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 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-961- 36.62% |
$188K - $221K
|
1.66K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-948- 25.03% |
$186K - $218K
|
2.84K
$672K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-931- 3.22% |
$183K - $214K
|
28K
$6.64M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-916- 10.01% |
$180K - $210K
|
8.23K
$1.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-893- 6.9% |
$175K - $205K
|
12.1K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-875- 69.12% |
$172K - $201K
|
391
$92.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-849- 13.85% |
$167K - $195K
|
5.28K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-824- 1.96% |
$162K - $189K
|
41.2K
$9.77M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-754- 10.71% |
$148K - $173K
|
6.29K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-742- 6.67% |
$146K - $170K
|
10.4K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-702- 23.1% |
$138K - $161K
|
2.34K
$553K
|
|
|
May 14, 2025
Q1 2025
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-697- 3.19% |
$137K - $160K
|
21.2K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-683- 8.76% |
$134K - $157K
|
7.11K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-663- 1.87% |
$130K - $152K
|
34.8K
$8.24M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-648- 6.44% |
$127K - $149K
|
9.42K
$2.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-591- 26.6% |
$116K - $136K
|
1.63K
$386K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-569- 6.4% |
$112K - $131K
|
8.32K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-566- 0.69% |
$111K - $130K
|
81.3K
$19.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-557- 20.12% |
$109K - $128K
|
2.21K
$524K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-550- 1.27% |
$108K - $126K
|
42.6K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-548- 2.32% |
$107K - $126K
|
23K
$5.45M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-537- 14.91% |
$105K - $123K
|
3.07K
$726K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-531- 0.8% |
$104K - $122K
|
66K
$15.6M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-513- 6.92% |
$101K - $118K
|
6.9K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-512- 53.0% |
$100K - $117K
|
454
$108K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-511- 0.67% |
$100K - $117K
|
75.5K
$17.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-505- 30.89% |
$99K - $116K
|
1.13K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-495- 5.01% |
$97.1K - $114K
|
9.39K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-491- 17.48% |
$96.3K - $113K
|
2.32K
$549K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-491- 28.71% |
$96.3K - $113K
|
1.22K
$289K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-490- 6.24% |
$96.1K - $112K
|
7.36K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-473- 2.13% |
$92.8K - $109K
|
21.7K
$5.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-463- 30.78% |
$90.8K - $106K
|
1.04K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
SELL
|
- |
-460- 15.85% |
$90.2K - $106K
|
2.44K
$579K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-436- 3.62% |
$85.5K - $100K
|
11.6K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-419- 52.9% |
$82.2K - $96.2K
|
373
$88.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-408- 6.42% |
$80K - $93.6K
|
5.95K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-397- 5.59% |
$77.9K - $91.1K
|
6.7K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-396- 0.55% |
$77.7K - $90.9K
|
71.7K
$17M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-391- 17.94% |
$76.7K - $89.7K
|
1.79K
$424K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-384- 1.11% |
$75.3K - $88.1K
|
34.2K
$8.09M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-357- 16.33% |
$70K - $81.9K
|
1.83K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-347- 8.27% |
$68.1K - $79.6K
|
3.85K
$911K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-346- 2.25% |
$67.9K - $79.4K
|
15.1K
$3.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-344- 19.24% |
$67.5K - $78.9K
|
1.44K
$342K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-336- 15.36% |
$65.9K - $77.1K
|
1.85K
$439K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-333- 15.96% |
$65.3K - $76.4K
|
1.75K
$415K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-333- 22.21% |
$65.3K - $76.4K
|
1.17K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-332- 23.27% |
$65.1K - $76.2K
|
1.1K
$259K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-329- 7.71% |
$64.5K - $75.5K
|
3.94K
$932K
|