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

Life Plan Investment Advisors, Inc.

  • $201 Billion
  • Q2 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 4,065 shares of MTUM stock, worth $1.03 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
4,065
Previous 3,904 4.12%
Holding current value
$1.03 Million
Previous $789 Million 23.8%
% of portfolio
0.49%
Previous 0.45%

Shares

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

Aug 14, 2025
BUY
$180.84 - $240.32 $29,115 - $38,691
161 Added 4.12%
4,065 $977 Million
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
1,068
Shares Held
70.9M
Call Options Held
229K
Put Options Held
1.12M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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  • Ticker MTUM
  • Sector ETFs
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