Empire Financial Management Company, LLC Ishares Msci Usa Momentum Fact Transaction History

Empire Financial Management Company, LLC

$324 Billion
Q1 2025

A detailed history of Empire Financial Management Company, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Empire Financial Management Company, LLC holds 2,088 shares of MTUM stock, worth $496,338. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,088

Previous 2,188 4.57%

Holding current value

$496,338

Previous $453 Million 6.78%

% of portfolio

0.13%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$196.12 - $229.48 $19,612 - $22,948	-100 Reduced 4.57%	2,088 $422 Million
Q4 2024 Feb 14, 2025	SELL	$201.32 - $217.44 $20,132 - $21,744	-100 Reduced 4.37%	2,188 $453 Million
Q3 2024 Nov 18, 2024	SELL	$175.46 - $203.3 $17,370 - $20,126	-99 Reduced 4.15%	2,288 $464 Million
Q1 2024 May 14, 2024	SELL	$152.32 - $189.2 $21,324 - $26,488	-140 Reduced 5.54%	2,387 $447 Million
Q3 2023 Nov 13, 2023	SELL	$138.94 - $147.4 $13,894 - $14,740	-100 Reduced 3.81%	2,527 $353 Million
Q2 2023 Jul 27, 2023	SELL	$135.5 - $144.47 $53,658 - $57,210	-396 Reduced 13.1%	2,627 $379 Million
Q1 2023 Apr 20, 2023	BUY	$133.17 - $146.27 $402,572 - $442,174	3,023 New	3,023 $420 Million

Others Institutions Holding MTUM

# of Institutions

990

Shares Held

76.2M

Call Options Held

848K

Put Options Held

507K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

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Empire Financial Management Company, LLC Ishares Msci Usa Momentum Fact Transaction History