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 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.59K- 16.13% |
$1.08M - $1.18M
|
23.9K
$5.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.28K- 4.47% |
$1.01M - $1.1M
|
91.6K
$22.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-4.21KClosed |
$995K - $1.08M
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-4.13K- 2.05% |
$975K - $1.06M
|
197K
$48.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-3.69K- 4.02% |
$872K - $951K
|
88.1K
$21.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.66K- 37.41% |
$864K - $942K
|
6.12K
$1.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-3.37K- 5.95% |
$796K - $868K
|
53.2K
$13.1M
|
|
|
Nov 21, 2025
Q3 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-3.35K- 8.2% |
$791K - $863K
|
37.5K
$9.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.29K- 6.53% |
$776K - $847K
|
47K
$11.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-3.28K- 18.28% |
$775K - $845K
|
14.7K
$3.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-3.2K- 30.77% |
$755K - $823K
|
7.19K
$1.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.19K- 17.43% |
$754K - $823K
|
15.1K
$3.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.04K- 0.35% |
$718K - $783K
|
866K
$213M
|
|
|
Oct 24, 2025
Q3 2025
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-3K- 2.32% |
$710K - $774K
|
127K
$31.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-3K- 79.03% |
$708K - $772K
|
795
$196K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2.91K- 66.75% |
$688K - $750K
|
1.45K
$357K
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.82K- 2.9% |
$667K - $727K
|
94.4K
$23.2M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-2.77K- 41.82% |
$654K - $713K
|
3.85K
$948K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.51K- 51.16% |
$592K - $646K
|
2.39K
$589K
|
|
|
Nov 12, 2025
Q3 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.4K- 51.06% |
$567K - $618K
|
2.3K
$566K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-2.3K- 14.38% |
$543K - $593K
|
13.7K
$3.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.26K- 2.75% |
$534K - $582K
|
79.8K
$19.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Parker Investment Management, LLC
|
SELL
|
- |
-2.04K- 27.81% |
$481K - $525K
|
5.29K
$1.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.92K- 5.79% |
$453K - $495K
|
31.3K
$7.69M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.79K- 94.3% |
$422K - $460K
|
108
$26.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.76K- 6.51% |
$416K - $454K
|
25.3K
$6.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.73K- 14.77% |
$408K - $445K
|
9.95K
$2.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.72K- 4.97% |
$407K - $444K
|
33K
$8.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-1.72K- 1.97% |
$406K - $442K
|
85.4K
$21M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.67K- 4.96% |
$395K - $430K
|
32K
$7.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.57K- 8.9% |
$372K - $406K
|
16.1K
$3.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.45K- 50.1% |
$343K - $374K
|
1.44K
$355K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-1.44K- 16.85% |
$339K - $370K
|
7.09K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.38K- 1.82% |
$327K - $356K
|
74.6K
$18.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.37K- 18.72% |
$323K - $353K
|
5.94K
$1.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.36K- 1.33% |
$320K - $349K
|
100K
$24.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Unison Advisors LLC
|
SELL
|
- |
-1.35K- 5.37% |
$318K - $347K
|
23.7K
$5.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.34K- 4.86% |
$316K - $345K
|
26.1K
$6.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.32K- 6.0% |
$312K - $340K
|
20.7K
$5.09M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.29K- 6.22% |
$305K - $333K
|
19.5K
$4.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-1.23K- 13.29% |
$291K - $317K
|
8.03K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-1.2K- 11.21% |
$284K - $309K
|
9.5K
$2.34M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.18K- 28.67% |
$279K - $304K
|
2.93K
$722K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.16K- 1.81% |
$275K - $299K
|
62.9K
$15.5M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.11K- 98.41% |
$263K - $287K
|
18
$4.43K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.09K- 19.63% |
$257K - $280K
|
4.45K
$1.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.05K- 4.72% |
$248K - $271K
|
21.2K
$5.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.05K- 1.59% |
$248K - $270K
|
65.1K
$16M
|
|
|
Nov 12, 2025
Q3 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-1K- 13.14% |
$236K - $258K
|
6.61K
$1.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-969- 5.73% |
$229K - $250K
|
15.9K
$3.92M
|
|