Summit Investment Advisory Services, LLC Ishares Msci Usa Momentum Fact Transaction History

Summit Investment Advisory Services, LLC

  • $194 Billion
  • Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 1,112 shares of MTUM stock, worth $227,659. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,112
Previous 1,109 0.27%
Holding current value
$227,659
Previous $225 Million 2.33%
% of portfolio
0.12%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$201.32 - $217.44 $603 - $652
3 Added 0.27%
1,112 $230 Million
Q3 2024

Oct 16, 2024
BUY
$175.46 - $203.3 $194,585 - $225,459
1,109 New
1,109 $225 Million
Q1 2024

Apr 18, 2024
BUY
$152.32 - $189.2 $168,618 - $209,444
1,107 New
1,107 $207 Million

Others Institutions Holding MTUM

# of Institutions
948
Shares Held
67.7M
Call Options Held
203K
Put Options Held
3.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
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