Beacon Financial Planning, Inc Ishares Msci Usa Momentum Fact Transaction History

Beacon Financial Planning, Inc

  • $193 Billion
  • Q3 2025

A detailed history of Beacon Financial Planning, Inc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 7,468 shares of MTUM stock, worth $1.84 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
7,468
Previous 7,085 5.41%
Holding current value
$1.84 Million
Previous $1.7 Billion 12.49%
% of portfolio
0.99%
Previous 0.95%

Shares

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

Oct 27, 2025
BUY
$236.25 - $257.69 $90,483 - $98,695
383 Added 5.41%
7,468 $1.92 Billion
Q2 2025

Jul 15, 2025
SELL
$180.84 - $240.32 $57,326 - $76,181
-317 Reduced 4.28%
7,085 $1.7 Billion
Q1 2025

Apr 24, 2025
BUY
$196.12 - $229.48 $209,063 - $244,625
1,066 Added 16.82%
7,402 $1.5 Billion
Q4 2024

Jan 27, 2025
BUY
$201.32 - $217.44 $817,963 - $883,458
4,063 Added 178.75%
6,336 $1.31 Billion
Q3 2024

Oct 24, 2024
BUY
$175.46 - $203.3 $398,820 - $462,100
2,273 New
2,273 $461 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

MTUM Quotes by TradingView
  • Ticker MTUM
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