Sandy Spring Bank Ishares Msci Usa Momentum Fact Transaction History

Sandy Spring Bank

$2.33 Billion
Q1 2025

A detailed history of Sandy Spring Bank transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sandy Spring Bank holds 3 shares of MTUM stock, worth $738. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$738

% of portfolio

0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$196.12 - $229.48 $588 - $688	3 New	3 $0
Q2 2024 Aug 06, 2024	SELL	$173.58 - $198.8 $3,298 - $3,777	-19 Reduced 41.3%	27 $5,000
Q1 2024 May 08, 2024	BUY	$152.32 - $189.2 $7,006 - $8,703	46 New	46 $8,000
Q4 2022 Feb 10, 2023	SELL	$134.21 - $152.76 $10,468 - $11,915	-78 Reduced 43.82%	100 $14,000
Q2 2022 Jul 21, 2022	SELL	$130.25 - $170.4 $13,025 - $17,040	-100 Reduced 35.97%	178 $25,000

Q1 2022 May 03, 2022	SELL	$150.07 - $182.21 $27,012 - $32,797	-180 Reduced 39.3%	278 $47,000
Q4 2021 Feb 11, 2022	SELL	$173.56 - $193.75 $5,553 - $6,200	-32 Reduced 6.53%	458 $83,000
Q2 2021 Aug 09, 2021	SELL	$159.69 - $175.61 $9,581 - $10,536	-60 Reduced 10.91%	490 $85,000
Q1 2021 May 03, 2021	BUY	$150.0 - $178.04 $4,800 - $5,697	32 Added 6.18%	550 $88,000
Q3 2020 Nov 09, 2020	BUY	$132.78 - $156.38 $13,278 - $15,638	100 Added 23.92%	518 $77,000
Q2 2020 Aug 12, 2020	BUY	$101.08 - $131.0 $42,251 - $54,758	418 New	418 $55,000

Others Institutions Holding MTUM

# of Institutions

1,106

Shares Held

65.9M

Call Options Held

456K

Put Options Held

930K

Mercer Global Advisors Inc Denver, CO

7.6M
Shares

$1.87 Billion
3.32% of portfolio
Envestnet Asset Management Inc

6.19M
Shares

$1.52 Billion
0.49% of portfolio
Morgan Stanley New York, NY

3.26M
Shares

$802 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.06M
Shares

$754 Million
0.26% of portfolio
Lpl Financial LLC Fort Mill, SC

2.64M
Shares

$649 Million
0.21% of portfolio

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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