Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Msci Usa Momentum Fact Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.65 Billion
  • Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 995,986 shares of MTUM stock, worth $225 Million. This represents 5.65% of its overall portfolio holdings.

Number of Shares
995,986
Previous 960,518 3.69%
Holding current value
$225 Million
Previous $195 Million 5.82%
% of portfolio
5.65%
Previous 5.49%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$201.32 - $217.44 $7.14 Million - $7.71 Million
35,468 Added 3.69%
995,986 $206 Million
Q3 2024

Oct 31, 2024
BUY
$175.46 - $203.3 $22.9 Million - $26.5 Million
130,482 Added 15.72%
960,518 $195 Million
Q2 2024

Aug 09, 2024
BUY
$173.58 - $198.8 $1.56 Million - $1.78 Million
8,961 Added 1.09%
830,036 $162 Million
Q1 2024

May 06, 2024
BUY
$152.32 - $189.2 $189,790 - $235,743
1,246 Added 0.15%
821,075 $154 Million
Q4 2023

Feb 06, 2024
BUY
$135.38 - $157.63 $4.58 Million - $5.33 Million
33,816 Added 4.3%
819,829 $129 Million
Q3 2023

Nov 02, 2023
BUY
$138.94 - $147.4 $4.33 Million - $4.6 Million
31,178 Added 4.13%
786,013 $110 Million
Q2 2023

Aug 11, 2023
BUY
$135.5 - $144.47 $7.19 Million - $7.67 Million
53,074 Added 7.56%
754,835 $109 Million
Q1 2023

May 09, 2023
BUY
$133.17 - $146.27 $8.74 Million - $9.6 Million
65,638 Added 10.32%
701,761 $97.6 Million
Q4 2022

Feb 07, 2023
BUY
$134.21 - $152.76 $11.7 Million - $13.3 Million
87,183 Added 15.88%
636,123 $92.8 Million
Q3 2022

Nov 02, 2022
BUY
$131.18 - $147.67 $12.3 Million - $13.9 Million
93,972 Added 20.65%
548,940 $72 Million
Q2 2022

Aug 02, 2022
BUY
$130.25 - $170.4 $9.41 Million - $12.3 Million
72,217 Added 18.87%
454,968 $62 Million
Q1 2022

May 13, 2022
BUY
$150.07 - $182.21 $32.5 Million - $39.4 Million
216,243 Added 129.87%
382,751 $64.4 Million
Q4 2021

Feb 14, 2022
BUY
$173.56 - $193.75 $28.9 Million - $32.3 Million
166,508 New
166,508 $30.3 Million

Others Institutions Holding MTUM

# of Institutions
863
Shares Held
54.6M
Call Options Held
265K
Put Options Held
780K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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  • Sector ETFs
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