Berbice Capital Management LLC Ishares Msci Usa Momentum Fact Transaction History

Berbice Capital Management LLC

  • $162 Billion
  • Q3 2025

A detailed history of Berbice Capital Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Berbice Capital Management LLC holds 6,609 shares of MTUM stock, worth $1.63 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
6,609
Previous 7,609 13.14%
Holding current value
$1.63 Million
Previous $1.83 Billion 7.31%
% of portfolio
1.04%
Previous 1.28%

Shares

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

Nov 12, 2025
SELL
$236.25 - $257.69 $236,250 - $257,690
-1,000 Reduced 13.14%
6,609 $1.69 Billion
Q2 2025

Aug 13, 2025
BUY
$180.84 - $240.32 $294,226 - $391,000
1,627 Added 27.2%
7,609 $1.83 Billion
Q1 2025

May 01, 2025
BUY
$196.12 - $229.48 $109,238 - $127,820
557 Added 10.27%
5,982 $1.21 Billion
Q4 2024

Jan 21, 2025
BUY
$201.32 - $217.44 $1.09 Million - $1.18 Million
5,425 New
5,425 $1.12 Billion

Others Institutions Holding MTUM

# of Institutions
1,107
Shares Held
65.8M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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