Sequoia Financial Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 108,546 shares of MTUM stock, worth $27 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

108,546

Holding current value

$27 Million

% of portfolio

0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$236.25 - $257.69 $25.6 Million - $28 Million	108,546 New	108,546 $27.8 Million
Q2 2025 Jul 25, 2025	SELL	$180.84 - $240.32 $5.99 Million - $7.97 Million	-33,149 Reduced 23.69%	106,754 $25.7 Million
Q1 2025 Apr 23, 2025	SELL	$196.12 - $229.48 $5.17 Million - $6.05 Million	-26,364 Reduced 15.86%	139,903 $28.3 Million
Q4 2024 Aug 08, 2025	BUY	$201.32 - $217.44 $12 Million - $12.9 Million	59,513 Added 55.75%	166,267 $34.4 Million
Q4 2024 Feb 07, 2025	BUY	$201.32 - $217.44 $33.5 Million - $36.2 Million	166,267 New	166,267 $34.4 Million
Q4 2018 Feb 14, 2019	SELL	$92.8 - $119.62 $283,504 - $365,439	-3,055 Closed	0 $0
Q1 2018 May 14, 2018	BUY	$101.94 - $113.56 $311,426 - $346,925	3,055 New	3,055 $324,000

Others Institutions Holding MTUM

# of Institutions

1,098

Shares Held

71.4M

Call Options Held

230K

Put Options Held

1.11M

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 Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History