Kovitz Investment Group Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 2,416 shares of MTUM stock, worth $594,505. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,416
Previous 1,619 49.23%
Holding current value
$594,505
Previous $389,000 59.13%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
BUY
$236.25 - $257.69 $188,291 - $205,378
797 Added 49.23%
2,416 $619,000
Q2 2025

Aug 14, 2025
BUY
$180.84 - $240.32 $42,497 - $56,475
235 Added 16.98%
1,619 $389,000
Q1 2025

May 13, 2025
BUY
$196.12 - $229.48 $66,288 - $77,564
338 Added 32.31%
1,384 $279,000
Q4 2024

Aug 25, 2025
SELL
$201.32 - $217.44 $115,557 - $124,810
-574 Reduced 35.45%
1,045 $216,000
Q4 2024

Feb 14, 2025
BUY
$201.32 - $217.44 $210,580 - $227,442
1,046 New
1,046 $216,000

Others Institutions Holding MTUM

# of Institutions
1,107
Shares Held
65.8M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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