Latest Institutional Sells of Ishares Msci Usa Momentum Fact (MTUM)

MTUM Quotes by TradingView

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
Jan 31, 2023 Q4 2022
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-1.03K
- 21.73%
$138K - $157K
3.7K $735K
Jan 23, 2023 Q4 2022
True Wealth Advisors, LLC

SELL
 -
-904
- 36.84%
$121K - $138K
1.55K $308K
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

SELL
 -
-885
- 35.19%
$119K - $135K
1.63K $324K
Jan 19, 2023 Q4 2022
Cfm Wealth Partners LLC

SELL
 -
-739
- 10.4%
$99.2K - $113K
6.37K $1.27M
Jan 23, 2023 Q4 2022
Meridian Wealth Advisors, LLC

SELL
 -
-474
- 22.12%
$63.6K - $72.4K
1.67K $332K
Jan 20, 2023 Q4 2022
Truadvice, LLC

Sarasota, FL
SELL
 -
-84
- 1.93%
$11.3K - $12.8K
4.28K $851K
Jan 26, 2023 Q4 2022
Regent Investment Management LLC

SELL
 -
-50
- 1.98%
$6.71K - $7.64K
2.47K $491K
Jan 27, 2023 Q4 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-36
- 18.37%
$4.83K - $5.5K
160 $31.8K
Jan 18, 2023 Q4 2022
Rosenberg Matthew Hamilton

SELL
 -
-26
- 30.23%
$3.49K - $3.97K
60 $11.9K
Feb 14, 2023 Q4 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-19
- 50.0%
$2.55K - $2.9K
19 $3.78K
Q3 2022
Oct 14, 2022 Q3 2022
Diversified Trust CO

SELL
 -
-3.06K
- 59.98%
$401K - $451K
2.04K $406K
Nov 18, 2022 Q3 2022
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
SELL
 -
-2.9K
Closed
$381K - $429K
0 $0
Oct 13, 2022 Q3 2022
Newfound Research LLC

SELL
 -
-1.96K
- 8.75%
$257K - $290K
20.5K $4.07M
Oct 21, 2022 Q3 2022
Horizon Financial Services, LLC

SELL
 -
-1.76K
- 41.01%
$231K - $260K
2.54K $504K
Feb 10, 2025 Q3 2022
Saiph Capital, LLC

Wyckoff, NJ
SELL
 -
-1.51K
Closed
$198K - $223K
0 $0
Nov 14, 2022 Q3 2022
Karlinski Andrew C

Irvine, CA
SELL
 -
-448
- 7.02%
$58.8K - $66.2K
5.94K $1.18M
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

SELL
 -
-282
- 15.7%
$37K - $41.6K
1.51K $301K
Nov 10, 2022 Q3 2022
Brandywine Oak Private Wealth LLC

SELL
 -
-233
- 10.56%
$30.6K - $34.4K
1.97K $393K
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-160
- 1.09%
$21K - $23.6K
14.5K $2.88M
Nov 08, 2022 Q3 2022
Zullo Investment Group, Inc.

Scranton, PA
SELL
 -
-66
- 16.92%
$8.66K - $9.75K
324 $64.4K
Nov 08, 2022 Q3 2022
Citizens National Bank Trust Department

SELL
 -
-15
- 1.7%
$1.97K - $2.22K
869 $173K
Oct 18, 2022 Q3 2022
First American Trust, Fsb

SELL
 -
-14
- 0.69%
$1.84K - $2.07K
2K $398K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-6
Closed
$787 - $886
0 $0
Q2 2022
Aug 12, 2022 Q2 2022
Allianz Asset Management Gmb H

Munich, 2M
SELL
 -
-257K
Closed
$33.5M - $43.8M
0 $0
Aug 08, 2022 Q2 2022
Tmd Wealth Management, LLC

SELL
 -
-160K
- 94.63%
$20.8M - $27.2M
9.06K $1.8M
Aug 15, 2022 Q2 2022
Tower Wealth Partners, Inc.

Lewisburg, PA
SELL
 -
-66.2K
Closed
$8.63M - $11.3M
0 $0
Aug 05, 2022 Q2 2022
Cadent Capital Advisors, LLC

SELL
 -
-25.1K
Closed
$3.27M - $4.27M
0 $0
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

SELL
 -
-22.6K
- 99.8%
$2.95M - $3.86M
45 $8.95K
Jul 11, 2022 Q2 2022
Leo Brokerage, LLC

SELL
 -
-17.2K
Closed
$2.24M - $2.93M
0 $0
Aug 09, 2022 Q2 2022
Peregrine Asset Advisers, Inc.

Portland, OR
SELL
 -
-8.5K
Closed
$1.11M - $1.45M
0 $0
Aug 15, 2022 Q2 2022
Fortress Wealth Group, LLC

Orlando, FL
SELL
 -
-3.97K
Closed
$517K - $676K
0 $0
Jul 18, 2022 Q2 2022
Symphony Financial, Ltd. Co.

SELL
 -
-2.97K
Closed
$386K - $506K
0 $0
Aug 08, 2022 Q2 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-2.4K
Closed
$312K - $409K
0 $0
Aug 24, 2022 Q2 2022
Schmidt P J Investment Management Inc

Cedarburg, WI
SELL
 -
-2.1K
Closed
$274K - $358K
0 $0
Jul 13, 2022 Q2 2022
Hya Advisors, Inc

SELL
 -
-2.07K
Closed
$270K - $353K
0 $0
Aug 04, 2022 Q2 2022
Barber Financial Group, Inc.

SELL
 -
-2.04K
Closed
$266K - $348K
0 $0
Jul 20, 2023 Q2 2022
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-1.97K
Closed
$257K - $336K
0 $0
Jul 11, 2022 Q2 2022
Vigilare Wealth Management

SELL
 -
-1.71K
Closed
$223K - $292K
0 $0
Aug 12, 2022 Q2 2022
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-1.67K
Closed
$218K - $285K
0 $0
Sep 11, 2024 Q2 2022
Summit Wealth Partners, LLC

Orlando, FL
SELL
 -
-1.66K
Closed
$216K - $283K
0 $0
Aug 15, 2022 Q2 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
SELL
 -
-1.43K
- 25.06%
$186K - $244K
4.28K $851K
Jul 26, 2022 Q2 2022
Mason & Associates Inc

SELL
 -
-1.39K
Closed
$180K - $236K
0 $0
Jul 25, 2022 Q2 2022
Regions Financial Corp

SELL
 -
-1.38K
Closed
$180K - $235K
0 $0
Aug 04, 2022 Q2 2022
True Link Financial Advisors, LLC

SELL
 -
-1.36K
Closed
$177K - $231K
0 $0
Aug 15, 2022 Q2 2022
American Planning Services, Inc.

Sun City Center, FL
SELL
 -
-1.33K
Closed
$173K - $226K
0 $0
Aug 12, 2022 Q2 2022
Smith, Moore & Co.

Clayton, MO
SELL
 -
-1.26K
Closed
$164K - $214K
0 $0
Aug 10, 2022 Q2 2022
Associated Banc Corp

Green Bay, WI
SELL
 -
-1.26K
Closed
$163K - $214K
0 $0
Aug 10, 2022 Q2 2022
Financial Advisory Group

Houston, TX
SELL
 -
-1.23K
Closed
$161K - $210K
0 $0
Aug 01, 2022 Q2 2022
Montecito Bank & Trust

SELL
 -
-1.2K
Closed
$156K - $204K
0 $0

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