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 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-10- 3.58% |
$1.96K - $2.29K
|
269
$63.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-10- 0.56% |
$1.96K - $2.29K
|
1.78K
$420K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-10- 0.31% |
$1.96K - $2.29K
|
3.23K
$765K
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8- 0.53% |
$1.57K - $1.84K
|
1.49K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8- 0.04% |
$1.57K - $1.84K
|
18.5K
$4.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-8- 0.27% |
$1.57K - $1.84K
|
2.98K
$705K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-6- 0.48% |
$1.18K - $1.38K
|
1.23K
$292K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-5- 0.02% |
$981 - $1.15K
|
23.9K
$5.67M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-5- 16.67% |
$981 - $1.15K
|
25
$5.92K
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-5- 0.07% |
$981 - $1.15K
|
7.53K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-4- 0.11% |
$784 - $918
|
3.71K
$879K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4- 3.85% |
$784 - $918
|
100
$23.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-4- 2.19% |
$784 - $918
|
179
$42.4K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3- 0.22% |
$588 - $688
|
1.35K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$392 - $459
|
7.03K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2- 0.02% |
$392 - $459
|
12.8K
$3.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2- 0.01% |
$392 - $459
|
13.5K
$3.2M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1- 0.08% |
$196 - $229
|
1.29K
$305K
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-72.7K- 98.58% |
$14.6M - $15.8M
|
1.05K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-57.2K- 97.9% |
$11.5M - $12.4M
|
1.23K
$291K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.6K- 14.7% |
$9.58M - $10.4M
|
276K
$65.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-11.4K- 52.4% |
$2.3M - $2.49M
|
10.4K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5.95K- 59.84% |
$1.2M - $1.29M
|
4K
$946K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.03K- 8.12% |
$1.01M - $1.09M
|
57K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.06K- 1.93% |
$615K - $664K
|
155K
$36.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.6K- 75.69% |
$322K - $348K
|
514
$122K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-286- 9.23% |
$57.6K - $62.2K
|
2.81K
$666K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-234- 27.3% |
$47.1K - $50.9K
|
623
$148K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-157- 14.78% |
$31.6K - $34.1K
|
905
$214K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-146- 9.6% |
$29.4K - $31.7K
|
1.38K
$326K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-98- 7.66% |
$19.7K - $21.3K
|
1.18K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-75- 5.68% |
$15.1K - $16.3K
|
1.25K
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-75- 3.03% |
$15.1K - $16.3K
|
2.4K
$569K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-70- 13.67% |
$14.1K - $15.2K
|
442
$105K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-60- 19.35% |
$12.1K - $13K
|
250
$59.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-54- 65.85% |
$10.9K - $11.7K
|
28
$6.63K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-44- 22.11% |
$8.86K - $9.57K
|
155
$36.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-43- 1.77% |
$8.66K - $9.35K
|
2.38K
$564K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-15- 0.79% |
$3.02K - $3.26K
|
1.88K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-13- 2.78% |
$2.62K - $2.83K
|
454
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 1.12% |
$2.01K - $2.17K
|
883
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-9- 0.86% |
$1.81K - $1.96K
|
1.03K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8- 0.21% |
$1.61K - $1.74K
|
3.85K
$912K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2- 5.0% |
$403 - $435
|
38
$9K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 0.27% |
$403 - $435
|
737
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 16.67% |
$201 - $217
|
5
$1.18K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1- 0.04% |
$201 - $217
|
2.52K
$597K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78K- 19.99% |
$13.7M - $15.9M
|
312K
$73.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.2K- 1.93% |
$8.29M - $9.6M
|
2.39M
$567M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-15.5K- 62.81% |
$2.73M - $3.16M
|
9.21K
$2.18M
|
|