Commonwealth Retirement Investments LLC Ishares Msci Usa Momentum Fact Transaction History

Commonwealth Retirement Investments LLC

  • $294 Billion
  • Q3 2025

A detailed history of Commonwealth Retirement Investments LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Commonwealth Retirement Investments LLC holds 3,451 shares of MTUM stock, worth $849,187. This represents 0.3% of its overall portfolio holdings.

Number of Shares
3,451
Previous 3,118 10.68%
Holding current value
$849,187
Previous $749 Million 18.11%
% of portfolio
0.3%
Previous 0.28%

Shares

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

Nov 04, 2025
BUY
$236.25 - $257.69 $78,671 - $85,810
333 Added 10.68%
3,451 $885 Million
Q2 2025

Aug 05, 2025
BUY
$180.84 - $240.32 $16,998 - $22,590
94 Added 3.11%
3,118 $749 Million
Q1 2025

May 09, 2025
BUY
$196.12 - $229.48 $30,202 - $35,339
154 Added 5.37%
3,024 $611 Million
Q4 2024

Feb 04, 2025
BUY
$201.32 - $217.44 $577,788 - $624,052
2,870 New
2,870 $594 Million
Q4 2022

Feb 07, 2023
BUY
$134.21 - $152.76 $325,861 - $370,901
2,428 New
2,428 $354 Million

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
65.7M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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