Life Plan Investment Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History

Life Plan Investment Advisors, Inc.

  • $174 Billion
  • Q1 2025

A detailed history of Life Plan Investment Advisors, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 3,904 shares of MTUM stock, worth $928,019. This represents 0.45% of its overall portfolio holdings.

Number of Shares
3,904
Previous 3,367 15.95%
Holding current value
$928,019
Previous $697 Million 13.26%
% of portfolio
0.45%
Previous 0.43%

Shares

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

May 13, 2025
BUY
$196.12 - $229.48 $105,316 - $123,230
537 Added 15.95%
3,904 $789 Million
Q4 2024

Feb 14, 2025
BUY
$201.32 - $217.44 $677,844 - $732,120
3,367 New
3,367 $697 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

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
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