
$570K - $660K
|
17.7K
$3.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.1K- 14.54% |
$544K - $631K
|
18.2K
$3.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-2.83K- 8.26% |
$497K - $576K
|
31.5K
$6.81M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 5.83% |
$451K - $522K
|
41.5K
$8.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-2.33K- 33.16% |
$410K - $475K
|
4.71K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.15K- 68.52% |
$377K - $437K
|
987
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-2.14K- 5.45% |
$375K - $435K
|
37.1K
$8.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.08K- 2.23% |
$365K - $422K
|
91K
$19.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.06K- 4.49% |
$362K - $419K
|
43.9K
$9.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2K- 4.14% |
$351K - $406K
|
46.2K
$10M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.99K- 10.31% |
$348K - $404K
|
17.3K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.97K- 5.07% |
$345K - $400K
|
36.8K
$7.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.93K- 2.18% |
$338K - $392K
|
86.7K
$18.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.9K- 4.6% |
$334K - $387K
|
39.4K
$8.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.89K- 45.39% |
$331K - $384K
|
2.27K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.86K- 31.04% |
$326K - $378K
|
4.13K
$893K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.85K- 1.8% |
$325K - $377K
|
101K
$21.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.83K- 64.7% |
$322K - $373K
|
1K
$217K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.73K- 24.4% |
$303K - $351K
|
5.35K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 31.06% |
$296K - $343K
|
3.75K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.68K- 11.29% |
$295K - $342K
|
13.2K
$2.86M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.66K- 9.81% |
$291K - $337K
|
15.2K
$3.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.65K- 4.09% |
$289K - $335K
|
38.7K
$8.38M
|