Diversify Advisory Services, LLC Ishares Msci Usa Momentum Fact Transaction History

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025

A detailed history of Diversify Advisory Services, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 6,620 shares of MTUM stock, worth $1.63 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,620
Previous 3,565 85.69%
Holding current value
$1.63 Million
Previous $884 Million 89.95%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Nov 12, 2025
BUY
$236.25 - $257.69 $721,743 - $787,242
3,055 Added 85.69%
6,620 $1.68 Billion
Q2 2025

Aug 14, 2025
SELL
$180.84 - $240.32 $146,299 - $194,418
-809 Reduced 18.5%
3,565 $884 Million
Q1 2025

May 05, 2025
BUY
$196.12 - $229.48 $444,604 - $520,231
2,267 Added 107.59%
4,374 $916 Million
Q4 2024

Jan 16, 2025
BUY
$201.32 - $217.44 $424,181 - $458,146
2,107 New
2,107 $436 Million

Others Institutions Holding MTUM

# of Institutions
1,106
Shares Held
65.9M
Call Options Held
456K
Put Options Held
930K
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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