Blue Rock Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History
Blue Rock Wealth Management LLC
- $161 Billion
- Q3 2025
A detailed history of Blue Rock Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 4,518 shares of MTUM stock, worth $1.11 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
4,518
Previous 4,518
-0.0%
Holding current value
$1.11 Million
Previous $913 Million
26.87%
% of portfolio
0.72%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding MTUM
# of Institutions
1,106Shares Held
65.9MCall Options Held
456KPut Options Held
930K-
Mercer Global Advisors Inc Denver, CO7.6MShares$1.87 Billion3.32% of portfolio
-
Envestnet Asset Management Inc6.19MShares$1.52 Billion0.49% of portfolio
-
Morgan Stanley New York, NY3.26MShares$802 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.06MShares$754 Million0.26% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.64MShares$649 Million0.21% of portfolio