Savvy Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History

Savvy Advisors, Inc.

$2.09 Billion
Q3 2025

A detailed history of Savvy Advisors, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Savvy Advisors, Inc. holds 94,045 shares of MTUM stock, worth $23.1 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

94,045

Previous 30,041 213.06%

Holding current value

$23.1 Million

Previous $7.22 Million 234.08%

% of portfolio

1.15%

Previous 0.5%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$236.25 - $257.69 $15.1 Million - $16.5 Million	64,004 Added 213.06%	94,045 $24.1 Million
Q2 2025 Aug 04, 2025	BUY	$180.84 - $240.32 $965,143 - $1.28 Million	5,337 Added 21.6%	30,041 $7.22 Million
Q1 2025 May 12, 2025	BUY	$196.12 - $229.48 $3.95 Million - $4.62 Million	20,144 Added 441.75%	24,704 $4.99 Million
Q4 2024 Feb 13, 2025	BUY	$201.32 - $217.44 $918,019 - $991,526	4,560 New	4,560 $943,000

Others Institutions Holding MTUM

# of Institutions

1,108

Shares Held

64.5M

Call Options Held

388K

Put Options Held

924K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Account

Savvy Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History