Plotkin Financial Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Plotkin Financial Advisors, LLC

  • $163 Billion
  • Q1 2025

A detailed history of Plotkin Financial Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 19,592 shares of MTUM stock, worth $4.11 Million. This represents 2.43% of its overall portfolio holdings.

Number of Shares
19,592
Previous 19,741 0.75%
Holding current value
$4.11 Million
Previous $4.08 Billion 3.05%
% of portfolio
2.43%
Previous 2.42%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$196.12 - $229.48 $29,221 - $34,192
-149 Reduced 0.75%
19,592 $3.96 Billion
Q4 2024

Mar 05, 2025
SELL
$201.32 - $217.44 $55,765 - $60,230
-277 Reduced 1.38%
19,741 $4.08 Billion
Q3 2024

Nov 14, 2024
BUY
$175.46 - $203.3 $3.51 Million - $4.07 Million
20,018 New
20,018 $4.06 Billion
Q2 2024

Nov 14, 2024
SELL
$173.58 - $198.8 $10,588 - $12,126
-61 Reduced 0.3%
20,264 $3.95 Billion
Q1 2024

Nov 14, 2024
SELL
$152.32 - $189.2 $81,491 - $101,222
-535 Reduced 2.56%
20,325 $3.81 Billion
Q4 2023

Nov 14, 2024
SELL
$135.38 - $157.63 $390,435 - $454,604
-2,884 Reduced 12.15%
20,860 $3.27 Billion
Q3 2023

Nov 14, 2024
SELL
$138.94 - $147.4 $155,057 - $164,498
-1,116 Reduced 4.49%
23,744 $3.32 Billion
Q2 2023

Nov 14, 2024
SELL
$135.5 - $144.47 $223,710 - $238,519
-1,651 Reduced 6.23%
24,860 $3.59 Billion
Q1 2023

Nov 14, 2024
SELL
$133.17 - $146.27 $115,058 - $126,377
-864 Reduced 3.16%
26,511 $3.69 Billion
Q4 2022

Nov 14, 2024
SELL
$134.21 - $152.76 $402 - $458
-3 Reduced 0.01%
27,375 $3.99 Billion
Q3 2022

Nov 14, 2024
SELL
$131.18 - $147.67 $84,873 - $95,542
-647 Reduced 2.31%
27,378 $3.59 Billion
Q2 2022

Nov 14, 2024
SELL
$130.25 - $170.4 $387,103 - $506,428
-2,972 Reduced 9.59%
28,025 $3.82 Billion
Q1 2022

Nov 14, 2024
SELL
$150.07 - $182.21 $211,448 - $256,733
-1,409 Reduced 4.35%
30,997 $5.22 Billion
Q4 2021

Nov 14, 2024
SELL
$173.56 - $193.75 $54,844 - $61,225
-316 Reduced 0.97%
32,406 $5.89 Billion
Q3 2021

Nov 14, 2024
SELL
$167.02 - $183.38 $322,014 - $353,556
-1,928 Reduced 5.56%
32,722 $5.75 Billion
Q2 2021

Nov 14, 2024
SELL
$159.69 - $175.61 $129,508 - $142,419
-811 Reduced 2.29%
34,650 $6.01 Billion
Q1 2021

Nov 14, 2024
SELL
$150.0 - $178.04 $828,750 - $983,671
-5,525 Reduced 13.48%
35,461 $5.7 Billion
Q4 2020

Nov 14, 2024
BUY
$141.23 - $162.85 $2.22 Million - $2.56 Million
15,733 Added 62.3%
40,986 $6.61 Billion
Q3 2020

Nov 14, 2024
SELL
$132.78 - $156.38 $2.46 Million - $2.9 Million
-18,539 Reduced 42.33%
25,253 $3.72 Billion
Q2 2020

Nov 14, 2024
SELL
$101.08 - $131.0 $249,263 - $323,046
-2,466 Reduced 5.33%
43,792 $5.74 Billion
Q1 2020

Nov 14, 2024
SELL
$90.36 - $137.08 $228,972 - $347,360
-2,534 Reduced 5.19%
46,258 $4.93 Billion
Q4 2019

Nov 14, 2024
BUY
$115.87 - $125.91 $3.33 Million - $3.62 Million
28,774 Added 143.74%
48,792 $6.13 Billion

Others Institutions Holding MTUM

# of Institutions
990
Shares Held
76.1M
Call Options Held
848K
Put Options Held
507K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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