Legacy Financial Group LLC Ishares Msci Usa Momentum Fact Transaction History

Legacy Financial Group LLC

  • $614 Million
  • Q3 2025

A detailed history of Legacy Financial Group LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Legacy Financial Group LLC holds 20,034 shares of MTUM stock, worth $4.93 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
20,034
Previous 19,348 3.55%
Holding current value
$4.93 Million
Previous $4.65 Million 10.5%
% of portfolio
0.84%
Previous 0.79%

Shares

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

Jan 06, 2026
BUY
$236.25 - $257.69 $162,067 - $176,775
686 Added 3.55%
20,034 $5.14 Million
Q2 2025

Jul 15, 2025
BUY
$180.84 - $240.32 $82,282 - $109,345
455 Added 2.41%
19,348 $4.65 Million
Q1 2025

Apr 09, 2025
BUY
$196.12 - $229.48 $81,389 - $95,234
415 Added 2.25%
18,893 $3.79 Million
Q4 2024

Jan 21, 2025
BUY
$201.32 - $217.44 $3.72 Million - $4.02 Million
18,478 New
18,478 $3.82 Million

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
65.9M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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