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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-12.9K- 79.59% |
$2.26M - $2.62M
|
3.3K
$781K
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-3.86K- 42.15% |
$677K - $784K
|
5.3K
$1.25M
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-2.83K- 8.26% |
$497K - $576K
|
31.5K
$7.45M
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.15K- 68.52% |
$377K - $437K
|
987
$234K
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.23KClosed |
$216K - $250K
|
0
$0
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-804- 37.27% |
$141K - $163K
|
1.35K
$320K
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-358- 19.1% |
$62.8K - $72.8K
|
1.52K
$359K
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-290- 17.55% |
$50.9K - $59K
|
1.36K
$323K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-142- 11.02% |
$24.9K - $28.9K
|
1.15K
$271K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 14.68% |
$17.5K - $20.3K
|
581
$138K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-91- 4.09% |
$16K - $18.5K
|
2.14K
$506K
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-55- 4.95% |
$9.65K - $11.2K
|
1.06K
$250K
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-55- 0.69% |
$9.65K - $11.2K
|
7.96K
$1.89M
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-38- 2.41% |
$6.67K - $7.73K
|
1.54K
$365K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-32- 27.83% |
$5.61K - $6.51K
|
83
$19.7K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2- 0.94% |
$351 - $407
|
210
$49.7K
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.51% |
$175 - $203
|
197
$46.7K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-235K- 96.95% |
$40.7M - $46.6M
|
7.38K
$1.75M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-71.4K- 4.52% |
$12.4M - $14.2M
|
1.51M
$357M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-8.06K- 87.96% |
$1.4M - $1.6M
|
1.1K
$261K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.55K- 99.5% |
$1.14M - $1.3M
|
33
$7.81K
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.84K- 55.0% |
$493K - $565K
|
2.32K
$550K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.4K- 5.27% |
$416K - $477K
|
43.1K
$10.2M
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.3K- 17.96% |
$226K - $258K
|
5.94K
$1.41M
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-791- 3.87% |
$137K - $157K
|
19.7K
$4.66M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-664- 15.19% |
$115K - $132K
|
3.71K
$878K
|
|
Aug 09, 2024
Q2 2024
|
Financial Life Advisors
|
SELL
|
- |
-474- 18.58% |
$82.3K - $94.2K
|
2.08K
$492K
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-323- 22.46% |
$56.1K - $64.2K
|
1.12K
$264K
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-318- 14.81% |
$55.2K - $63.2K
|
1.83K
$433K
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-75- 5.56% |
$13K - $14.9K
|
1.27K
$301K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-69- 44.23% |
$12K - $13.7K
|
87
$20.6K
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-42- 2.97% |
$7.29K - $8.35K
|
1.37K
$325K
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-35- 2.88% |
$6.08K - $6.96K
|
1.18K
$280K
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-32- 2.4% |
$5.55K - $6.36K
|
1.3K
$308K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-31- 18.45% |
$5.38K - $6.16K
|
137
$32.4K
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-30- 50.0% |
$5.21K - $5.96K
|
30
$7.1K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-11- 1.18% |
$1.91K - $2.19K
|
921
$218K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-10- 0.05% |
$1.74K - $1.99K
|
20.5K
$4.85M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3- 0.14% |
$521 - $596
|
2.09K
$496K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.47K- 38.74% |
$681K - $846K
|
7.07K
$1.67M
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3.89KClosed |
$593K - $736K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-865- 28.89% |
$132K - $164K
|
2.13K
$504K
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-546- 11.72% |
$83.2K - $103K
|
4.11K
$974K
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-474- 27.38% |
$72.2K - $89.7K
|
1.26K
$298K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-303- 82.11% |
$46.2K - $57.3K
|
66
$15.6K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-246- 2.52% |
$37.5K - $46.5K
|
9.51K
$2.25M
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-205- 93.61% |
$31.2K - $38.8K
|
14
$3.32K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-89- 88.12% |
$13.6K - $16.8K
|
12
$2.84K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-75- 7.74% |
$11.4K - $14.2K
|
894
$212K
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-35- 24.65% |
$5.33K - $6.62K
|
107
$25.3K
|