Eqis Capital Management, Inc. Ishares Msci Usa Momentum Fact Transaction History

Eqis Capital Management, Inc.

  • $1.19 Billion
  • Q2 2025

A detailed history of Eqis Capital Management, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Eqis Capital Management, Inc. holds 3,791 shares of MTUM stock, worth $931,297. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,791
Previous 3,208 18.17%
Holding current value
$931,297
Previous $648,000 40.59%
% of portfolio
0.08%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$180.84 - $240.32 $105,429 - $140,106
583 Added 18.17%
3,791 $911,000
Q1 2025

May 14, 2025
BUY
$196.12 - $229.48 $130,419 - $152,604
665 Added 26.15%
3,208 $648,000
Q4 2024

Feb 13, 2025
BUY
$201.32 - $217.44 $137,702 - $148,728
684 Added 36.79%
2,543 $526,000
Q3 2024

Nov 13, 2024
BUY
$175.46 - $203.3 $2,807 - $3,252
16 Added 0.87%
1,859 $376,000
Q2 2024

Aug 13, 2024
SELL
$173.58 - $198.8 $53,462 - $61,230
-308 Reduced 14.32%
1,843 $359,000
Q1 2024

May 14, 2024
BUY
$152.32 - $189.2 $86,822 - $107,844
570 Added 36.05%
2,151 $402,000
Q4 2023

Feb 14, 2024
BUY
$135.38 - $157.63 $214,035 - $249,213
1,581 New
1,581 $248,000
Q2 2022

Aug 08, 2022
SELL
$130.25 - $170.4 $218,820 - $286,272
-1,680 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$150.07 - $182.21 $96,945 - $117,707
-646 Reduced 27.77%
1,680 $283,000
Q4 2021

Feb 14, 2022
BUY
$173.56 - $193.75 $145,443 - $162,362
838 Added 56.32%
2,326 $423,000
Q3 2021

Nov 12, 2021
BUY
$167.02 - $183.38 $22,547 - $24,756
135 Added 9.98%
1,488 $261,000
Q2 2021

Aug 12, 2021
BUY
$159.69 - $175.61 $216,060 - $237,600
1,353 New
1,353 $235,000

Others Institutions Holding MTUM

# of Institutions
1,034
Shares Held
68.7M
Call Options Held
869K
Put Options Held
510K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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  • Ticker MTUM
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