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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-3.97KClosed |
$517K - $676K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.97KClosed |
$386K - $506K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.4KClosed |
$312K - $409K
|
0
$0
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.1KClosed |
$274K - $358K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-2.07KClosed |
$270K - $353K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.04KClosed |
$266K - $348K
|
0
$0
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1.97KClosed |
$257K - $336K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-1.71KClosed |
$223K - $292K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.67KClosed |
$218K - $285K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.43K- 25.06% |
$186K - $244K
|
4.28K
$1.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
SELL
|
- |
-1.39KClosed |
$180K - $236K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.38KClosed |
$180K - $235K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.36KClosed |
$177K - $231K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-1.33KClosed |
$173K - $226K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.26KClosed |
$163K - $214K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.23KClosed |
$161K - $210K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1.2KClosed |
$156K - $204K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-425- 40.87% |
$55.4K - $72.4K
|
615
$151K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-275Closed |
$35.8K - $46.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-203Closed |
$26.4K - $34.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-199- 69.1% |
$25.9K - $33.9K
|
89
$21.9K
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-177Closed |
$23.1K - $30.2K
|
0
$0
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-167- 52.68% |
$21.8K - $28.5K
|
150
$36.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-150Closed |
$19.5K - $25.6K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-130Closed |
$16.9K - $22.2K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-128- 96.24% |
$16.7K - $21.8K
|
5
$1.23K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-128Closed |
$16.7K - $21.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-115Closed |
$15K - $19.6K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-110Closed |
$14.3K - $18.7K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-82- 3.97% |
$10.7K - $14K
|
1.99K
$489K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-59Closed |
$7.68K - $10.1K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-15- 0.87% |
$1.95K - $2.56K
|
1.71K
$420K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13Closed |
$1.69K - $2.22K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5Closed |
$651 - $852
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-33.2KClosed |
$4.99M - $6.06M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
SELL
|
- |
-29.1KClosed |
$4.36M - $5.29M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-19.7KClosed |
$2.96M - $3.59M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-15.9KClosed |
$2.38M - $2.89M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-14.9KClosed |
$2.24M - $2.71M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-14.5KClosed |
$2.17M - $2.63M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-13.8KClosed |
$2.07M - $2.51M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-8.46KClosed |
$1.27M - $1.54M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-5.16K- 75.24% |
$774K - $940K
|
1.7K
$418K
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Capital Management, LLC
|
SELL
|
- |
-4.55KClosed |
$683K - $829K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-3.68KClosed |
$552K - $671K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-3.26KClosed |
$489K - $594K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.11KClosed |
$466K - $566K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.93KClosed |
$439K - $533K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.2KClosed |
$331K - $402K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.17KClosed |
$325K - $395K
|
0
$0
|
|