Oliver Lagore Vanvalin Investment Group Ishares Msci Usa Momentum Fact Transaction History

Oliver Lagore Vanvalin Investment Group

$263 Million
Q2 2025

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 700 shares of MTUM stock, worth $172,249. This represents 0.06% of its overall portfolio holdings.

Number of Shares

700

Previous 696 0.57%

Holding current value

$172,249

Previous $144,000 16.67%

% of portfolio

0.06%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$180.84 - $240.32 $723 - $961	4 Added 0.57%	700 $168,000
Q4 2024 Apr 01, 2025	BUY	$201.32 - $217.44 $140,118 - $151,338	696 New	696 $144,000
Q2 2024 Aug 15, 2024	SELL	$173.58 - $198.8 $1,215 - $1,391	-7 Reduced 46.67%	8 $1,000
Q1 2024 May 15, 2024	SELL	$152.32 - $189.2 $152 - $189	-1 Reduced 6.25%	15 $2,000
Q3 2023 Nov 09, 2023	SELL	$138.94 - $147.4 $4,862 - $5,159	-35 Reduced 68.63%	16 $2,000

Q2 2023 Aug 08, 2023	BUY	$135.5 - $144.47 $4,200 - $4,478	31 Added 155.0%	51 $7,000
Q1 2023 Jun 20, 2023	SELL	$133.17 - $146.27 $102,540 - $112,627	-770 Reduced 97.47%	20 $2,000
Q4 2022 Mar 02, 2023	BUY	$134.21 - $152.76 $106,025 - $120,680	790 New	790 $115,000
Q1 2022 Jun 17, 2022	BUY	$150.07 - $182.21 $4,201 - $5,101	28 New	28 $5,000

Others Institutions Holding MTUM

# of Institutions

1,110

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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Oliver Lagore Vanvalin Investment Group Ishares Msci Usa Momentum Fact Transaction History