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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-409- 0.92% |
$71K - $81.3K
|
44.1K
$9.18M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-402- 3.98% |
$69.8K - $79.9K
|
9.71K
$2.02M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-399- 7.63% |
$69.3K - $79.3K
|
4.83K
$1M
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-382- 3.33% |
$66.3K - $75.9K
|
11.1K
$2.31M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-374- 18.95% |
$64.9K - $74.4K
|
1.6K
$333K
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-351- 9.67% |
$60.9K - $69.8K
|
3.28K
$682K
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-323- 22.46% |
$56.1K - $64.2K
|
1.12K
$232K
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-318- 14.81% |
$55.2K - $63.2K
|
1.83K
$381K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-308- 14.32% |
$53.5K - $61.2K
|
1.84K
$383K
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-304- 2.41% |
$52.8K - $60.4K
|
12.3K
$2.56M
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-302- 9.15% |
$52.4K - $60K
|
3K
$624K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-295- 15.45% |
$51.2K - $58.6K
|
1.62K
$336K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-277- 20.43% |
$48.1K - $55.1K
|
1.08K
$224K
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-277- 10.09% |
$48.1K - $55.1K
|
2.47K
$513K
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-271- 10.73% |
$47K - $53.9K
|
2.26K
$469K
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-245- 6.17% |
$42.5K - $48.7K
|
3.73K
$776K
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-234- 6.85% |
$40.6K - $46.5K
|
3.18K
$662K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-227- 10.67% |
$39.4K - $45.1K
|
1.9K
$396K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-221- 3.03% |
$38.4K - $43.9K
|
7.07K
$1.47M
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-218- 0.25% |
$37.8K - $43.3K
|
85.4K
$17.8M
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-215- 11.62% |
$37.3K - $42.7K
|
1.64K
$340K
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-210- 2.48% |
$36.5K - $41.7K
|
8.26K
$1.72M
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-210- 3.39% |
$36.5K - $41.7K
|
5.99K
$1.25M
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-200- 1.91% |
$34.7K - $39.8K
|
10.3K
$2.13M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-198- 0.89% |
$34.4K - $39.4K
|
22.1K
$4.6M
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-192- 12.66% |
$33.3K - $38.2K
|
1.32K
$275K
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-190- 9.32% |
$33K - $37.8K
|
1.85K
$384K
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-182- 0.8% |
$31.6K - $36.2K
|
22.5K
$4.68M
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-177- 51.45% |
$30.7K - $35.2K
|
167
$34.7K
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-176- 14.41% |
$30.6K - $35K
|
1.05K
$217K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-165- 0.73% |
$28.6K - $32.8K
|
22.4K
$4.67M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-164- 1.17% |
$28.5K - $32.6K
|
13.9K
$2.88M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-160- 8.58% |
$27.8K - $31.8K
|
1.71K
$355K
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-159- 8.25% |
$27.6K - $31.6K
|
1.77K
$368K
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-153- 7.94% |
$26.6K - $30.4K
|
1.77K
$369K
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-149- 8.63% |
$25.9K - $29.6K
|
1.58K
$328K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-148- 10.5% |
$25.7K - $29.4K
|
1.26K
$263K
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-144- 11.34% |
$25K - $28.6K
|
1.13K
$234K
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-142- 2.93% |
$24.6K - $28.2K
|
4.7K
$979K
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-141- 0.92% |
$24.5K - $28K
|
15.2K
$3.17M
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-137- 8.56% |
$23.8K - $27.2K
|
1.46K
$304K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-132- 10.61% |
$22.9K - $26.2K
|
1.11K
$231K
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-115- 9.56% |
$20K - $22.9K
|
1.09K
$226K
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-115- 6.97% |
$20K - $22.9K
|
1.53K
$319K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-108- 23.38% |
$18.7K - $21.5K
|
354
$73.7K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-98- 10.79% |
$17K - $19.5K
|
810
$169K
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-94- 0.73% |
$16.3K - $18.7K
|
12.8K
$2.66M
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-93- 4.15% |
$16.1K - $18.5K
|
2.15K
$447K
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-92- 4.39% |
$16K - $18.3K
|
2.01K
$417K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-87Closed |
$15.1K - $17.3K
|
0
$0
|