Fortune Financial Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Fortune Financial Advisors, LLC

  • $124 Billion
  • Q2 2025

A detailed history of Fortune Financial Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Fortune Financial Advisors, LLC holds 2,029 shares of MTUM stock, worth $498,444. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,029
Previous 1,388 46.18%
Holding current value
$498,444
Previous $281 Million 73.78%
% of portfolio
0.39%
Previous 0.24%

Shares

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

Jul 16, 2025
BUY
$180.84 - $240.32 $115,918 - $154,045
641 Added 46.18%
2,029 $488 Million
Q1 2025

Apr 29, 2025
BUY
$196.12 - $229.48 $392 - $458
2 Added 0.14%
1,388 $281 Million
Q4 2024

Jan 23, 2025
BUY
$201.32 - $217.44 $201 - $217
1 Added 0.07%
1,386 $287 Million
Q3 2024

Oct 24, 2024
SELL
$175.46 - $203.3 $26,143 - $30,291
-149 Reduced 9.71%
1,385 $281 Million
Q2 2024

Jul 16, 2024
SELL
$173.58 - $198.8 $19,961 - $22,862
-115 Reduced 6.97%
1,534 $299 Million
Q1 2024

Apr 23, 2024
BUY
$152.32 - $189.2 $152 - $189
1 Added 0.06%
1,649 $309 Million
Q4 2023

Jan 25, 2024
SELL
$135.38 - $157.63 $1,624 - $1,891
-12 Reduced 0.72%
1,648 $259 Million
Q3 2023

Oct 25, 2023
SELL
$138.94 - $147.4 $22,647 - $24,026
-163 Reduced 8.94%
1,660 $232 Million
Q2 2023

Aug 07, 2023
BUY
$135.5 - $144.47 $247,016 - $263,368
1,823 New
1,823 $263 Million

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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