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 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-111- 7.62% |
$26.2K - $28.6K
|
1.35K
$331K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-110- 39.86% |
$26K - $28.3K
|
166
$40.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-110- 5.37% |
$26K - $28.3K
|
1.94K
$477K
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-104- 0.54% |
$24.6K - $26.8K
|
19.3K
$4.74M
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-103- 2.67% |
$24.3K - $26.5K
|
3.76K
$925K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-100- 7.76% |
$23.6K - $25.8K
|
1.19K
$293K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-100- 8.94% |
$23.6K - $25.8K
|
1.02K
$250K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-98- 3.57% |
$23.2K - $25.3K
|
2.65K
$651K
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-93- 4.62% |
$22K - $24K
|
1.92K
$473K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-90- 27.03% |
$21.3K - $23.2K
|
243
$59.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-82- 1.12% |
$19.4K - $21.1K
|
7.23K
$1.78M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-80- 20.05% |
$18.9K - $20.6K
|
319
$78.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-77- 1.62% |
$18.2K - $19.8K
|
4.69K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-75- 4.08% |
$17.7K - $19.3K
|
1.76K
$434K
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-71- 1.15% |
$16.8K - $18.3K
|
6.1K
$1.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-70- 2.61% |
$16.5K - $18K
|
2.61K
$642K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-65- 7.32% |
$15.4K - $16.7K
|
823
$203K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-60- 4.71% |
$14.2K - $15.5K
|
1.21K
$298K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-58- 3.75% |
$13.7K - $14.9K
|
1.49K
$366K
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-54- 0.28% |
$12.8K - $13.9K
|
19.2K
$4.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-53- 0.85% |
$12.5K - $13.7K
|
6.19K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-52- 3.79% |
$12.3K - $13.4K
|
1.32K
$325K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-50- 1.48% |
$11.8K - $12.9K
|
3.33K
$819K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-48- 5.05% |
$11.3K - $12.4K
|
902
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-47- 0.95% |
$11.1K - $12.1K
|
4.9K
$1.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-47- 4.76% |
$11.1K - $12.1K
|
940
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-45- 0.45% |
$10.6K - $11.6K
|
10.1K
$2.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
SELL
|
- |
-41- 0.89% |
$9.69K - $10.6K
|
4.57K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-38- 2.23% |
$8.98K - $9.79K
|
1.67K
$410K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-38- 3.68% |
$8.98K - $9.79K
|
995
$245K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-35- 0.55% |
$8.27K - $9.02K
|
6.35K
$1.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-35- 1.11% |
$8.27K - $9.02K
|
3.11K
$766K
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-35- 3.0% |
$8.27K - $9.02K
|
1.13K
$279K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-33- 1.07% |
$7.8K - $8.5K
|
3.05K
$751K
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-29- 0.88% |
$6.85K - $7.47K
|
3.28K
$806K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-29- 2.44% |
$6.85K - $7.47K
|
1.16K
$285K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-27- 0.23% |
$6.38K - $6.96K
|
11.7K
$2.88M
|
|
|
Nov 12, 2025
Q3 2025
|
1 St Source Bank
|
SELL
|
- |
-26- 2.78% |
$6.14K - $6.7K
|
909
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-24- 0.88% |
$5.67K - $6.18K
|
2.7K
$665K
|
|
|
Nov 13, 2025
Q3 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-24- 2.22% |
$5.67K - $6.18K
|
1.06K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-24- 0.23% |
$5.67K - $6.18K
|
10.5K
$2.59M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-23- 0.44% |
$5.43K - $5.93K
|
5.24K
$1.29M
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-20- 0.21% |
$4.73K - $5.15K
|
9.58K
$2.36M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-19- 0.71% |
$4.49K - $4.9K
|
2.64K
$651K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-19- 1.3% |
$4.49K - $4.9K
|
1.44K
$354K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-18- 0.33% |
$4.25K - $4.64K
|
5.37K
$1.32M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-15- 1.29% |
$3.54K - $3.87K
|
1.15K
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-13- 0.94% |
$3.07K - $3.35K
|
1.38K
$338K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-13- 1.01% |
$3.07K - $3.35K
|
1.27K
$313K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-12- 0.58% |
$2.84K - $3.09K
|
2.06K
$506K
|
|