Alexis Investment Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Alexis Investment Partners, LLC

  • $1.17 Trillion
  • Q3 2025

A detailed history of Alexis Investment Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Alexis Investment Partners, LLC holds 29,669 shares of MTUM stock, worth $7.3 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
29,669
Previous 36,495 18.7%
Holding current value
$7.3 Million
Previous $8.68 Billion 12.61%
% of portfolio
0.65%
Previous 3.74%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$236.25 - $257.69 $1.61 Million - $1.76 Million
-6,826 Reduced 18.7%
29,669 $7.59 Billion
Q2 2025

Jul 29, 2025
BUY
$180.84 - $240.32 $663,501 - $881,734
3,669 Added 11.18%
36,495 $8.68 Billion
Q1 2025

May 15, 2025
BUY
$196.12 - $229.48 $290,061 - $339,400
1,479 Added 4.72%
32,826 $6.6 Billion
Q4 2024

Feb 13, 2025
BUY
$201.32 - $217.44 $6.31 Million - $6.82 Million
31,347 New
31,347 $6.51 Billion

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
65.7M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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