Shepherd Financial Partners LLC Ishares Msci Usa Momentum Fact Transaction History

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 34,732 shares of MTUM stock, worth $8.55 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
34,732
Previous 34,599 0.38%
Holding current value
$8.55 Million
Previous $8.31 Million 7.13%
% of portfolio
0.91%
Previous 0.92%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
BUY
$236.25 - $257.69 $31,421 - $34,272
133 Added 0.38%
34,732 $8.91 Million
Q2 2025

Aug 13, 2025
SELL
$180.84 - $240.32 $177,404 - $235,753
-981 Reduced 2.76%
34,599 $8.31 Million
Q1 2025

Apr 18, 2025
BUY
$196.12 - $229.48 $6.98 Million - $8.16 Million
35,580 New
35,580 $7.19 Million

Others Institutions Holding MTUM

# of Institutions
1,107
Shares Held
65.8M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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