Pettinga Financial Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Pettinga Financial Advisors, LLC

  • $478 Million
  • Q3 2025

A detailed history of Pettinga Financial Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Pettinga Financial Advisors, LLC holds 32,656 shares of MTUM stock, worth $8.04 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
32,656
Previous 31,960 2.18%
Holding current value
$8.04 Million
Previous $7.68 Million 9.04%
% of portfolio
1.75%
Previous 1.76%

Shares

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

Oct 21, 2025
BUY
$236.25 - $257.69 $164,430 - $179,352
696 Added 2.18%
32,656 $8.37 Million
Q2 2025

Jul 28, 2025
SELL
$180.84 - $240.32 $163,298 - $217,008
-903 Reduced 2.75%
31,960 $7.68 Million
Q1 2025

May 02, 2025
BUY
$196.12 - $229.48 $179,057 - $209,515
913 Added 2.86%
32,863 $6.64 Million
Q4 2024

Feb 18, 2025
BUY
$201.32 - $217.44 $6.43 Million - $6.95 Million
31,950 New
31,950 $6.61 Million
Q4 2022

Jan 12, 2023
BUY
$134.21 - $152.76 $5.16 Million - $5.87 Million
38,414 New
38,414 $0
Q1 2022

Apr 27, 2022
SELL
$150.07 - $182.21 $724,838 - $880,074
-4,830 Closed
0 $0
Q3 2021

Oct 29, 2021
SELL
$167.02 - $183.38 $4.11 Million - $4.51 Million
-24,621 Reduced 83.6%
4,830 $848,000
Q2 2021

Aug 12, 2021
BUY
$159.69 - $175.61 $49,663 - $54,614
311 Added 1.07%
29,451 $5.11 Million
Q1 2021

Apr 29, 2021
BUY
$150.0 - $178.04 $4.37 Million - $5.19 Million
29,140 New
29,140 $4.69 Million
Q4 2019

Feb 07, 2020
SELL
$115.87 - $125.91 $249,931 - $271,587
-2,157 Closed
0 $0
Q3 2019

Oct 17, 2019
BUY
$115.63 - $123.04 $249,413 - $265,397
2,157 New
2,157 $257,000

Others Institutions Holding MTUM

# of Institutions
1,108
Shares Held
65.9M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
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