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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-7.33K- 49.35% |
$1.44M - $1.68M
|
7.53K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-7.09K- 3.35% |
$1.39M - $1.63M
|
204K
$48.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.1K- 6.48% |
$1.2M - $1.4M
|
88K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.93K- 13.15% |
$1.16M - $1.36M
|
39.2K
$9.28M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.52K- 13.86% |
$1.08M - $1.27M
|
34.3K
$8.13M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-5.33K- 32.88% |
$1.05M - $1.22M
|
10.9K
$2.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.13K- 50.87% |
$1.01M - $1.18M
|
4.95K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-5.11K- 76.92% |
$1M - $1.17M
|
1.53K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-5.08K- 6.32% |
$996K - $1.17M
|
75.3K
$17.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.8K- 64.19% |
$941K - $1.1M
|
2.68K
$634K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.58K- 23.75% |
$897K - $1.05M
|
14.7K
$3.48M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.5K- 5.07% |
$883K - $1.03M
|
84.2K
$19.9M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-4.3K- 1.57% |
$843K - $987K
|
269K
$63.7M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
PUT |
-4.2K- 28.97% |
$824K - $964K
|
10.3K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.15K- 18.99% |
$815K - $953K
|
17.7K
$4.2M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.96K- 3.99% |
$777K - $909K
|
95.3K
$22.6M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-3.21K- 72.91% |
$630K - $737K
|
1.19K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.79K- 62.39% |
$548K - $641K
|
1.68K
$399K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.78K- 0.93% |
$545K - $637K
|
297K
$70.2M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.73K- 17.63% |
$534K - $625K
|
12.7K
$3.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-2.47K- 8.17% |
$484K - $567K
|
27.8K
$6.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.3K- 37.99% |
$452K - $529K
|
3.76K
$891K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.28K- 2.2% |
$448K - $524K
|
102K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.26K- 2.33% |
$442K - $518K
|
94.6K
$22.4M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.13K- 11.37% |
$417K - $488K
|
16.6K
$3.93M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.1K- 4.96% |
$412K - $482K
|
40.3K
$9.53M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.05K- 29.25% |
$401K - $470K
|
4.95K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-2.04K- 84.32% |
$401K - $469K
|
380
$90K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.97K- 4.82% |
$386K - $452K
|
38.9K
$9.21M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-1.96KClosed |
$384K - $450K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.96K- 2.0% |
$384K - $450K
|
95.9K
$22.7M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.87K- 91.35% |
$367K - $429K
|
177
$41.9K
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.83K- 5.15% |
$360K - $421K
|
33.8K
$8M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-1.8K- 26.51% |
$353K - $413K
|
4.99K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.65K- 15.05% |
$323K - $378K
|
9.29K
$2.2M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.64K- 8.83% |
$322K - $377K
|
17K
$4.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.62K- 24.17% |
$317K - $371K
|
5.08K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-1.53K- 11.4% |
$300K - $351K
|
11.9K
$2.81M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.31K- 21.85% |
$256K - $300K
|
4.67K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-1.27K- 89.87% |
$249K - $291K
|
143
$33.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.24K- 6.83% |
$243K - $284K
|
16.9K
$4M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.23K- 6.15% |
$241K - $282K
|
18.8K
$4.44M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.12K- 0.81% |
$219K - $257K
|
137K
$32.5M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.09K- 0.8% |
$215K - $251K
|
135K
$32.1M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.08KClosed |
$212K - $248K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.04K- 11.06% |
$203K - $238K
|
8.32K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.01K- 6.79% |
$198K - $232K
|
13.9K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-1.01K- 7.59% |
$198K - $231K
|
12.3K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-995- 44.01% |
$195K - $228K
|
1.27K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-967- 19.98% |
$190K - $222K
|
3.87K
$917K
|