Sweeney & Michel, LLC Ishares Msci Usa Momentum Fact Transaction History

Sweeney & Michel, LLC

  • $282 Billion
  • Q2 2025

A detailed history of Sweeney & Michel, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sweeney & Michel, LLC holds 9,874 shares of MTUM stock, worth $2.5 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
9,874
Previous 10,074 1.99%
Holding current value
$2.5 Million
Previous $1.82 Billion 28.05%
% of portfolio
0.83%
Previous 0.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$180.84 - $240.32 $36,168 - $48,064
-200 Reduced 1.99%
9,874 $2.33 Billion
Q1 2025

Apr 09, 2025
SELL
$196.12 - $229.48 $54,129 - $63,336
-276 Reduced 2.67%
10,074 $1.82 Billion
Q3 2024

Oct 21, 2024
SELL
$175.46 - $203.3 $59,305 - $68,715
-338 Reduced 3.16%
10,350 $2.17 Billion
Q2 2024

Jul 10, 2024
BUY
$173.58 - $198.8 $47,387 - $54,272
273 Added 2.62%
10,688 $2.14 Billion
Q1 2024

May 15, 2024
BUY
$152.32 - $189.2 $1.59 Million - $1.97 Million
10,415 New
10,415 $1.93 Billion

Others Institutions Holding MTUM

# of Institutions
1,094
Shares Held
71.3M
Call Options Held
230K
Put Options Held
1.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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  • Ticker MTUM
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