Ehrlich Financial Group Ishares Msci Usa Momentum Fact Transaction History

Ehrlich Financial Group

  • $168 Billion
  • Q3 2025

A detailed history of Ehrlich Financial Group transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Ehrlich Financial Group holds 8,634 shares of MTUM stock, worth $2.12 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
8,634
Previous 8,149 5.95%
Holding current value
$2.12 Million
Previous $1.96 Billion 13.05%
% of portfolio
1.31%
Previous 1.27%

Shares

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

Oct 17, 2025
BUY
$236.25 - $257.69 $114,581 - $124,979
485 Added 5.95%
8,634 $2.21 Billion
Q2 2025

Jul 08, 2025
BUY
$180.84 - $240.32 $180 - $240
1 Added 0.01%
8,149 $1.96 Billion
Q1 2025

Apr 11, 2025
BUY
$196.12 - $229.48 $21,377 - $25,013
109 Added 1.36%
8,148 $1.65 Billion
Q4 2024

Jan 13, 2025
BUY
$201.32 - $217.44 $1.62 Million - $1.75 Million
8,039 New
8,039 $1.66 Billion

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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