Elevated Capital Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Elevated Capital Advisors, LLC

  • $338 Million
  • Q3 2025

A detailed history of Elevated Capital Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 2,492 shares of MTUM stock, worth $613,206. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,492
Previous 1,775 40.39%
Holding current value
$613,206
Previous $426,000 50.0%
% of portfolio
0.19%
Previous 0.13%

Shares

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

Nov 13, 2025
BUY
$236.25 - $257.69 $169,391 - $184,763
717 Added 40.39%
2,492 $639,000
Q1 2025

Apr 24, 2025
SELL
$196.12 - $229.48 $8,237 - $9,638
-42 Reduced 2.31%
1,775 $358,000
Q4 2024

Jan 13, 2025
SELL
$201.32 - $217.44 $18,722 - $20,221
-93 Reduced 4.87%
1,817 $375,000
Q3 2024

Oct 22, 2024
BUY
$175.46 - $203.3 $134,402 - $155,727
766 Added 66.96%
1,910 $387,000
Q2 2024

Aug 01, 2024
SELL
$173.58 - $198.8 $43,221 - $49,501
-249 Reduced 17.88%
1,144 $222,000
Q1 2024

Apr 15, 2024
SELL
$152.32 - $189.2 $2.62 Million - $3.26 Million
-17,220 Reduced 92.52%
1,393 $260,000
Q4 2023

Jan 09, 2024
SELL
$135.38 - $157.63 $137,681 - $160,309
-1,017 Reduced 5.18%
18,613 $2.92 Million
Q3 2023

Oct 17, 2023
BUY
$138.94 - $147.4 $9,308 - $9,875
67 Added 0.34%
19,630 $2.74 Million
Q2 2023

Aug 18, 2023
BUY
$135.5 - $144.47 $288,479 - $307,576
2,129 Added 12.21%
19,563 $2.82 Million
Q1 2023

Apr 18, 2023
SELL
$133.17 - $146.27 $72,178 - $79,278
-542 Reduced 3.02%
17,434 $2.42 Million
Q4 2022

Jan 17, 2023
SELL
$134.21 - $152.76 $231,109 - $263,052
-1,722 Reduced 8.74%
17,976 $0
Q3 2022

Oct 06, 2022
BUY
$131.18 - $147.67 $2.58 Million - $2.91 Million
19,698 New
19,698 $2.58 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

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
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