Beacon Financial Group Ishares Msci Usa Momentum Fact Transaction History

Beacon Financial Group

  • $944 Million
  • Q3 2025

A detailed history of Beacon Financial Group transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Beacon Financial Group holds 22,212 shares of MTUM stock, worth $5.47 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
22,212
Previous 20,009 11.01%
Holding current value
$5.47 Million
Previous $4.81 Million 18.47%
% of portfolio
0.6%
Previous 0.54%

Shares

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

Oct 07, 2025
BUY
$236.25 - $257.69 $520,458 - $567,691
2,203 Added 11.01%
22,212 $5.7 Million
Q2 2025

Jul 09, 2025
BUY
$180.84 - $240.32 $200,732 - $266,755
1,110 Added 5.87%
20,009 $4.81 Million
Q1 2025

Apr 10, 2025
BUY
$196.12 - $229.48 $534,230 - $625,103
2,724 Added 16.84%
18,899 $3.8 Million
Q4 2024

Jan 29, 2025
BUY
$201.32 - $217.44 $3.26 Million - $3.52 Million
16,175 New
16,175 $3.35 Million
Q4 2023

Feb 23, 2024
BUY
$135.38 - $157.63 $1.11 Million - $1.29 Million
8,189 New
8,189 $1.28 Million
Q4 2018

Jan 16, 2019
SELL
$92.8 - $119.62 $4.38 Million - $5.65 Million
-47,232 Closed
0 $0
Q3 2018

Oct 10, 2018
SELL
$109.27 - $119.0 $245,966 - $267,869
-2,251 Reduced 4.55%
47,232 $5.62 Million
Q2 2018

Jul 11, 2018
BUY
$102.58 - $114.35 $366,928 - $409,029
3,577 Added 7.79%
49,483 $5.43 Million
Q1 2018

Apr 06, 2018
BUY
$101.94 - $113.56 $4.68 Million - $5.21 Million
45,906 New
45,906 $4.86 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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