Mallini Complete Financial Planning LLC Ishares Msci Usa Momentum Fact Transaction History

Mallini Complete Financial Planning LLC

  • $123 Billion
  • Q3 2025

A detailed history of Mallini Complete Financial Planning LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Mallini Complete Financial Planning LLC holds 2,210 shares of MTUM stock, worth $543,814. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,210
Previous 2,209 0.05%
Holding current value
$543,814
Previous $531 Million 56.02%
% of portfolio
0.19%
Previous 0.67%

Shares

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

Oct 20, 2025
BUY
$236.25 - $257.69 $236 - $257
1 Added 0.05%
2,210 $234 Million
Q2 2025

Jul 11, 2025
BUY
$180.84 - $240.32 $31,827 - $42,296
176 Added 8.66%
2,209 $531 Million
Q1 2025

Apr 24, 2025
BUY
$196.12 - $229.48 $196 - $229
1 Added 0.05%
2,033 $411 Million
Q4 2024

Feb 10, 2025
BUY
$201.32 - $217.44 $409,082 - $441,838
2,032 New
2,032 $420 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

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