Lantz Financial LLC Ishares Msci Usa Momentum Fact Transaction History

Lantz Financial LLC

$421 Million
Q3 2025

A detailed history of Lantz Financial LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lantz Financial LLC holds 6,694 shares of MTUM stock, worth $1.65 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

6,694

Previous 6,073 10.23%

Holding current value

$1.65 Million

Previous $1.46 Million 17.61%

% of portfolio

0.41%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$236.25 - $257.69 $146,711 - $160,025	621 Added 10.23%	6,694 $1.72 Million
Q2 2025 Jul 11, 2025	BUY	$180.84 - $240.32 $123,875 - $164,619	685 Added 12.71%	6,073 $1.46 Million
Q1 2025 Apr 08, 2025	BUY	$196.12 - $229.48 $159,445 - $186,567	813 Added 17.77%	5,388 $1.08 Million
Q4 2024 Jan 21, 2025	BUY	$201.32 - $217.44 $921,039 - $994,788	4,575 New	4,575 $946,000
Q4 2022 Jan 23, 2023	BUY	$134.21 - $152.76 $573,076 - $652,285	4,270 New	4,270 $0

Q3 2021 Oct 14, 2021	SELL	$167.02 - $183.38 $303,642 - $333,384	-1,818 Closed	0 $0
Q2 2021 Jul 16, 2021	BUY	$159.69 - $175.61 $290,316 - $319,258	1,818 New	1,818 $315,000

Others Institutions Holding MTUM

# of Institutions

1,106

Shares Held

65.9M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Lantz Financial LLC Ishares Msci Usa Momentum Fact Transaction History