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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-490- 20.99% |
$68.1K - $72.2K
|
1.85K
$399K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-419- 16.58% |
$58.2K - $61.8K
|
2.11K
$456K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-387- 17.55% |
$53.8K - $57K
|
1.82K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-232- 8.2% |
$32.2K - $34.2K
|
2.6K
$563K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-171Closed |
$23.8K - $25.2K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-105- 23.7% |
$14.6K - $15.5K
|
338
$73.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-73- 47.1% |
$10.1K - $10.8K
|
82
$17.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-67- 1.94% |
$9.31K - $9.88K
|
3.39K
$734K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-59- 4.2% |
$8.2K - $8.7K
|
1.35K
$291K
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-54- 0.26% |
$7.5K - $7.96K
|
20.3K
$4.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-45- 14.15% |
$6.25K - $6.63K
|
273
$59.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-31- 88.57% |
$4.31K - $4.57K
|
4
$866
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-29- 39.19% |
$4.03K - $4.27K
|
45
$9.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-17- 85.0% |
$2.36K - $2.51K
|
3
$650
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-11- 17.19% |
$1.53K - $1.62K
|
53
$11.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10- 0.21% |
$1.39K - $1.47K
|
4.73K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5Closed |
$695 - $737
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4- 57.14% |
$556 - $590
|
3
$650
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Daido Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-65K- 26.88% |
$8.81M - $9.39M
|
177K
$38.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-18.5K- 78.62% |
$2.51M - $2.67M
|
5.03K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12K- 88.89% |
$1.62M - $1.73M
|
1.5K
$324K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.6K- 32.84% |
$894K - $954K
|
13.5K
$2.92M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-4.51K- 64.67% |
$611K - $651K
|
2.46K
$533K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.14K- 58.85% |
$425K - $454K
|
2.2K
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.54K- 18.93% |
$209K - $223K
|
6.6K
$1.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.16K- 84.25% |
$157K - $167K
|
216
$46.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.06K- 83.05% |
$143K - $153K
|
216
$46.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-921- 30.35% |
$125K - $133K
|
2.11K
$458K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-580- 22.85% |
$78.6K - $83.8K
|
1.96K
$424K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-530- 53.11% |
$71.8K - $76.6K
|
468
$101K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-500- 11.39% |
$67.8K - $72.2K
|
3.89K
$842K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-310- 17.73% |
$42K - $44.8K
|
1.44K
$311K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-273Closed |
$37K - $39.4K
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-237- 10.05% |
$32.1K - $34.2K
|
2.12K
$459K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-206- 0.13% |
$27.9K - $29.8K
|
161K
$34.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-200- 8.12% |
$27.1K - $28.9K
|
2.26K
$490K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 11.11% |
$27.1K - $28.9K
|
1.6K
$346K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-150- 40.32% |
$20.3K - $21.7K
|
222
$48.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-100- 6.17% |
$13.6K - $14.4K
|
1.52K
$329K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-90- 22.96% |
$12.2K - $13K
|
302
$65.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-62- 3.01% |
$8.4K - $8.96K
|
2K
$433K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-53- 28.8% |
$7.18K - $7.66K
|
131
$28.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-35- 1.61% |
$4.74K - $5.06K
|
2.13K
$462K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-19- 10.0% |
$2.57K - $2.74K
|
171
$37K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-14- 25.0% |
$1.9K - $2.02K
|
42
$9.09K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-11- 0.61% |
$1.49K - $1.59K
|
1.79K
$387K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-7- 0.98% |
$949 - $1.01K
|
706
$153K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-53K- 94.74% |
$7.06M - $7.76M
|
2.95K
$638K
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-46.8K- 92.59% |
$6.24M - $6.85M
|
3.75K
$811K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-39.4K- 82.07% |
$5.24M - $5.76M
|
8.6K
$1.86M
|
|