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 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-530- 53.11% |
$71.8K - $76.6K
|
468
$93.1K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-500- 11.39% |
$67.8K - $72.2K
|
3.89K
$774K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-310- 17.73% |
$42K - $44.8K
|
1.44K
$286K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-237- 10.05% |
$32.1K - $34.2K
|
2.12K
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-206- 0.13% |
$27.9K - $29.8K
|
161K
$32.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-200- 8.12% |
$27.1K - $28.9K
|
2.26K
$450K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 11.11% |
$27.1K - $28.9K
|
1.6K
$318K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-150- 40.32% |
$20.3K - $21.7K
|
222
$44.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-100- 6.17% |
$13.6K - $14.4K
|
1.52K
$302K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-90- 22.96% |
$12.2K - $13K
|
302
$60.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-62- 3.01% |
$8.4K - $8.96K
|
2K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-53- 28.8% |
$7.18K - $7.66K
|
131
$26.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-35- 1.61% |
$4.74K - $5.06K
|
2.13K
$424K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-19- 10.0% |
$2.57K - $2.74K
|
171
$34K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-14- 25.0% |
$1.9K - $2.02K
|
42
$8.35K
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-11- 0.61% |
$1.49K - $1.59K
|
1.79K
$356K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-7- 0.98% |
$949 - $1.01K
|
706
$140K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-53K- 94.74% |
$7.06M - $7.76M
|
2.95K
$586K
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-46.8K- 92.59% |
$6.24M - $6.85M
|
3.75K
$745K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-39.4K- 82.07% |
$5.24M - $5.76M
|
8.6K
$1.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-22.5K- 88.35% |
$2.99M - $3.29M
|
2.96K
$590K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.8K- 84.66% |
$2.77M - $3.04M
|
3.77K
$749K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9.61K- 86.73% |
$1.28M - $1.41M
|
1.47K
$292K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-8.11K- 67.93% |
$1.08M - $1.19M
|
3.83K
$761K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-5.55K- 76.02% |
$739K - $812K
|
1.75K
$348K
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.64K- 56.27% |
$351K - $385K
|
2.05K
$407K
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.47KClosed |
$195K - $214K
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.29K- 39.9% |
$172K - $189K
|
1.95K
$387K
|
|
|
Apr 14, 2023
Q1 2023
|
White Pine Investment CO
|
SELL
|
- |
-920- 9.33% |
$123K - $135K
|
8.94K
$1.78M
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-890- 35.97% |
$119K - $130K
|
1.58K
$315K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-735- 32.84% |
$97.9K - $108K
|
1.5K
$299K
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-656- 4.6% |
$87.4K - $96K
|
13.6K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-437- 21.61% |
$58.2K - $63.9K
|
1.59K
$315K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-298- 14.31% |
$39.7K - $43.6K
|
1.79K
$355K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-252- 57.53% |
$33.6K - $36.9K
|
186
$37K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-216- 15.21% |
$28.8K - $31.6K
|
1.2K
$239K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-180- 10.41% |
$24K - $26.3K
|
1.55K
$308K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-132- 1.75% |
$17.6K - $19.3K
|
7.42K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-100- 3.62% |
$13.3K - $14.6K
|
2.66K
$530K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-55- 13.22% |
$7.32K - $8.04K
|
361
$71.8K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-40- 30.53% |
$5.33K - $5.85K
|
91
$18.1K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-39- 78.0% |
$5.19K - $5.7K
|
11
$2.19K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-26- 38.24% |
$3.46K - $3.8K
|
42
$8.35K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-24- 53.33% |
$3.2K - $3.51K
|
21
$4.18K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-10- 0.41% |
$1.33K - $1.46K
|
2.41K
$480K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-8Closed |
$1.07K - $1.17K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3- 0.19% |
$400 - $439
|
1.56K
$309K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-4.51K- 15.78% |
$605K - $688K
|
24K
$4.78M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.95KClosed |
$396K - $451K
|
0
$0
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 91.81% |
$163K - $185K
|
108
$21.5K
|
|