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 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-8- 0.22% |
$1.39K - $1.59K
|
3.59K
$746K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-7- 46.67% |
$1.22K - $1.39K
|
8
$1.66K
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-7- 0.3% |
$1.22K - $1.39K
|
2.34K
$487K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4- 0.5% |
$694 - $795
|
799
$166K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3- 0.14% |
$521 - $596
|
2.09K
$436K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2- 0.06% |
$347 - $398
|
3.63K
$755K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1Closed |
$174 - $199
|
0
$0
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-1- 0.03% |
$174 - $199
|
2.94K
$612K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.47K- 38.74% |
$681K - $846K
|
7.07K
$1.47M
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.68K- 56.79% |
$255K - $317K
|
1.28K
$265K
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.14K- 28.78% |
$174K - $216K
|
2.83K
$589K
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-865- 28.89% |
$132K - $164K
|
2.13K
$443K
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-546- 11.72% |
$83.2K - $103K
|
4.11K
$856K
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-474- 27.38% |
$72.2K - $89.7K
|
1.26K
$262K
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-335- 5.28% |
$51K - $63.4K
|
6.02K
$1.25M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-303- 82.11% |
$46.2K - $57.3K
|
66
$13.7K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-294- 17.92% |
$44.8K - $55.6K
|
1.35K
$280K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-246- 2.52% |
$37.5K - $46.5K
|
9.51K
$1.98M
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-216- 10.85% |
$32.9K - $40.9K
|
1.78K
$369K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-168- 7.37% |
$25.6K - $31.8K
|
2.11K
$440K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-160- 1.88% |
$24.4K - $30.3K
|
8.33K
$1.73M
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-140- 5.54% |
$21.3K - $26.5K
|
2.39K
$497K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-130- 2.39% |
$19.8K - $24.6K
|
5.31K
$1.1M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-123- 2.23% |
$18.7K - $23.3K
|
5.4K
$1.12M
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-107- 7.26% |
$16.3K - $20.2K
|
1.37K
$284K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-89- 88.12% |
$13.6K - $16.8K
|
12
$2.5K
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-85- 2.91% |
$12.9K - $16.1K
|
2.83K
$589K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-84- 59.57% |
$12.8K - $15.9K
|
57
$11.9K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-75- 7.74% |
$11.4K - $14.2K
|
894
$186K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 25.77% |
$7.62K - $9.46K
|
144
$30K
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 80.0% |
$5.48K - $6.81K
|
9
$1.87K
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-35- 24.65% |
$5.33K - $6.62K
|
107
$22.3K
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-32- 2.15% |
$4.87K - $6.05K
|
1.46K
$303K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 5.25% |
$3.5K - $4.35K
|
415
$86.3K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-20- 1.51% |
$3.05K - $3.78K
|
1.3K
$271K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 73.33% |
$1.68K - $2.08K
|
4
$832
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 5.88% |
$1.07K - $1.32K
|
112
$23.3K
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6- 0.41% |
$914 - $1.14K
|
1.44K
$300K
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-5- 0.31% |
$762 - $946
|
1.6K
$334K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1- 0.68% |
$152 - $189
|
146
$30.4K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-9.78K- 77.32% |
$1.32M - $1.54M
|
2.87K
$597K
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-4.74K- 77.76% |
$642K - $747K
|
1.36K
$282K
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.5K- 77.48% |
$609K - $709K
|
1.31K
$272K
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.82K- 3.39% |
$246K - $287K
|
51.9K
$10.8M
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.49K- 2.83% |
$202K - $235K
|
51.2K
$10.6M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-872- 2.65% |
$118K - $137K
|
32K
$6.66M
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-656- 82.62% |
$88.8K - $103K
|
138
$28.7K
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-522- 34.25% |
$70.7K - $82.3K
|
1K
$208K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-513- 75.66% |
$69.4K - $80.9K
|
165
$34.3K
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-418- 6.23% |
$56.6K - $65.9K
|
6.29K
$1.31M
|