Rcs Financial Planning, LLC Ishares Msci Usa Momentum Fact Transaction History

Rcs Financial Planning, LLC

$232 Billion
Q4 2025

A detailed history of Rcs Financial Planning, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 6,484 shares of MTUM stock, worth $1.6 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

6,484

Previous 4,181 55.08%

Holding current value

$1.6 Million

Previous $1.07 Billion 51.38%

% of portfolio

0.7%

Previous 0.47%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 15, 2026	BUY	$245.79 - $258.02 $566,054 - $594,220	2,303 Added 55.08%	6,484 $1.62 Billion
Q3 2025 Nov 04, 2025	BUY	$236.25 - $257.69 $84,105 - $91,737	356 Added 9.31%	4,181 $1.07 Billion
Q2 2025 Jul 28, 2025	BUY	$180.84 - $240.32 $68,176 - $90,600	377 Added 10.93%	3,825 $919 Million
Q1 2025 Apr 24, 2025	BUY	$196.12 - $229.48 $23,534 - $27,537	120 Added 3.61%	3,448 $697 Million
Q4 2024 Jan 22, 2025	BUY	$201.32 - $217.44 $669,992 - $723,640	3,328 New	3,328 $689 Million

Q4 2022 Jan 27, 2023	BUY	$134.21 - $152.76 $282,780 - $321,865	2,107 New	2,107 $307 Million

Others Institutions Holding MTUM

# of Institutions

1,108

Shares Held

66M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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Rcs Financial Planning, LLC Ishares Msci Usa Momentum Fact Transaction History