Sage View Advisory Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 12,447 shares of MTUM stock, worth $3 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,447

Previous 12,359 0.71%

Holding current value

$3 Million

Previous $2.56 Billion 1.62%

% of portfolio

0.11%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$196.12 - $229.48 $17,258 - $20,194	88 Added 0.71%	12,447 $2.52 Billion
Q4 2024 Feb 13, 2025	SELL	$201.32 - $217.44 $174,544 - $188,520	-867 Reduced 6.56%	12,359 $2.56 Billion
Q3 2024 Nov 14, 2024	SELL	$175.46 - $203.3 $295,474 - $342,357	-1,684 Reduced 11.29%	13,226 $2.68 Billion
Q2 2024 Aug 14, 2024	BUY	$173.58 - $198.8 $2.59 Million - $2.96 Million	14,910 New	14,910 $2.91 Billion
Q4 2023 Feb 09, 2024	SELL	$135.38 - $157.63 $663,362 - $772,387	-4,900 Reduced 21.13%	18,291 $3.09 Billion
Q3 2023 Nov 02, 2023	SELL	$138.94 - $147.4 $440,161 - $466,963	-3,168 Reduced 12.02%	23,191 $3.24 Billion
Q2 2023 Aug 11, 2023	SELL	$135.5 - $144.47 $1.01 Million - $1.08 Million	-7,460 Reduced 22.06%	26,359 $3.8 Billion
Q1 2023 May 01, 2023	SELL	$133.17 - $146.27 $2.31 Million - $2.54 Million	-17,354 Reduced 33.91%	33,819 $4.7 Billion
Q4 2022 Feb 14, 2023	BUY	$134.21 - $152.76 $6.87 Million - $7.82 Million	51,173 New	51,173 $7.47 Billion

Others Institutions Holding MTUM

# of Institutions

1,019

Shares Held

67.6M

Call Options Held

848K

Put Options Held

507K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Sage View Advisory Group, LLC Ishares Msci Usa Momentum Fact Transaction History