Sovran Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Sovran Advisors, LLC

  • $1.18 Trillion
  • Q4 2025

A detailed history of Sovran Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sovran Advisors, LLC holds 21,115 shares of MTUM stock, worth $5.2 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
21,115
Previous 16,855 25.27%
Holding current value
$5.2 Million
Previous $4.27 Billion 27.08%
% of portfolio
0.46%
Previous 0.38%

Shares

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

Jan 20, 2026
BUY
$245.79 - $258.02 $1.05 Million - $1.1 Million
4,260 Added 25.27%
21,115 $5.43 Billion
Q3 2025

Oct 31, 2025
BUY
$236.25 - $257.69 $803,250 - $876,146
3,400 Added 25.27%
16,855 $4.27 Billion
Q2 2025

Jul 09, 2025
SELL
$180.84 - $240.32 $160,043 - $212,683
-885 Reduced 6.17%
13,455 $3.18 Billion
Q1 2025

Apr 24, 2025
BUY
$196.12 - $229.48 $1.02 Million - $1.19 Million
5,192 Added 56.76%
14,340 $2.8 Billion
Q4 2024

Jan 29, 2025
BUY
$201.32 - $217.44 $1.84 Million - $1.99 Million
9,148 New
9,148 $1.91 Billion

Others Institutions Holding MTUM

# of Institutions
1,115
Shares Held
66.3M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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