Cornerstone Planning Group LLC Ishares Msci Usa Momentum Fact Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 4,268 shares of MTUM stock, worth $1.05 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,268

Previous 62 6783.87%

Holding current value

$1.05 Million

Previous $15 Million 7139.01%

% of portfolio

0.17%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$236.25 - $257.69 $993,667 - $1.08 Million	4,206 Added 6783.87%	4,268 $1.08 Billion
Q2 2025 Aug 11, 2025	SELL	$180.84 - $240.32 $15,733 - $20,907	-87 Reduced 58.39%	62 $15 Million
Q1 2025 Apr 30, 2025	BUY	$196.12 - $229.48 $17,062 - $19,964	87 Added 140.32%	149 $29.8 Million
Q4 2024 Jan 29, 2025	BUY	$201.32 - $217.44 $12,481 - $13,481	62 New	62 $13.3 Million
Q2 2024 Aug 13, 2024	SELL	$173.58 - $198.8 $9,546 - $10,934	-55 Reduced 44.0%	70 $12.1 Million

Q1 2024 May 07, 2024	SELL	$152.32 - $189.2 $30,159 - $37,461	-198 Reduced 61.3%	125 $22.5 Million
Q4 2023 Feb 12, 2024	SELL	$135.38 - $157.63 $13,673 - $15,920	-101 Reduced 23.82%	323 $50.7 Million
Q2 2023 Aug 15, 2023	SELL	$135.5 - $144.47 $99,999 - $106,618	-738 Reduced 63.51%	424 $61.2 Million
Q4 2022 Feb 14, 2023	BUY	$134.21 - $152.76 $155,952 - $177,507	1,162 New	1,162 $166 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

Ticker MTUM
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Cornerstone Planning Group LLC Ishares Msci Usa Momentum Fact Transaction History