River Tree Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

River Tree Advisors, LLC

$120 Million
Q3 2025

A detailed history of River Tree Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, River Tree Advisors, LLC holds 2,793 shares of MTUM stock, worth $687,273. This represents 0.59% of its overall portfolio holdings.

Number of Shares

2,793

Previous 3,430 18.57%

Holding current value

$687,273

Previous $824,000 13.11%

% of portfolio

0.59%

Previous 0.69%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$236.25 - $257.69 $150,491 - $164,148	-637 Reduced 18.57%	2,793 $716,000
Q2 2025 Jul 23, 2025	BUY	$180.84 - $240.32 $620,281 - $824,297	3,430 New	3,430 $824,000
Q1 2022 Apr 25, 2022	SELL	$150.07 - $182.21 $4.84 Million - $5.88 Million	-32,284 Closed	0 $0
Q4 2021 Jan 18, 2022	SELL	$173.56 - $193.75 $149,955 - $167,400	-864 Reduced 2.61%	32,284 $5.87 Million
Q3 2021 Oct 28, 2021	SELL	$167.02 - $183.38 $562,857 - $617,990	-3,370 Reduced 9.23%	33,148 $5.82 Million

Q2 2021 Aug 10, 2021	SELL	$159.69 - $175.61 $18,204 - $20,019	-114 Reduced 0.31%	36,518 $6.33 Million
Q1 2021 Aug 10, 2021	SELL	$150.0 - $178.04 $559,350 - $663,911	-3,729 Reduced 9.24%	36,632 $5.89 Million
Q4 2020 Aug 10, 2021	BUY	$141.23 - $162.85 $5.7 Million - $6.57 Million	40,361 New	40,361 $6.51 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

Ticker MTUM
Sector ETFs
Industry ETFs

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River Tree Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History