Scarborough Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Scarborough Advisors, LLC

$452 Million
Q2 2025

A detailed history of Scarborough Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Scarborough Advisors, LLC holds 48,487 shares of MTUM stock, worth $11.9 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

48,487

Previous 49,343 1.73%

Holding current value

$11.9 Million

Previous $9.97 Million 16.84%

% of portfolio

2.58%

Previous 1.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$180.84 - $240.32 $154,799 - $205,713	-856 Reduced 1.73%	48,487 $11.7 Million
Q1 2025 May 15, 2025	BUY	$196.12 - $229.48 $522,659 - $611,564	2,665 Added 5.71%	49,343 $9.97 Million
Q4 2024 Jan 30, 2025	BUY	$201.32 - $217.44 $9.4 Million - $10.1 Million	46,678 New	46,678 $9.66 Million
Q1 2024 May 10, 2024	SELL	$152.32 - $189.2 $152 - $189	-1 Reduced 0.68%	146 $27,000
Q4 2023 Feb 29, 2024	BUY	$135.38 - $157.63 $15,568 - $18,127	115 Added 359.38%	147 $23,000

Q4 2023 Feb 22, 2024	BUY	$135.38 - $157.63 $4,332 - $5,044	32 New	32 $5,000
Q1 2023 Sep 07, 2023	SELL	$133.17 - $146.27 $1.95 Million - $2.14 Million	-14,663 Reduced 50.06%	14,630 $2.03 Million
Q4 2022 Feb 10, 2023	BUY	$134.21 - $152.76 $3.93 Million - $4.47 Million	29,293 New	29,293 $4.27 Million

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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Industry ETFs

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Scarborough Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History