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

Sequoia Financial Advisors, LLC

  • $11.5 Billion
  • Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 166,267 shares of MTUM stock, worth $37.4 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
166,267
Holding current value
$37.4 Million
% of portfolio
0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$201.32 - $217.44 $33.5 Million - $36.2 Million
166,267 New
166,267 $34.4 Million
Q4 2018

Feb 14, 2019
SELL
$92.8 - $119.62 $283,504 - $365,439
-3,055 Closed
0 $0
Q1 2018

May 14, 2018
BUY
$101.94 - $113.56 $311,426 - $346,925
3,055 New
3,055 $324,000

Others Institutions Holding MTUM

# of Institutions
867
Shares Held
54.9M
Call Options Held
265K
Put Options Held
780K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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