Richardson Financial Services Inc. Ishares Msci Usa Momentum Fact Transaction History

Richardson Financial Services Inc.

  • $131 Billion
  • Q1 2025

A detailed history of Richardson Financial Services Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Richardson Financial Services Inc. holds 414 shares of MTUM stock, worth $95,857. This represents 0.06% of its overall portfolio holdings.

Number of Shares
414
Previous 379 9.23%
Holding current value
$95,857
Previous $78.8 Million 6.21%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$196.12 - $229.48 $6,864 - $8,031
35 Added 9.23%
414 $83.7 Million
Q4 2024

Jan 24, 2025
BUY
$201.32 - $217.44 $5,033 - $5,436
25 Added 7.06%
379 $78.8 Million
Q2 2024

Aug 12, 2024
SELL
$173.58 - $198.8 $18,746 - $21,470
-108 Reduced 23.38%
354 $69 Million
Q1 2024

May 03, 2024
BUY
$152.32 - $189.2 $15,841 - $19,676
104 Added 29.05%
462 $86.6 Million
Q4 2023

Mar 04, 2024
BUY
$135.38 - $157.63 $48,466 - $56,431
358 New
358 $56.2 Million

Others Institutions Holding MTUM

# of Institutions
989
Shares Held
76.2M
Call Options Held
848K
Put Options Held
507K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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