Keystone Financial Services Ishares Msci Usa Momentum Fact Transaction History

Keystone Financial Services

$276 Million
Q2 2025

A detailed history of Keystone Financial Services transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Keystone Financial Services holds 25,693 shares of MTUM stock, worth $6.31 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares

25,693

Previous 26,574 3.32%

Holding current value

$6.31 Million

Previous $5.37 Million 14.95%

% of portfolio

2.24%

Previous 2.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 06, 2025	SELL	$180.84 - $240.32 $159,320 - $211,721	-881 Reduced 3.32%	25,693 $6.17 Million
Q1 2025 Apr 22, 2025	BUY	$196.12 - $229.48 $4.91 Million - $5.75 Million	25,057 Added 1651.75%	26,574 $5.37 Million
Q4 2024 Jan 30, 2025	BUY	$201.32 - $217.44 $305,402 - $329,856	1,517 New	1,517 $313,000
Q4 2022 Feb 01, 2023	BUY	$134.21 - $152.76 $91,262 - $103,876	680 Added 3.01%	23,291 $3.4 Million
Q3 2022 Oct 28, 2022	BUY	$131.18 - $147.67 $2.97 Million - $3.34 Million	22,611 New	22,611 $3.28 Million
Q1 2022 May 10, 2022	SELL	$150.07 - $182.21 $275,678 - $334,719	-1,837 Closed	0 $0
Q4 2021 Feb 01, 2022	BUY	$173.56 - $193.75 $318,829 - $355,918	1,837 New	1,837 $334,000

Others Institutions Holding MTUM

# of Institutions

1,043

Shares Held

68.5M

Call Options Held

869K

Put Options Held

555K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Keystone Financial Services Ishares Msci Usa Momentum Fact Transaction History