Envestnet Portfolio Solutions, Inc. Ishares Msci Usa Momentum Fact Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 689,435 shares of MTUM stock, worth $155 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

689,435

Previous 13,016 5196.83%

Holding current value

$155 Million

Previous $2.64 Million 5305.72%

% of portfolio

0.51%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$201.32 - $217.44 $136 Million - $147 Million	676,419 Added 5196.83%	689,435 $143 Million
Q3 2024 Oct 31, 2024	SELL	$175.46 - $203.3 $1.66 Million - $1.92 Million	-9,447 Reduced 42.06%	13,016 $2.64 Million
Q2 2024 Jul 16, 2024	SELL	$173.58 - $198.8 $3.09 Million - $3.53 Million	-17,775 Reduced 44.17%	22,463 $4.38 Million
Q1 2024 May 06, 2024	BUY	$152.32 - $189.2 $4.35 Million - $5.41 Million	28,580 Added 245.15%	40,238 $7.54 Million
Q4 2023 Feb 07, 2024	BUY	$135.38 - $157.63 $18,005 - $20,964	133 Added 1.15%	11,658 $1.83 Million
Q3 2023 Nov 13, 2023	BUY	$138.94 - $147.4 $1.6 Million - $1.7 Million	11,525 New	11,525 $1.61 Million

Others Institutions Holding MTUM

# of Institutions

877

Shares Held

56.2M

Call Options Held

265K

Put Options Held

780K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Envestnet Portfolio Solutions, Inc. Ishares Msci Usa Momentum Fact Transaction History