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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
M&T Bank Corp
|
SELL
|
- |
-91.3K- 82.37% |
$22.4M - $23.5M
|
19.5K
$4.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-56.5K- 5.49% |
$13.9M - $14.6M
|
974K
$240M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.8K- 1.97% |
$4.86M - $5.1M
|
982K
$242M
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
SELL
|
- |
-19.7K- 12.88% |
$4.83M - $5.07M
|
133K
$32.7M
|
|
|
Jan 27, 2026
Q4 2025
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-11.2K- 40.42% |
$2.76M - $2.9M
|
16.6K
$4.07M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
SELL
|
- |
-10.8K- 70.44% |
$2.66M - $2.8M
|
4.55K
$1.12M
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-10.5K- 86.74% |
$2.58M - $2.7M
|
1.6K
$394K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.63K- 56.93% |
$1.14M - $1.2M
|
3.5K
$862K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.76K- 46.66% |
$923K - $969K
|
4.29K
$1.06M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.21K- 43.87% |
$789K - $829K
|
4.11K
$1.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.09K- 31.5% |
$760K - $798K
|
6.72K
$1.65M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.81K- 24.7% |
$692K - $726K
|
8.58K
$2.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-2.46K- 3.46% |
$606K - $636K
|
68.8K
$16.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-2.46K- 29.26% |
$604K - $634K
|
5.95K
$1.46M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.46K- 5.64% |
$604K - $634K
|
41.1K
$10.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.16K- 35.62% |
$532K - $558K
|
3.91K
$962K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.08K- 17.9% |
$510K - $536K
|
9.52K
$2.34M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.76K- 5.63% |
$433K - $454K
|
29.5K
$7.26M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-1.71K- 20.0% |
$421K - $442K
|
6.85K
$1.69M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.27K- 43.51% |
$313K - $328K
|
1.65K
$407K
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.17K- 30.32% |
$287K - $301K
|
2.68K
$660K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.01K- 6.24% |
$247K - $260K
|
15.1K
$3.72M
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-960- 23.6% |
$236K - $248K
|
3.11K
$765K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-959- 51.56% |
$236K - $247K
|
901
$222K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-927- 12.73% |
$228K - $239K
|
6.35K
$1.56M
|
|
|
Jan 27, 2026
Q4 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-912- 1.4% |
$224K - $235K
|
64.2K
$15.8M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-842- 15.07% |
$207K - $217K
|
4.74K
$1.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-740- 6.06% |
$182K - $191K
|
11.5K
$2.83M
|
|
|
Jan 23, 2026
Q4 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-687- 5.5% |
$169K - $177K
|
11.8K
$2.91M
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-651- 0.48% |
$160K - $168K
|
134K
$32.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-608- 19.57% |
$149K - $157K
|
2.5K
$615K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-579- 3.5% |
$142K - $149K
|
16K
$3.93M
|
|
|
Jan 15, 2026
Q4 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-568- 72.26% |
$140K - $147K
|
218
$53.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-564- 90.68% |
$139K - $146K
|
58
$14.3K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-555- 31.52% |
$136K - $143K
|
1.21K
$297K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-543- 1.02% |
$133K - $140K
|
52.8K
$13M
|
|
|
Jan 22, 2026
Q4 2025
|
Capital Planning LLC
|
SELL
|
- |
-538- 1.6% |
$132K - $139K
|
33.1K
$8.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-467- 6.3% |
$115K - $120K
|
6.95K
$1.71M
|
|
|
Jan 22, 2026
Q4 2025
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-466- 6.35% |
$115K - $120K
|
6.87K
$1.69M
|
|
|
Jan 27, 2026
Q4 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-390- 2.93% |
$95.9K - $101K
|
12.9K
$3.18M
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-386- 0.45% |
$94.9K - $99.6K
|
85K
$20.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-374- 3.59% |
$91.9K - $96.5K
|
10K
$2.47M
|
|
|
Jan 21, 2026
Q4 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-352- 24.28% |
$86.5K - $90.8K
|
1.1K
$270K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-332- 17.82% |
$81.6K - $85.7K
|
1.53K
$377K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-293- 14.83% |
$72K - $75.6K
|
1.68K
$414K
|
|
|
Jan 28, 2026
Q4 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-291- 3.91% |
$71.5K - $75.1K
|
7.15K
$1.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-285- 3.11% |
$70.1K - $73.5K
|
8.87K
$2.18M
|
|
|
Jan 21, 2026
Q4 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-284- 7.37% |
$69.8K - $73.3K
|
3.57K
$878K
|
|
|
Jan 28, 2026
Q4 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-278- 14.48% |
$68.3K - $71.7K
|
1.64K
$404K
|
|
|
Jan 21, 2026
Q4 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-250- 9.06% |
$61.4K - $64.5K
|
2.51K
$617K
|
|