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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-10- 0.56% |
$1.96K - $2.29K
|
1.78K
$437K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-75- 5.68% |
$15.1K - $16.3K
|
1.25K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-75- 3.03% |
$15.1K - $16.3K
|
2.4K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-60- 19.35% |
$12.1K - $13K
|
250
$61.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-54- 65.85% |
$10.9K - $11.7K
|
28
$6.89K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 1.12% |
$2.01K - $2.17K
|
883
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-2- 0.27% |
$403 - $435
|
737
$181K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1- 0.04% |
$201 - $217
|
2.52K
$621K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78K- 19.99% |
$13.7M - $15.9M
|
312K
$76.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.2K- 1.93% |
$8.29M - $9.6M
|
2.39M
$589M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-15.5K- 62.81% |
$2.73M - $3.16M
|
9.21K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-2.83K- 8.26% |
$497K - $576K
|
31.5K
$7.74M
|
|
|
Mar 21, 2025
Q3 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-1.23KClosed |
$216K - $250K
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-290- 17.55% |
$50.9K - $59K
|
1.36K
$335K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-100- 14.68% |
$17.5K - $20.3K
|
581
$143K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-91- 4.09% |
$16K - $18.5K
|
2.14K
$526K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-55- 4.95% |
$9.65K - $11.2K
|
1.06K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-55- 0.69% |
$9.65K - $11.2K
|
7.96K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 0.51% |
$175 - $203
|
197
$48.5K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-71.4K- 4.52% |
$12.4M - $14.2M
|
1.51M
$371M
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-8.06K- 87.96% |
$1.4M - $1.6M
|
1.1K
$271K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-6.55K- 99.5% |
$1.14M - $1.3M
|
33
$8.12K
|
|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.3K- 47.08% |
$572K - $656K
|
3.71K
$912K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.84K- 55.0% |
$493K - $565K
|
2.32K
$572K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
SELL
|
- |
-2.4K- 5.27% |
$416K - $477K
|
43.1K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.3K- 17.96% |
$226K - $258K
|
5.94K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-664- 15.19% |
$115K - $132K
|
3.71K
$912K
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-323- 22.46% |
$56.1K - $64.2K
|
1.12K
$274K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-318- 14.81% |
$55.2K - $63.2K
|
1.83K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-69- 44.23% |
$12K - $13.7K
|
87
$21.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-35- 2.88% |
$6.08K - $6.96K
|
1.18K
$291K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-32- 2.4% |
$5.55K - $6.36K
|
1.3K
$320K
|
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-30- 50.0% |
$5.21K - $5.96K
|
30
$7.38K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-11- 1.18% |
$1.91K - $2.19K
|
921
$227K
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3- 0.14% |
$521 - $596
|
2.09K
$515K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.47K- 38.74% |
$681K - $846K
|
7.07K
$1.74M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-3.89KClosed |
$593K - $736K
|
0
$0
|
|