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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-303- 82.11% |
$46.2K - $57.3K
|
66
$14.3K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-294- 17.92% |
$44.8K - $55.6K
|
1.35K
$292K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-246- 2.52% |
$37.5K - $46.5K
|
9.51K
$2.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-216- 10.85% |
$32.9K - $40.9K
|
1.78K
$384K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-168- 7.37% |
$25.6K - $31.8K
|
2.11K
$458K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-123- 2.23% |
$18.7K - $23.3K
|
5.4K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-89- 88.12% |
$13.6K - $16.8K
|
12
$2.6K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-84- 59.57% |
$12.8K - $15.9K
|
57
$12.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-75- 7.74% |
$11.4K - $14.2K
|
894
$194K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 25.77% |
$7.62K - $9.46K
|
144
$31.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-35- 24.65% |
$5.33K - $6.62K
|
107
$23.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-32- 2.15% |
$4.87K - $6.05K
|
1.46K
$315K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-23- 5.25% |
$3.5K - $4.35K
|
415
$89.9K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-20- 1.51% |
$3.05K - $3.78K
|
1.3K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11- 73.33% |
$1.68K - $2.08K
|
4
$866
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-6- 0.41% |
$914 - $1.14K
|
1.44K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1- 0.68% |
$152 - $189
|
146
$31.6K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-9.78K- 77.32% |
$1.32M - $1.54M
|
2.87K
$621K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-4.74K- 77.76% |
$642K - $747K
|
1.36K
$294K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.5K- 77.48% |
$609K - $709K
|
1.31K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.82K- 3.39% |
$246K - $287K
|
51.9K
$11.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.49K- 2.83% |
$202K - $235K
|
51.2K
$11.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-872- 2.65% |
$118K - $137K
|
32K
$6.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-656- 82.62% |
$88.8K - $103K
|
138
$29.9K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-522- 34.25% |
$70.7K - $82.3K
|
1K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-513- 75.66% |
$69.4K - $80.9K
|
165
$35.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-418- 6.23% |
$56.6K - $65.9K
|
6.29K
$1.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-330- 25.78% |
$44.7K - $52K
|
950
$206K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-270- 13.01% |
$36.6K - $42.6K
|
1.81K
$391K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-255- 71.63% |
$34.5K - $40.2K
|
101
$21.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-249- 13.95% |
$33.7K - $39.2K
|
1.54K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-101- 12.87% |
$13.7K - $15.9K
|
684
$148K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-32- 8.27% |
$4.33K - $5.04K
|
355
$76.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-27- 2.89% |
$3.66K - $4.26K
|
908
$197K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-13- 1.43% |
$1.76K - $2.05K
|
897
$194K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-11- 78.57% |
$1.49K - $1.73K
|
3
$650
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-10- 50.0% |
$1.35K - $1.58K
|
10
$2.17K
|
|
| Q3 2023 | |||||||
|
Oct 13, 2023
Q3 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-28.6K- 94.91% |
$3.97M - $4.21M
|
1.53K
$331K
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-12.6K- 78.68% |
$1.75M - $1.85M
|
3.41K
$738K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.11K- 31.51% |
$849K - $900K
|
13.3K
$2.88M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-6.06K- 96.81% |
$842K - $893K
|
200
$43.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.85K- 2.16% |
$395K - $420K
|
129K
$27.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-2.27K- 8.62% |
$315K - $334K
|
24K
$5.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.09K- 39.45% |
$151K - $160K
|
1.67K
$362K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.03K- 15.96% |
$143K - $152K
|
5.43K
$1.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1K- 15.76% |
$139K - $147K
|
5.35K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-847- 10.25% |
$118K - $125K
|
7.41K
$1.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-800- 2.87% |
$111K - $118K
|
27K
$5.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-632- 23.58% |
$87.8K - $93.2K
|
2.05K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-616- 17.17% |
$85.6K - $90.8K
|
2.97K
$643K
|
|