Moneco Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Moneco Advisors, LLC

$938 Million
Q1 2025

A detailed history of Moneco Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Moneco Advisors, LLC holds 5,087 shares of MTUM stock, worth $1.2 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,087

Previous 5,395 5.71%

Holding current value

$1.2 Million

Previous $1.12 Million 7.89%

% of portfolio

0.11%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$196.12 - $229.48 $60,404 - $70,679	-308 Reduced 5.71%	5,087 $1.03 Million
Q4 2024 Feb 03, 2025	SELL	$201.32 - $217.44 $64,221 - $69,363	-319 Reduced 5.58%	5,395 $1.12 Million
Q3 2024 Oct 24, 2024	SELL	$175.46 - $203.3 $25,266 - $29,275	-144 Reduced 2.46%	5,714 $1.16 Million
Q2 2024 Jul 19, 2024	SELL	$173.58 - $198.8 $3,124 - $3,578	-18 Reduced 0.31%	5,858 $1.14 Million
Q1 2024 Apr 25, 2024	BUY	$152.32 - $189.2 $206,545 - $256,555	1,356 Added 30.0%	5,876 $1.1 Million
Q4 2023 Mar 13, 2024	SELL	$135.38 - $157.63 $7,716 - $8,984	-57 Reduced 1.25%	4,520 $709,000
Q4 2023 Feb 05, 2024	BUY	$135.38 - $157.63 $619,634 - $721,472	4,577 New	4,577 $718,000

Others Institutions Holding MTUM

# of Institutions

1,003

Shares Held

77.5M

Call Options Held

848K

Put Options Held

507K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Moneco Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History