Sierra Ocean, LLC Ishares Msci Usa Momentum Fact Transaction History

Sierra Ocean, LLC

$122 Billion
Q4 2024

A detailed history of Sierra Ocean, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sierra Ocean, LLC holds 1,710 shares of MTUM stock, worth $386,631. This represents 0.29% of its overall portfolio holdings.

Number of Shares

1,710

Holding current value

$386,631

% of portfolio

0.29%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$201.32 - $217.44 $344,257 - $371,822	1,710 New	1,710 $354 Million

Others Institutions Holding MTUM

# of Institutions

863

Shares Held

54.6M

Call Options Held

265K

Put Options Held

780K

Envestnet Asset Management Inc

7.96M
Shares

$1.8 Billion
0.53% of portfolio
Mercer Global Advisors Inc Denver, CO

7.92M
Shares

$1.79 Billion
3.52% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.78M
Shares

$628 Million
0.22% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$541 Million
0.3% of portfolio
Assetmark, Inc

1.75M
Shares

$396 Million
1.0% of portfolio

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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