Sage View Advisory Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Sage View Advisory Group, LLC

$2.9 Trillion
Q3 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 11,939 shares of MTUM stock, worth $2.94 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

11,939

Previous 12,050 0.92%

Holding current value

$2.94 Million

Previous $2.9 Billion 5.55%

% of portfolio

0.11%

Previous 0.11%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$236.25 - $257.69 $26,223 - $28,603	-111 Reduced 0.92%	11,939 $3.06 Billion
Q2 2025 Aug 13, 2025	SELL	$180.84 - $240.32 $71,793 - $95,407	-397 Reduced 3.19%	12,050 $2.9 Billion
Q1 2025 May 19, 2025	BUY	$196.12 - $229.48 $17,258 - $20,194	88 Added 0.71%	12,447 $2.52 Billion
Q4 2024 Feb 13, 2025	SELL	$201.32 - $217.44 $174,544 - $188,520	-867 Reduced 6.56%	12,359 $2.56 Billion
Q3 2024 Nov 14, 2024	SELL	$175.46 - $203.3 $295,474 - $342,357	-1,684 Reduced 11.29%	13,226 $2.68 Billion

Q2 2024 Aug 14, 2024	BUY	$173.58 - $198.8 $2.59 Million - $2.96 Million	14,910 New	14,910 $2.91 Billion
Q4 2023 Feb 09, 2024	SELL	$135.38 - $157.63 $663,362 - $772,387	-4,900 Reduced 21.13%	18,291 $3.09 Billion
Q3 2023 Nov 02, 2023	SELL	$138.94 - $147.4 $440,161 - $466,963	-3,168 Reduced 12.02%	23,191 $3.24 Billion
Q2 2023 Aug 11, 2023	SELL	$135.5 - $144.47 $1.01 Million - $1.08 Million	-7,460 Reduced 22.06%	26,359 $3.8 Billion
Q1 2023 May 01, 2023	SELL	$133.17 - $146.27 $2.31 Million - $2.54 Million	-17,354 Reduced 33.91%	33,819 $4.7 Billion
Q4 2022 Feb 14, 2023	BUY	$134.21 - $152.76 $6.87 Million - $7.82 Million	51,173 New	51,173 $7.47 Billion

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

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Sage View Advisory Group, LLC Ishares Msci Usa Momentum Fact Transaction History