Stephens Consulting, LLC Ishares Msci Usa Momentum Fact Transaction History

Stephens Consulting, LLC

  • $422 Billion
  • Q2 2025

A detailed history of Stephens Consulting, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Stephens Consulting, LLC holds 894 shares of MTUM stock, worth $215,713. This represents 0.05% of its overall portfolio holdings.

Number of Shares
894
Previous 894 -0.0%
Holding current value
$215,713
Previous $181 Million 18.89%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
SELL
$152.32 - $189.2 $11,424 - $14,190
-75 Reduced 7.74%
894 $167 Million
Q4 2023

Feb 01, 2024
SELL
$135.38 - $157.63 $69,314 - $80,706
-512 Reduced 34.57%
969 $152 Million
Q3 2023

Oct 25, 2023
BUY
$138.94 - $147.4 $6,530 - $6,927
47 Added 3.28%
1,481 $207 Million
Q2 2023

Jul 20, 2023
SELL
$135.5 - $144.47 $11,788 - $12,568
-87 Reduced 5.72%
1,434 $207 Million
Q1 2023

Apr 19, 2023
SELL
$133.17 - $146.27 $7,191 - $7,898
-54 Reduced 3.43%
1,521 $211 Million
Q4 2022

Jan 19, 2023
SELL
$134.21 - $152.76 $125,083 - $142,372
-932 Reduced 37.18%
1,575 $230 Million
Q3 2022

Jan 19, 2023
SELL
$131.18 - $147.67 $22,169 - $24,956
-169 Reduced 6.32%
2,507 $329 Million
Q2 2022

Jan 19, 2023
SELL
$130.25 - $170.4 $672,090 - $879,264
-5,160 Reduced 65.85%
2,676 $365 Million
Q1 2022

Jan 19, 2023
SELL
$150.07 - $182.21 $364,069 - $442,041
-2,426 Reduced 23.64%
7,836 $1.32 Billion
Q4 2021

Jan 19, 2023
BUY
$173.56 - $193.75 $1.78 Million - $1.99 Million
10,262 New
10,262 $1.87 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

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Stephens Consulting, LLC Portfolio

Follow Stephens Consulting, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stephens Consulting, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stephens Consulting, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email