Plotkin Financial Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Plotkin Financial Advisors, LLC

$181 Billion
Q2 2025

A detailed history of Plotkin Financial Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 19,373 shares of MTUM stock, worth $4.9 Million. This represents 2.57% of its overall portfolio holdings.

Number of Shares

19,373

Previous 19,592 1.12%

Holding current value

$4.9 Million

Previous $3.96 Billion 17.56%

% of portfolio

2.57%

Previous 2.43%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$180.84 - $240.32 $39,603 - $52,630	-219 Reduced 1.12%	19,373 $4.66 Billion
Q1 2025 May 15, 2025	SELL	$196.12 - $229.48 $29,221 - $34,192	-149 Reduced 0.75%	19,592 $3.96 Billion
Q4 2024 Mar 05, 2025	SELL	$201.32 - $217.44 $55,765 - $60,230	-277 Reduced 1.38%	19,741 $4.08 Billion
Q3 2024 Nov 14, 2024	BUY	$175.46 - $203.3 $3.51 Million - $4.07 Million	20,018 New	20,018 $4.06 Billion
Q2 2024 Nov 14, 2024	SELL	$173.58 - $198.8 $10,588 - $12,126	-61 Reduced 0.3%	20,264 $3.95 Billion
Q1 2024 Nov 14, 2024	SELL	$152.32 - $189.2 $81,491 - $101,222	-535 Reduced 2.56%	20,325 $3.81 Billion
Q4 2023 Nov 14, 2024	SELL	$135.38 - $157.63 $390,435 - $454,604	-2,884 Reduced 12.15%	20,860 $3.27 Billion
Q3 2023 Nov 14, 2024	SELL	$138.94 - $147.4 $155,057 - $164,498	-1,116 Reduced 4.49%	23,744 $3.32 Billion
Q2 2023 Nov 14, 2024	SELL	$135.5 - $144.47 $223,710 - $238,519	-1,651 Reduced 6.23%	24,860 $3.59 Billion
Q1 2023 Nov 14, 2024	SELL	$133.17 - $146.27 $115,058 - $126,377	-864 Reduced 3.16%	26,511 $3.69 Billion
Q4 2022 Nov 14, 2024	SELL	$134.21 - $152.76 $402 - $458	-3 Reduced 0.01%	27,375 $3.99 Billion
Q3 2022 Nov 14, 2024	SELL	$131.18 - $147.67 $84,873 - $95,542	-647 Reduced 2.31%	27,378 $3.59 Billion
Q2 2022 Nov 14, 2024	SELL	$130.25 - $170.4 $387,103 - $506,428	-2,972 Reduced 9.59%	28,025 $3.82 Billion
Q1 2022 Nov 14, 2024	SELL	$150.07 - $182.21 $211,448 - $256,733	-1,409 Reduced 4.35%	30,997 $5.22 Billion
Q4 2021 Nov 14, 2024	SELL	$173.56 - $193.75 $54,844 - $61,225	-316 Reduced 0.97%	32,406 $5.89 Billion
Q3 2021 Nov 14, 2024	SELL	$167.02 - $183.38 $322,014 - $353,556	-1,928 Reduced 5.56%	32,722 $5.75 Billion
Q2 2021 Nov 14, 2024	SELL	$159.69 - $175.61 $129,508 - $142,419	-811 Reduced 2.29%	34,650 $6.01 Billion
Q1 2021 Nov 14, 2024	SELL	$150.0 - $178.04 $828,750 - $983,671	-5,525 Reduced 13.48%	35,461 $5.7 Billion
Q4 2020 Nov 14, 2024	BUY	$141.23 - $162.85 $2.22 Million - $2.56 Million	15,733 Added 62.3%	40,986 $6.61 Billion
Q3 2020 Nov 14, 2024	SELL	$132.78 - $156.38 $2.46 Million - $2.9 Million	-18,539 Reduced 42.33%	25,253 $3.72 Billion
Q2 2020 Nov 14, 2024	SELL	$101.08 - $131.0 $249,263 - $323,046	-2,466 Reduced 5.33%	43,792 $5.74 Billion
Q1 2020 Nov 14, 2024	SELL	$90.36 - $137.08 $228,972 - $347,360	-2,534 Reduced 5.19%	46,258 $4.93 Billion
Q4 2019 Nov 14, 2024	BUY	$115.87 - $125.91 $3.33 Million - $3.62 Million	28,774 Added 143.74%	48,792 $6.13 Billion

Others Institutions Holding MTUM

# of Institutions

1,080

Shares Held

71.2M

Call Options Held

230K

Put Options Held

1.11M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

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Plotkin Financial Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History