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 17, 2025
Q3 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
SELL
|
- |
-10- 0.96% |
$2.36K - $2.58K
|
1.03K
$253K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-8- 4.91% |
$1.89K - $2.06K
|
155
$38.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.11% |
$1.65K - $1.8K
|
6.14K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-7- 29.17% |
$1.65K - $1.8K
|
17
$4.18K
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-7- 0.38% |
$1.65K - $1.8K
|
1.85K
$454K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-6- 6.82% |
$1.42K - $1.55K
|
82
$20.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-6- 0.03% |
$1.42K - $1.55K
|
18.4K
$4.54M
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.08% |
$1.42K - $1.55K
|
7.33K
$1.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6- 0.18% |
$1.42K - $1.55K
|
3.34K
$821K
|
|
|
Oct 16, 2025
Q3 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-6- 0.46% |
$1.42K - $1.55K
|
1.29K
$317K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-5- 0.57% |
$1.18K - $1.29K
|
876
$216K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5- 0.06% |
$1.18K - $1.29K
|
8.84K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
SELL
|
- |
-3- 1.68% |
$709 - $773
|
176
$43.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2- 0.19% |
$473 - $515
|
1.04K
$256K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2- 0.23% |
$473 - $515
|
878
$216K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2- 0.04% |
$473 - $515
|
5.52K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1- 0.07% |
$236 - $258
|
1.39K
$343K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1- 0.04% |
$236 - $258
|
2.5K
$615K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-33.9K- 38.56% |
$6.14M - $8.16M
|
54.1K
$13.3M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-33.5K- 92.91% |
$6.06M - $8.05M
|
2.56K
$629K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-21.3K- 20.67% |
$3.85M - $5.12M
|
81.7K
$20.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-16.3K- 40.38% |
$2.94M - $3.91M
|
24K
$5.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-16.2K- 72.68% |
$2.92M - $3.88M
|
6.07K
$1.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.9K- 81.14% |
$2.15M - $2.86M
|
2.77K
$681K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-8.56K- 22.45% |
$1.55M - $2.06M
|
29.6K
$7.27M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-1.56K- 94.14% |
$282K - $374K
|
97
$23.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.34K- 98.89% |
$241K - $321K
|
15
$3.69K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.31K- 44.96% |
$236K - $314K
|
1.6K
$394K
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
SELL
|
- |
-1.2KClosed |
$217K - $288K
|
0
$0
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1.11K- 92.88% |
$200K - $266K
|
85
$20.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-856- 1.73% |
$155K - $206K
|
48.5K
$11.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-842- 39.85% |
$152K - $202K
|
1.27K
$313K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-634- 1.16% |
$115K - $152K
|
53.9K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-611- 2.02% |
$110K - $147K
|
29.6K
$7.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-600- 1.5% |
$109K - $144K
|
39.4K
$9.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-461- 1.88% |
$83.4K - $111K
|
24K
$5.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-405- 89.21% |
$73.2K - $97.3K
|
49
$12.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
SELL
|
- |
-358- 1.86% |
$64.7K - $86K
|
18.9K
$4.64M
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
SELL
|
- |
-343- 14.93% |
$62K - $82.4K
|
1.96K
$481K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-300- 7.79% |
$54.3K - $72.1K
|
3.55K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-250- 6.9% |
$45.2K - $60.1K
|
3.37K
$830K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-216- 38.16% |
$39.1K - $51.9K
|
350
$86.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-212- 47.96% |
$38.3K - $50.9K
|
230
$56.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
SELL
|
- |
-211- 13.95% |
$38.2K - $50.7K
|
1.3K
$320K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-190- 10.53% |
$34.4K - $45.7K
|
1.61K
$397K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-174- 5.96% |
$31.5K - $41.8K
|
2.75K
$676K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-158- 9.74% |
$28.6K - $38K
|
1.46K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-143- 81.25% |
$25.9K - $34.4K
|
33
$8.12K
|
|
|
Aug 01, 2025
Q2 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-134- 8.02% |
$24.2K - $32.2K
|
1.54K
$378K
|
|
|
Aug 08, 2025
Q2 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-120- 42.11% |
$21.7K - $28.8K
|
165
$40.6K
|
|