Joel Adams & Associates, Inc. Ishares Msci Usa Momentum Fact Transaction History

Joel Adams & Associates, Inc.

  • $111 Billion
  • Q1 2025

A detailed history of Joel Adams & Associates, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 2,846 shares of MTUM stock, worth $658,962. This represents 0.52% of its overall portfolio holdings.

Number of Shares
2,846
Previous 2,807 1.39%
Holding current value
$658,962
Previous $581 Million 0.96%
% of portfolio
0.52%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$196.12 - $229.48 $7,648 - $8,949
39 Added 1.39%
2,846 $575 Million
Q4 2024

Jan 31, 2025
BUY
$201.32 - $217.44 $565,105 - $610,354
2,807 New
2,807 $581 Million

Others Institutions Holding MTUM

# of Institutions
989
Shares Held
76.2M
Call Options Held
848K
Put Options Held
507K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
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