Concurrent Investment Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 44,307 shares of MTUM stock, worth $10.9 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
44,307
Previous 17,914 147.33%
Holding current value
$10.9 Million
Previous $4.31 Billion 163.94%
% of portfolio
0.19%
Previous 0.08%

Shares

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

Oct 27, 2025
BUY
$236.25 - $257.69 $6.24 Million - $6.8 Million
26,393 Added 147.33%
44,307 $11.4 Billion
Q2 2025

Jul 25, 2025
BUY
$180.84 - $240.32 $1.57 Million - $2.09 Million
8,699 Added 94.4%
17,914 $4.31 Billion
Q1 2025

Apr 29, 2025
BUY
$196.12 - $229.48 $1.06 Million - $1.24 Million
5,388 Added 140.79%
9,215 $1.86 Billion
Q4 2024

Feb 03, 2025
BUY
$201.32 - $217.44 $378,078 - $408,352
1,878 Added 96.36%
3,827 $792 Million
Q3 2024

Oct 30, 2024
BUY
$175.46 - $203.3 $58,603 - $67,902
334 Added 20.68%
1,949 $395 Million
Q2 2024

Jul 30, 2024
SELL
$173.58 - $198.8 $51,206 - $58,646
-295 Reduced 15.45%
1,615 $315 Million
Q1 2024

May 07, 2024
SELL
$152.32 - $189.2 $28,483 - $35,380
-187 Reduced 8.92%
1,910 $358 Million
Q4 2023

Apr 15, 2024
BUY
$135.38 - $157.63 $283,891 - $330,550
2,097 New
2,097 $329 Million

Others Institutions Holding MTUM

# of Institutions
1,108
Shares Held
66M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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