Everpar Advisors LLC Ishares Msci Usa Momentum Fact Transaction History

Everpar Advisors LLC

$270 Billion
Q4 2025

A detailed history of Everpar Advisors LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Everpar Advisors LLC holds 5,314 shares of MTUM stock, worth $1.31 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

5,314

Previous 1,830 190.38%

Holding current value

$1.31 Million

Previous $469 Million 183.42%

% of portfolio

0.49%

Previous 0.19%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$245.79 - $258.02 $856,332 - $898,941	3,484 Added 190.38%	5,314 $1.33 Billion
Q3 2025 Oct 17, 2025	BUY	$236.25 - $257.69 $15,356 - $16,749	65 Added 3.68%	1,830 $469 Million
Q2 2025 Jul 08, 2025	BUY	$180.84 - $240.32 $73,963 - $98,290	409 Added 30.16%	1,765 $424 Million
Q1 2025 Apr 16, 2025	BUY	$196.12 - $229.48 $66,680 - $78,023	340 Added 33.46%	1,356 $274 Million
Q4 2024 Jan 15, 2025	BUY	$201.32 - $217.44 $1,610 - $1,739	8 Added 0.79%	1,016 $210 Million

Q3 2024 Oct 07, 2024	BUY	$175.46 - $203.3 $176,863 - $204,926	1,008 New	1,008 $204 Million

Others Institutions Holding MTUM

# of Institutions

1,108

Shares Held

65.9M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Everpar Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Everpar Advisors LLC with notifications on news.

Account

Everpar Advisors LLC Ishares Msci Usa Momentum Fact Transaction History