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 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-323- 2.89% |
$63.3K - $74.1K
|
10.9K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-313- 2.62% |
$61.4K - $71.8K
|
11.6K
$2.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-312- 2.92% |
$61.2K - $71.6K
|
10.4K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-308- 5.71% |
$60.4K - $70.7K
|
5.09K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-298- 41.16% |
$58.4K - $68.4K
|
426
$101K
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-294- 6.11% |
$57.7K - $67.5K
|
4.52K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-293- 0.39% |
$57.5K - $67.2K
|
75.3K
$17.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-285- 3.91% |
$55.9K - $65.4K
|
7K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-284- 9.5% |
$55.7K - $65.2K
|
2.71K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-280- 24.89% |
$54.9K - $64.3K
|
845
$200K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-280- 1.72% |
$54.9K - $64.3K
|
16K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-271- 5.17% |
$53.1K - $62.2K
|
4.97K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-267- 8.4% |
$52.4K - $61.3K
|
2.91K
$690K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-242- 2.87% |
$47.5K - $55.5K
|
8.19K
$1.94M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-236- 3.21% |
$46.3K - $54.2K
|
7.13K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-232- 6.49% |
$45.5K - $53.2K
|
3.34K
$792K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-228- 3.53% |
$44.7K - $52.3K
|
6.22K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-227- 12.65% |
$44.5K - $52.1K
|
1.57K
$371K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-224- 7.94% |
$43.9K - $51.4K
|
2.6K
$615K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-223- 1.57% |
$43.7K - $51.2K
|
13.9K
$3.3M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-222- 68.94% |
$43.5K - $50.9K
|
100
$23.7K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-221- 16.44% |
$43.3K - $50.7K
|
1.12K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-216- 12.53% |
$42.4K - $49.6K
|
1.51K
$357K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-216- 1.13% |
$42.4K - $49.6K
|
18.9K
$4.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-215- 15.69% |
$42.2K - $49.3K
|
1.16K
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-209- 2.52% |
$41K - $48K
|
8.09K
$1.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-206- 19.11% |
$40.4K - $47.3K
|
872
$206K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-205- 4.07% |
$40.2K - $47K
|
4.84K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-200- 7.93% |
$39.2K - $45.9K
|
2.32K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-190- 4.7% |
$37.3K - $43.6K
|
3.85K
$912K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-185- 9.21% |
$36.3K - $42.5K
|
1.82K
$432K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-183- 2.66% |
$35.9K - $42K
|
6.69K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-178- 4.74% |
$34.9K - $40.8K
|
3.58K
$847K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-178- 12.31% |
$34.9K - $40.8K
|
1.27K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-172- 2.88% |
$33.7K - $39.5K
|
5.81K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-172- 56.95% |
$33.7K - $39.5K
|
130
$30.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-166- 8.13% |
$32.6K - $38.1K
|
1.88K
$444K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-164- 2.81% |
$32.2K - $37.6K
|
5.67K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-160- 97.56% |
$31.4K - $36.7K
|
4
$947
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-158- 2.73% |
$31K - $36.3K
|
5.63K
$1.33M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-156- 27.96% |
$30.6K - $35.8K
|
402
$95.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-155- 3.71% |
$30.4K - $35.6K
|
4.02K
$952K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-149- 0.75% |
$29.2K - $34.2K
|
19.6K
$4.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-149- 9.93% |
$29.2K - $34.2K
|
1.35K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-143- 8.49% |
$28K - $32.8K
|
1.54K
$365K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-136- 11.88% |
$26.7K - $31.2K
|
1.01K
$239K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-128- 5.95% |
$25.1K - $29.4K
|
2.02K
$479K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-120- 3.06% |
$23.5K - $27.5K
|
3.8K
$899K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-113- 0.37% |
$22.2K - $25.9K
|
30.3K
$7.16M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-112- 2.65% |
$22K - $25.7K
|
4.12K
$975K
|