Blue Rock Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History

Blue Rock Wealth Management LLC

  • $118 Billion
  • Q1 2025

A detailed history of Blue Rock Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 4,518 shares of MTUM stock, worth $1.14 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
4,518
Previous 4,812 6.11%
Holding current value
$1.14 Million
Previous $996 Million 8.28%
% of portfolio
0.77%
Previous 1.05%

Shares

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

May 20, 2025
SELL
$196.12 - $229.48 $57,659 - $67,467
-294 Reduced 6.11%
4,518 $913 Million
Q4 2024

Feb 14, 2025
BUY
$201.32 - $217.44 $968,751 - $1.05 Million
4,812 New
4,812 $996 Million

Others Institutions Holding MTUM

# of Institutions
1,071
Shares Held
70.9M
Call Options Held
229K
Put Options Held
1.12M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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