Financial Architects, LLC Ishares Msci Usa Momentum Fact Transaction History

Financial Architects, LLC

$165 Billion
Q2 2025

A detailed history of Financial Architects, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Financial Architects, LLC holds 33,640 shares of MTUM stock, worth $8.53 Million. This represents 4.91% of its overall portfolio holdings.

Number of Shares

33,640

Previous 36,460 7.73%

Holding current value

$8.53 Million

Previous $7.37 Billion 9.7%

% of portfolio

4.91%

Previous 4.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$180.84 - $240.32 $509,968 - $677,702	-2,820 Reduced 7.73%	33,640 $8.08 Billion
Q1 2025 Apr 29, 2025	BUY	$196.12 - $229.48 $105,904 - $123,919	540 Added 1.5%	36,460 $7.37 Billion
Q4 2024 Jan 27, 2025	SELL	$201.32 - $217.44 $243,597 - $263,102	-1,210 Reduced 3.26%	35,920 $7.43 Billion
Q3 2024 Oct 23, 2024	SELL	$175.46 - $203.3 $375,484 - $435,062	-2,140 Reduced 5.45%	37,130 $7.53 Billion
Q2 2024 Jul 16, 2024	SELL	$173.58 - $198.8 $320,255 - $366,786	-1,845 Reduced 4.49%	39,270 $7.65 Billion
Q1 2024 Apr 25, 2024	SELL	$152.32 - $189.2 $237,619 - $295,152	-1,560 Reduced 3.66%	41,115 $7.7 Billion
Q4 2023 Jan 29, 2024	BUY	$135.38 - $157.63 $5.78 Million - $6.73 Million	42,675 New	42,675 $6.7 Billion

Others Institutions Holding MTUM

# of Institutions

1,068

Shares Held

70.9M

Call Options Held

229K

Put Options Held

1.12M

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About ISHARES MSCI USA MOMENTUM FACT

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Financial Architects, LLC Ishares Msci Usa Momentum Fact Transaction History