Mallini Complete Financial Planning LLC Ishares Msci Usa Momentum Fact Transaction History

Mallini Complete Financial Planning LLC

  • $124 Billion
  • Q4 2025

A detailed history of Mallini Complete Financial Planning LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Mallini Complete Financial Planning LLC holds 2,211 shares of MTUM stock, worth $544,060. This represents 0.44% of its overall portfolio holdings.

Number of Shares
2,211
Previous 2,210 0.05%
Holding current value
$544,060
Previous $234 Million 137.02%
% of portfolio
0.44%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 06, 2026
BUY
$245.79 - $258.02 $245 - $258
1 Added 0.05%
2,211 $553 Million
Q3 2025

Oct 20, 2025
BUY
$236.25 - $257.69 $236 - $257
1 Added 0.05%
2,210 $234 Million
Q2 2025

Jul 11, 2025
BUY
$180.84 - $240.32 $31,827 - $42,296
176 Added 8.66%
2,209 $531 Million
Q1 2025

Apr 24, 2025
BUY
$196.12 - $229.48 $196 - $229
1 Added 0.05%
2,033 $411 Million
Q4 2024

Feb 10, 2025
BUY
$201.32 - $217.44 $409,082 - $441,838
2,032 New
2,032 $420 Million

Others Institutions Holding MTUM

# of Institutions
1,108
Shares Held
65.9M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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