Envestnet Portfolio Solutions, Inc. Ishares Msci Usa Momentum Fact Transaction History

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 506,044 shares of MTUM stock, worth $98.9 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
506,044
Previous 689,435 26.6%
Holding current value
$98.9 Million
Previous $143 Million 28.3%
% of portfolio
0.43%
Previous 0.51%

Shares

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

Apr 21, 2025
SELL
$196.12 - $229.48 $36 Million - $42.1 Million
-183,391 Reduced 26.6%
506,044 $102 Million
Q4 2024

Feb 10, 2025
BUY
$201.32 - $217.44 $136 Million - $147 Million
676,419 Added 5196.83%
689,435 $143 Million
Q3 2024

Oct 31, 2024
SELL
$175.46 - $203.3 $1.66 Million - $1.92 Million
-9,447 Reduced 42.06%
13,016 $2.64 Million
Q2 2024

Jul 16, 2024
SELL
$173.58 - $198.8 $3.09 Million - $3.53 Million
-17,775 Reduced 44.17%
22,463 $4.38 Million
Q1 2024

May 06, 2024
BUY
$152.32 - $189.2 $4.35 Million - $5.41 Million
28,580 Added 245.15%
40,238 $7.54 Million
Q4 2023

Feb 07, 2024
BUY
$135.38 - $157.63 $18,005 - $20,964
133 Added 1.15%
11,658 $1.83 Million
Q3 2023

Nov 13, 2023
BUY
$138.94 - $147.4 $1.6 Million - $1.7 Million
11,525 New
11,525 $1.61 Million

Others Institutions Holding MTUM

# of Institutions
961
Shares Held
67.2M
Call Options Held
203K
Put Options Held
3.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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