Claris Financial LLC Ishares Msci Usa Momentum Fact Transaction History

Claris Financial LLC

  • $119 Million
  • Q2 2025

A detailed history of Claris Financial LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Claris Financial LLC holds 29,552 shares of MTUM stock, worth $7.47 Million. This represents 5.96% of its overall portfolio holdings.

Number of Shares
29,552
Previous 38,109 22.45%
Holding current value
$7.47 Million
Previous $7.7 Million 7.8%
% of portfolio
5.96%
Previous 5.45%

Shares

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

Aug 26, 2025
SELL
$180.84 - $240.32 $1.55 Million - $2.06 Million
-8,557 Reduced 22.45%
29,552 $7.1 Million
Q4 2024

Jun 16, 2025
BUY
$201.32 - $217.44 $7.67 Million - $8.29 Million
38,109 New
38,109 $7.89 Billion

Others Institutions Holding MTUM

# of Institutions
1,078
Shares Held
71.2M
Call Options Held
229K
Put Options Held
1.12M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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