Summit Financial, LLC Ishares Msci Usa Momentum Fact Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Summit Financial, LLC holds 6,743 shares of MTUM stock, worth $1.66 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,743
Previous 3,028 122.69%
Holding current value
$1.66 Million
Previous $727,000 137.83%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$236.25 - $257.69 $877,668 - $957,318
3,715 Added 122.69%
6,743 $1.73 Million
Q2 2025

Aug 13, 2025
BUY
$180.84 - $240.32 $243,591 - $323,711
1,347 Added 80.13%
3,028 $727,000
Q1 2025

May 14, 2025
BUY
$196.12 - $229.48 $329,677 - $385,755
1,681 New
1,681 $339,000

Others Institutions Holding MTUM

# of Institutions
1,106
Shares Held
65.9M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
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