Eldridge Investment Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History

Eldridge Investment Advisors, Inc.

  • $385 Million
  • Q3 2025

A detailed history of Eldridge Investment Advisors, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Eldridge Investment Advisors, Inc. holds 6,078 shares of MTUM stock, worth $1.5 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
6,078
Previous 6,067 0.18%
Holding current value
$1.5 Million
Previous $1.23 Million 27.08%
% of portfolio
0.4%
Previous 0.3%

Shares

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

Nov 13, 2025
BUY
$236.25 - $257.69 $2,598 - $2,834
11 Added 0.18%
6,078 $1.56 Million
Q1 2025

May 13, 2025
SELL
$196.12 - $229.48 $2,941 - $3,442
-15 Reduced 0.25%
6,067 $1.23 Million
Q4 2024

Feb 10, 2025
SELL
$201.32 - $217.44 $13,689 - $14,785
-68 Reduced 1.11%
6,082 $1.26 Million
Q3 2024

Nov 08, 2024
SELL
$175.46 - $203.3 $1.91 Million - $2.22 Million
-10,900 Reduced 63.93%
6,150 $1.25 Million
Q2 2024

Aug 01, 2024
BUY
$173.58 - $198.8 $1.89 Million - $2.17 Million
10,900 Added 177.24%
17,050 $3.32 Million
Q4 2023

Feb 06, 2024
SELL
$135.38 - $157.63 $2.84 Million - $3.31 Million
-20,974 Reduced 77.33%
6,150 $965,000
Q3 2023

Nov 06, 2023
SELL
$138.94 - $147.4 $241,338 - $256,033
-1,737 Reduced 6.02%
27,124 $3.79 Million
Q2 2023

Aug 03, 2023
SELL
$135.5 - $144.47 $357,991 - $381,689
-2,642 Reduced 8.39%
28,861 $4.16 Million
Q1 2023

May 12, 2023
SELL
$133.17 - $146.27 $161,402 - $177,279
-1,212 Reduced 3.7%
31,503 $4.38 Million
Q4 2022

Feb 03, 2023
SELL
$134.21 - $152.76 $316,869 - $360,666
-2,361 Reduced 6.73%
32,715 $4.77 Million
Q3 2022

Nov 10, 2022
SELL
$131.18 - $147.67 $253,177 - $285,003
-1,930 Reduced 5.22%
35,076 $4.6 Million
Q2 2022

Aug 11, 2022
BUY
$130.25 - $170.4 $408,724 - $534,715
3,138 Added 9.27%
37,006 $5.05 Million
Q1 2022

May 10, 2022
SELL
$150.07 - $182.21 $2.43 Million - $2.95 Million
-16,172 Reduced 32.32%
33,868 $5.7 Million
Q4 2021

Feb 14, 2022
BUY
$173.56 - $193.75 $105,698 - $117,993
609 Added 1.23%
50,040 $9.1 Million
Q3 2021

Nov 15, 2021
BUY
$167.02 - $183.38 $38,915 - $42,727
233 Added 0.47%
49,431 $8.68 Million
Q2 2021

Aug 05, 2021
BUY
$159.69 - $175.61 $687,465 - $756,001
4,305 Added 9.59%
49,198 $8.53 Million
Q1 2021

May 14, 2021
BUY
$150.0 - $178.04 $371,250 - $440,649
2,475 Added 5.83%
44,893 $7.22 Million
Q4 2020

Feb 11, 2021
BUY
$141.23 - $162.85 $386,970 - $446,209
2,740 Added 6.91%
42,418 $6.84 Million
Q3 2020

Nov 13, 2020
BUY
$132.78 - $156.38 $30,141 - $35,498
227 Added 0.58%
39,678 $5.85 Million
Q2 2020

Aug 07, 2020
SELL
$101.08 - $131.0 $43,161 - $55,937
-427 Reduced 1.07%
39,451 $5.17 Million
Q1 2020

May 08, 2020
SELL
$90.36 - $137.08 $352,494 - $534,749
-3,901 Reduced 8.91%
39,878 $4.25 Million
Q4 2019

Feb 03, 2020
SELL
$115.87 - $125.91 $681,779 - $740,854
-5,884 Reduced 11.85%
43,779 $5.5 Million
Q3 2019

Nov 01, 2019
SELL
$115.63 - $123.04 $2.3 Million - $2.45 Million
-19,913 Reduced 28.62%
49,663 $5.92 Million
Q2 2019

Jul 29, 2019
SELL
$111.41 - $120.45 $25,512 - $27,583
-229 Reduced 0.33%
69,576 $8.25 Million
Q1 2019

Apr 24, 2019
SELL
$96.81 - $112.18 $1.47 Million - $1.7 Million
-15,164 Reduced 17.85%
69,805 $7.83 Million
Q4 2018

Jan 24, 2019
SELL
$92.8 - $119.62 $1.35 Million - $1.74 Million
-14,582 Reduced 14.65%
84,969 $8.52 Million
Q3 2018

Oct 11, 2018
BUY
$109.27 - $119.0 $339,501 - $369,733
3,107 Added 3.22%
99,551 $11.8 Million
Q2 2018

Jul 31, 2018
BUY
$102.58 - $114.35 $547,982 - $610,857
5,342 Added 5.86%
96,444 $10.6 Million
Q1 2018

May 11, 2018
BUY
$101.94 - $113.56 $83,488 - $93,005
819 Added 0.91%
91,102 $9.65 Million
Q4 2017

Feb 09, 2018
BUY
$96.07 - $104.31 $8.67 Million - $9.42 Million
90,283
90,283 $9.36 Million

Others Institutions Holding MTUM

# of Institutions
1,115
Shares Held
66.3M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
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