Hoxton Planning & Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Hoxton Planning & Management, LLC

  • $300 Million
  • Q3 2025

A detailed history of Hoxton Planning & Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Hoxton Planning & Management, LLC holds 5,632 shares of MTUM stock, worth $1.42 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
5,632
Previous 5,146 9.44%
Holding current value
$1.42 Million
Previous $1.24 Million 16.83%
% of portfolio
0.48%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$236.25 - $257.69 $114,817 - $125,237
486 Added 9.44%
5,632 $1.44 Million
Q2 2025

Aug 06, 2025
BUY
$180.84 - $240.32 $66,006 - $87,716
365 Added 7.63%
5,146 $1.24 Million
Q1 2025

May 08, 2025
BUY
$196.12 - $229.48 $937,649 - $1.1 Million
4,781 New
4,781 $966,000
Q4 2024

Sep 08, 2025
BUY
$201.32 - $217.44 $133,072 - $143,727
661 Added 12.84%
5,807 $1.2 Million
Q4 2022

Jan 25, 2023
BUY
$134.21 - $152.76 $1.51 Million - $1.72 Million
11,273 New
11,273 $1.64 Billion

Others Institutions Holding MTUM

# of Institutions
1,094
Shares Held
71.3M
Call Options Held
230K
Put Options Held
1.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
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