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

Joel Adams & Associates, Inc.

  • $113 Billion
  • Q2 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 2,764 shares of MTUM stock, worth $707,362. This represents 0.59% of its overall portfolio holdings.

Number of Shares
2,764
Previous 2,846 2.88%
Holding current value
$707,362
Previous $575 Million 15.46%
% of portfolio
0.59%
Previous 0.52%

Shares

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

Jul 25, 2025
SELL
$180.84 - $240.32 $14,828 - $19,706
-82 Reduced 2.88%
2,764 $664 Million
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
1,072
Shares Held
70.9M
Call Options Held
229K
Put Options Held
1.12M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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