Life Steps Financial, Inc. Ishares Msci Usa Momentum Fact Transaction History

Life Steps Financial, Inc.

  • $130 Million
  • Q4 2024

A detailed history of Life Steps Financial, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Life Steps Financial, Inc. holds 2,042 shares of MTUM stock, worth $449,076. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,042
Previous 2,161 5.51%
Holding current value
$449,076
Previous $438,000 3.65%
% of portfolio
0.32%
Previous 0.34%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$201.32 - $217.44 $23,957 - $25,875
-119 Reduced 5.51%
2,042 $422,000
Q4 2023

Jan 18, 2024
BUY
$135.38 - $157.63 $2,978 - $3,467
22 Added 1.03%
2,161 $339,000
Q4 2022

Jan 18, 2023
SELL
$134.21 - $152.76 $1,878 - $2,138
-14 Reduced 0.65%
2,139 $0
Q1 2022

Apr 12, 2022
SELL
$150.07 - $182.21 $4,952 - $6,012
-33 Reduced 1.51%
2,153 $362,000
Q2 2020

Aug 05, 2020
SELL
$101.08 - $131.0 $19,508 - $25,283
-193 Reduced 8.11%
2,186 $286,000
Q1 2020

May 21, 2020
SELL
$90.36 - $137.08 $19,337 - $29,335
-214 Reduced 8.25%
2,379 $253,000
Q4 2019

Jan 30, 2020
BUY
$115.87 - $125.91 $300,450 - $326,484
2,593 New
2,593 $326,000

Others Institutions Holding MTUM

# of Institutions
938
Shares Held
67.7M
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 Life Steps Financial, Inc. Portfolio

Follow Life Steps Financial, 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 Life Steps Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Steps Financial, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email