Life Steps Financial, Inc. Ishares Msci Usa Momentum Fact Transaction History

Life Steps Financial, Inc.

$155 Million
Q3 2025

A detailed history of Life Steps Financial, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Life Steps Financial, Inc. holds 1,920 shares of MTUM stock, worth $472,454. This represents 0.32% of its overall portfolio holdings.

Number of Shares

1,920

Previous 1,876 2.35%

Holding current value

$472,454

Previous $450,000 9.33%

% of portfolio

0.32%

Previous 0.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$236.25 - $257.69 $10,395 - $11,338	44 Added 2.35%	1,920 $492,000
Q1 2025 Apr 23, 2025	SELL	$196.12 - $229.48 $32,555 - $38,093	-166 Reduced 8.13%	1,876 $379,000
Q4 2024 Feb 03, 2025	SELL	$201.32 - $217.44 $23,957 - $25,875	-119 Reduced 5.51%	2,042 $422,000
Q4 2023 Jan 18, 2024	BUY	$135.38 - $157.63 $2,978 - $3,467	22 Added 1.03%	2,161 $339,000
Q4 2022 Jan 18, 2023	SELL	$134.21 - $152.76 $1,878 - $2,138	-14 Reduced 0.65%	2,139 $0

Q1 2022 Apr 12, 2022	SELL	$150.07 - $182.21 $4,952 - $6,012	-33 Reduced 1.51%	2,153 $362,000
Q2 2020 Aug 05, 2020	SELL	$101.08 - $131.0 $19,508 - $25,283	-193 Reduced 8.11%	2,186 $286,000
Q1 2020 May 21, 2020	SELL	$90.36 - $137.08 $19,337 - $29,335	-214 Reduced 8.25%	2,379 $253,000
Q4 2019 Jan 30, 2020	BUY	$115.87 - $125.91 $300,450 - $326,484	2,593 New	2,593 $326,000

Others Institutions Holding MTUM

# of Institutions

1,123

Shares Held

66.9M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Life Steps Financial, Inc. Ishares Msci Usa Momentum Fact Transaction History