Lgt Financial Advisors LLC Ishares Msci Usa Momentum Fact Transaction History

Lgt Financial Advisors LLC

$46.4 Billion
Q3 2025

A detailed history of Lgt Financial Advisors LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 863 shares of MTUM stock, worth $212,358. This represents 0.48% of its overall portfolio holdings.

Number of Shares

863

Previous 260 231.92%

Holding current value

$212,358

Previous $62.7 Million 252.89%

% of portfolio

0.48%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 17, 2025	BUY	$236.25 - $257.69 $142,458 - $155,387	603 Added 231.92%	863 $221 Million
Q2 2025 Jul 30, 2025	SELL	$180.84 - $240.32 $1,627 - $2,162	-9 Reduced 3.35%	260 $62.7 Million
Q1 2025 May 08, 2025	SELL	$196.12 - $229.48 $1,961 - $2,294	-10 Reduced 3.58%	269 $54.5 Million
Q4 2024 Feb 14, 2025	BUY	$201.32 - $217.44 $56,168 - $60,665	279 New	279 $57.8 Million
Q4 2023 Feb 12, 2024	SELL	$135.38 - $157.63 $34,521 - $40,195	-255 Reduced 71.63%	101 $15.8 Million

Q2 2023 Aug 14, 2023	BUY	$135.5 - $144.47 $48,238 - $51,431	356 New	356 $51.4 Million
Q4 2022 Feb 14, 2023	BUY	$134.21 - $152.76 $236,612 - $269,315	1,763 New	1,763 $257 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

Ticker MTUM
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Lgt Financial Advisors LLC Ishares Msci Usa Momentum Fact Transaction History