Betterment LLC Ishares Msci Usa Momentum Fact Transaction History

Betterment LLC

$42.2 Billion
Q1 2025

A detailed history of Betterment LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Betterment LLC holds 5,438 shares of MTUM stock, worth $1.34 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,438

Previous 16,882 67.79%

Holding current value

$1.34 Million

Previous $3.49 Million 68.54%

% of portfolio

0.0%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$196.12 - $229.48 $2.24 Million - $2.63 Million	-11,444 Reduced 67.79%	5,438 $1.1 Million
Q4 2024 Feb 14, 2025	SELL	$201.32 - $217.44 $71,468 - $77,191	-355 Reduced 2.06%	16,882 $3.49 Million
Q3 2024 Nov 14, 2024	SELL	$175.46 - $203.3 $247,749 - $287,059	-1,412 Reduced 7.57%	17,237 $3.49 Million
Q2 2024 Aug 14, 2024	BUY	$173.58 - $198.8 $84,533 - $96,815	487 Added 2.68%	18,649 $3.63 Million
Q1 2024 May 10, 2024	SELL	$152.32 - $189.2 $25,742 - $31,974	-169 Reduced 0.92%	18,162 $3.4 Million
Q4 2023 Feb 09, 2024	SELL	$135.38 - $157.63 $338,720 - $394,390	-2,502 Reduced 12.01%	18,331 $2.88 Million
Q3 2023 Nov 09, 2023	BUY	$138.94 - $147.4 $369,858 - $392,378	2,662 Added 14.65%	20,833 $2.91 Million
Q2 2023 Aug 07, 2023	BUY	$135.5 - $144.47 $365,443 - $389,635	2,697 Added 17.43%	18,171 $2.62 Million
Q1 2023 May 15, 2023	BUY	$133.17 - $146.27 $416,422 - $457,386	3,127 Added 25.33%	15,474 $2.15 Million
Q4 2022 Feb 13, 2023	BUY	$134.21 - $152.76 $251,643 - $286,425	1,875 Added 17.9%	12,347 $1.8 Million
Q2 2022 Aug 10, 2022	BUY	$130.25 - $170.4 $194,984 - $255,088	1,497 Added 16.68%	10,472 $1.43 Million
Q1 2022 May 16, 2022	BUY	$150.07 - $182.21 $249,866 - $303,379	1,665 Added 22.78%	8,975 $1.51 Million
Q4 2021 Feb 15, 2022	BUY	$173.56 - $193.75 $234,306 - $261,562	1,350 Added 22.65%	7,310 $1.33 Million
Q3 2021 Nov 15, 2021	BUY	$167.02 - $183.38 $558,514 - $613,222	3,344 Added 127.83%	5,960 $1.05 Million
Q2 2021 Aug 10, 2021	BUY	$159.69 - $175.61 $68,187 - $74,985	427 Added 19.51%	2,616 $454,000
Q1 2021 Jun 01, 2021	BUY	$150.0 - $178.04 $328,350 - $389,729	2,189 New	2,189 $352,000

Others Institutions Holding MTUM

# of Institutions

1,043

Shares Held

68.5M

Call Options Held

869K

Put Options Held

555K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

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