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 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-93- 39.08% |
$16.8K - $22.3K
|
145
$35.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-81- 5.56% |
$14.6K - $19.5K
|
1.38K
$338K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-75- 6.15% |
$13.6K - $18K
|
1.14K
$282K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-65- 5.6% |
$11.8K - $15.6K
|
1.1K
$270K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-54- 9.44% |
$9.77K - $13K
|
518
$127K
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-35- 15.28% |
$6.33K - $8.41K
|
194
$47.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-33- 0.45% |
$5.97K - $7.93K
|
7.33K
$1.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-28- 2.49% |
$5.06K - $6.73K
|
1.1K
$269K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-25- 6.74% |
$4.52K - $6.01K
|
346
$85.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-21- 35.0% |
$3.8K - $5.05K
|
39
$9.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-18- 8.57% |
$3.26K - $4.33K
|
192
$47.2K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-16- 50.0% |
$2.89K - $3.85K
|
16
$3.94K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-13- 13.83% |
$2.35K - $3.12K
|
81
$19.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7- 18.42% |
$1.27K - $1.68K
|
31
$7.63K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-4- 0.07% |
$723 - $961
|
6.09K
$1.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-2- 0.06% |
$362 - $481
|
3.18K
$783K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
SELL
|
- |
-2- 0.1% |
$362 - $481
|
2.1K
$517K
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-176K- 75.84% |
$34.5M - $40.4M
|
56.1K
$13.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-2.3K- 37.99% |
$452K - $529K
|
3.76K
$925K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.08KClosed |
$212K - $248K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-683- 8.76% |
$134K - $157K
|
7.11K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-505- 30.89% |
$99K - $116K
|
1.13K
$278K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-463- 30.78% |
$90.8K - $106K
|
1.04K
$256K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-419- 52.9% |
$82.2K - $96.2K
|
373
$91.8K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-336- 15.36% |
$65.9K - $77.1K
|
1.85K
$456K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-333- 15.96% |
$65.3K - $76.4K
|
1.75K
$431K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-333- 22.21% |
$65.3K - $76.4K
|
1.17K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-332- 23.27% |
$65.1K - $76.2K
|
1.1K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-232- 6.49% |
$45.5K - $53.2K
|
3.34K
$823K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-200- 7.93% |
$39.2K - $45.9K
|
2.32K
$571K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-185- 9.21% |
$36.3K - $42.5K
|
1.82K
$449K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-178- 12.31% |
$34.9K - $40.8K
|
1.27K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-172- 56.95% |
$33.7K - $39.5K
|
130
$32K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-164- 2.81% |
$32.2K - $37.6K
|
5.67K
$1.39M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-156- 27.96% |
$30.6K - $35.8K
|
402
$98.9K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-128- 5.95% |
$25.1K - $29.4K
|
2.02K
$498K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-110- 4.15% |
$21.6K - $25.2K
|
2.54K
$625K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-50- 16.67% |
$9.81K - $11.5K
|
250
$61.5K
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-47- 3.45% |
$9.22K - $10.8K
|
1.31K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-38- 4.54% |
$7.45K - $8.72K
|
799
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 35.59% |
$4.12K - $4.82K
|
38
$9.35K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-20- 11.76% |
$3.92K - $4.59K
|
150
$36.9K
|
|
|
Jan 06, 2026
Q1 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-9- 10.47% |
$1.77K - $2.07K
|
77
$18.9K
|
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-4- 3.85% |
$784 - $918
|
100
$24.6K
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-72.7K- 98.58% |
$14.6M - $15.8M
|
1.05K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5.95K- 59.84% |
$1.2M - $1.29M
|
4K
$983K
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.03K- 8.12% |
$1.01M - $1.09M
|
57K
$14M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.6K- 75.69% |
$322K - $348K
|
514
$126K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-234- 27.3% |
$47.1K - $50.9K
|
623
$153K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-98- 7.66% |
$19.7K - $21.3K
|
1.18K
$291K
|
|