Convergence Financial, LLC Ishares Msci Usa Momentum Fact Transaction History

Convergence Financial, LLC

$666 Billion
Q3 2025

A detailed history of Convergence Financial, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Convergence Financial, LLC holds 81,660 shares of MTUM stock, worth $20.1 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares

81,660

Previous 73,191 11.57%

Holding current value

$20.1 Million

Previous $17.6 Billion 19.06%

% of portfolio

3.14%

Previous 3.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$236.25 - $257.69 $2 Million - $2.18 Million	8,469 Added 11.57%	81,660 $20.9 Billion
Q2 2025 Aug 05, 2025	BUY	$180.84 - $240.32 $924,092 - $1.23 Million	5,110 Added 7.51%	73,191 $17.6 Billion
Q1 2025 Apr 24, 2025	BUY	$196.12 - $229.48 $426,561 - $499,119	2,175 Added 3.3%	68,081 $13.8 Billion
Q4 2024 Feb 04, 2025	BUY	$201.32 - $217.44 $514,573 - $555,776	2,556 Added 4.03%	65,906 $13.6 Billion
Q3 2024 Oct 23, 2024	BUY	$175.46 - $203.3 $11.1 Million - $12.9 Million	63,350 New	63,350 $12.8 Billion

Others Institutions Holding MTUM

# of Institutions

1,110

Shares Held

65.7M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Convergence Financial, LLC Ishares Msci Usa Momentum Fact Transaction History