A detailed history of Commonwealth Retirement Investments LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Commonwealth Retirement Investments LLC holds 3,118 shares of MTUM stock, worth $790,475. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,118
Previous 3,024 3.11%
Holding current value
$790,475
Previous $611 Million 22.59%
% of portfolio
0.28%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
$180.84 - $240.32 $16,998 - $22,590
94 Added 3.11%
3,118 $749 Million
Q1 2025

May 09, 2025

BUY
$196.12 - $229.48 $30,202 - $35,339
154 Added 5.37%
3,024 $611 Million
Q4 2024

Feb 04, 2025

BUY
$201.32 - $217.44 $577,788 - $624,052
2,870 New
2,870 $594 Million
Q4 2022

Feb 07, 2023

BUY
$134.21 - $152.76 $325,861 - $370,901
2,428 New
2,428 $354 Million

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Commonwealth Retirement Investments LLC Portfolio

Follow Commonwealth Retirement Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Commonwealth Retirement Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Commonwealth Retirement Investments LLC with notifications on news.