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

Richardson Financial Services Inc.

$149 Billion
Q2 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 703 shares of MTUM stock, worth $178,224. This represents 0.11% of its overall portfolio holdings.

Number of Shares

703

Previous 414 69.81%

Holding current value

$178,224

Previous $83.7 Million 98.94%

% of portfolio

0.11%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$180.84 - $240.32 $52,262 - $69,452	289 Added 69.81%	703 $166 Million
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

1,072

Shares Held

70.9M

Call Options Held

229K

Put Options Held

1.12M

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About ISHARES MSCI USA MOMENTUM FACT

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