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 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.63K- 4.61% |
$286K - $331K
|
33.7K
$7.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.56K- 20.83% |
$274K - $317K
|
5.93K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.41K- 7.57% |
$248K - $287K
|
17.2K
$3.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.38K- 40.75% |
$241K - $280K
|
2K
$433K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.33K- 28.39% |
$233K - $270K
|
3.35K
$726K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.23K- 0.99% |
$215K - $249K
|
122K
$26.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.22K- 1.43% |
$215K - $249K
|
84.2K
$18.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
SELL
|
- |
-1.2K- 1.52% |
$211K - $245K
|
78K
$16.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.19K- 12.63% |
$208K - $241K
|
8.21K
$1.78M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 4.4% |
$207K - $239K
|
25.6K
$5.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.16K- 16.01% |
$203K - $235K
|
6.07K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.14K- 49.37% |
$201K - $232K
|
1.17K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-993- 12.86% |
$174K - $202K
|
6.73K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-988- 3.25% |
$173K - $201K
|
29.4K
$6.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-954- 7.39% |
$167K - $194K
|
12K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-946- 2.14% |
$166K - $192K
|
43.3K
$9.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-938- 25.15% |
$165K - $191K
|
2.79K
$604K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-828- 42.05% |
$145K - $168K
|
1.14K
$247K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-825- 3.37% |
$145K - $168K
|
23.7K
$5.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-818- 9.01% |
$144K - $166K
|
8.27K
$1.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-804- 37.27% |
$141K - $163K
|
1.35K
$293K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-794- 6.09% |
$139K - $161K
|
12.2K
$2.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-791- 9.58% |
$139K - $161K
|
7.47K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-760- 0.05% |
$133K - $155K
|
1.43M
$310M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-757- 5.35% |
$133K - $154K
|
13.4K
$2.9M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-755- 23.96% |
$132K - $153K
|
2.4K
$519K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-717- 8.76% |
$126K - $146K
|
7.47K
$1.62M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-708- 5.53% |
$124K - $144K
|
12.1K
$2.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-701- 0.82% |
$123K - $143K
|
85.2K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-681- 29.12% |
$119K - $138K
|
1.66K
$359K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-658- 1.81% |
$115K - $134K
|
35.7K
$7.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-628- 1.9% |
$110K - $128K
|
32.4K
$7.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-601- 4.88% |
$105K - $122K
|
11.7K
$2.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-591- 1.4% |
$104K - $120K
|
41.5K
$8.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-587- 17.91% |
$103K - $119K
|
2.69K
$583K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-577- 5.12% |
$101K - $117K
|
10.7K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-553- 1.82% |
$97K - $112K
|
29.9K
$6.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-518- 28.17% |
$90.9K - $105K
|
1.32K
$286K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-508- 6.82% |
$89.1K - $103K
|
6.94K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-501- 4.52% |
$87.9K - $102K
|
10.6K
$2.29M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-501- 0.28% |
$87.9K - $102K
|
176K
$38.2M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-493- 23.74% |
$86.5K - $100K
|
1.58K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-483- 5.99% |
$84.7K - $98.2K
|
7.59K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-477- 4.81% |
$83.7K - $97K
|
9.45K
$2.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-451- 6.12% |
$79.1K - $91.7K
|
6.91K
$1.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-443- 25.56% |
$77.7K - $90.1K
|
1.29K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-431- 29.6% |
$75.6K - $87.6K
|
1.03K
$222K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-427- 10.5% |
$74.9K - $86.8K
|
3.64K
$788K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-424- 1.89% |
$74.4K - $86.2K
|
22K
$4.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-423- 10.87% |
$74.2K - $86K
|
3.47K
$751K
|