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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.12K- 45.13% |
$368K - $421K
|
2.58K
$536K
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.11K- 32.14% |
$367K - $420K
|
4.46K
$929K
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-2.06K- 4.75% |
$358K - $410K
|
41.3K
$8.6M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.04K- 42.06% |
$354K - $406K
|
2.81K
$585K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.94K- 4.58% |
$336K - $385K
|
40.3K
$8.39M
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.85K- 4.49% |
$320K - $367K
|
39.3K
$8.17M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.84K- 64.13% |
$320K - $366K
|
1.03K
$215K
|
|
Jul 18, 2024
Q2 2024
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.73K- 1.65% |
$300K - $343K
|
103K
$21.5M
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.68K- 4.64% |
$291K - $333K
|
34.4K
$7.16M
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.55K- 2.23% |
$269K - $308K
|
68K
$14.2M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 40.17% |
$260K - $298K
|
2.23K
$465K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.49K- 23.65% |
$259K - $297K
|
4.82K
$1M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.46K- 0.83% |
$254K - $291K
|
174K
$36.3M
|
|
Aug 14, 2024
Q2 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.44K- 6.55% |
$250K - $286K
|
20.5K
$4.27M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 8.78% |
$245K - $281K
|
14.7K
$3.06M
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.37K- 11.35% |
$237K - $272K
|
10.7K
$2.22M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.33K- 18.2% |
$231K - $265K
|
5.98K
$1.24M
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.32K- 78.7% |
$230K - $263K
|
358
$74.5K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 12.31% |
$229K - $262K
|
9.4K
$1.96M
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.3K- 17.96% |
$226K - $258K
|
5.94K
$1.24M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.29K- 49.73% |
$225K - $257K
|
1.31K
$272K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.22K- 9.38% |
$212K - $243K
|
11.8K
$2.46M
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.19K- 1.9% |
$207K - $237K
|
61.7K
$12.8M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.16K- 9.76% |
$201K - $230K
|
10.7K
$2.23M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.07K- 2.01% |
$186K - $213K
|
52.1K
$10.8M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 3.4% |
$186K - $213K
|
30.4K
$6.32M
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.03K- 85.51% |
$179K - $205K
|
175
$36.4K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-970- 36.26% |
$168K - $193K
|
1.71K
$355K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-895- 1.98% |
$155K - $178K
|
44.2K
$9.2M
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-893- 1.36% |
$155K - $178K
|
64.7K
$13.5M
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-824- 0.66% |
$143K - $164K
|
123K
$25.7M
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-822- 0.2% |
$143K - $163K
|
412K
$85.8M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-804- 7.93% |
$140K - $160K
|
9.34K
$1.94M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-794- 12.74% |
$138K - $158K
|
5.44K
$1.13M
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-791- 3.87% |
$137K - $157K
|
19.7K
$4.09M
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-777- 21.29% |
$135K - $154K
|
2.87K
$598K
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-697- 2.24% |
$121K - $139K
|
30.4K
$6.33M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-695- 41.84% |
$121K - $138K
|
966
$201K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-664- 15.19% |
$115K - $132K
|
3.71K
$771K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-662- 6.25% |
$115K - $132K
|
9.93K
$2.06M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-653- 32.06% |
$113K - $130K
|
1.38K
$288K
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-651- 27.66% |
$113K - $129K
|
1.7K
$354K
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-540- 13.13% |
$93.7K - $107K
|
3.57K
$743K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-534- 0.98% |
$92.7K - $106K
|
53.9K
$11.2M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-489- 5.85% |
$84.9K - $97.2K
|
7.87K
$1.64M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-482- 4.42% |
$83.7K - $95.8K
|
10.4K
$2.17M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-476- 12.55% |
$82.6K - $94.6K
|
3.32K
$690K
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-474- 18.58% |
$82.3K - $94.2K
|
2.08K
$432K
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-431- 0.49% |
$74.8K - $85.7K
|
87.7K
$18.3M
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-417- 5.78% |
$72.4K - $82.9K
|
6.8K
$1.41M
|