Concurrent Investment Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,215 shares of MTUM stock, worth $2.13 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,215

Previous 3,827 140.79%

Holding current value

$2.13 Million

Previous $792 Million 135.24%

% of portfolio

0.05%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$196.12 - $229.48 $1.06 Million - $1.24 Million	5,388 Added 140.79%	9,215 $1.86 Billion
Q4 2024 Feb 03, 2025	BUY	$201.32 - $217.44 $378,078 - $408,352	1,878 Added 96.36%	3,827 $792 Million
Q3 2024 Oct 30, 2024	BUY	$175.46 - $203.3 $58,603 - $67,902	334 Added 20.68%	1,949 $395 Million
Q2 2024 Jul 30, 2024	SELL	$173.58 - $198.8 $51,206 - $58,646	-295 Reduced 15.45%	1,615 $315 Million
Q1 2024 May 07, 2024	SELL	$152.32 - $189.2 $28,483 - $35,380	-187 Reduced 8.92%	1,910 $358 Million
Q4 2023 Apr 15, 2024	BUY	$135.38 - $157.63 $283,891 - $330,550	2,097 New	2,097 $329 Million

Others Institutions Holding MTUM

# of Institutions

989

Shares Held

76.2M

Call Options Held

848K

Put Options Held

507K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History