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 $588,524. This represents 0.52% of its overall portfolio holdings.

Number of Shares
2,846
Previous 2,807 1.39%
Holding current value
$588,524
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
964
Shares Held
67.1M
Call Options Held
203K
Put Options Held
3.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Joel Adams & Associates, Inc. Portfolio

Follow Joel Adams & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Adams & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Joel Adams & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email