Summit Investment Advisory Services, LLC Ishares Msci Usa Momentum Fact Transaction History

Summit Investment Advisory Services, LLC

$251 Billion
Q3 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 1,036 shares of MTUM stock, worth $254,928. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,036

Previous 1,034 0.19%

Holding current value

$254,928

Previous $249 Million 6.91%

% of portfolio

0.11%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$236.25 - $257.69 $472 - $515	2 Added 0.19%	1,036 $266 Million
Q3 2025 Nov 03, 2025	BUY	$236.25 - $257.69 $244,282 - $266,451	1,034 New	1,034 $249 Million
Q1 2025 Apr 11, 2025	SELL	$196.12 - $229.48 $15,689 - $18,358	-80 Reduced 7.19%	1,032 $209 Million
Q4 2024 Jan 21, 2025	BUY	$201.32 - $217.44 $603 - $652	3 Added 0.27%	1,112 $230 Million
Q3 2024 Oct 16, 2024	BUY	$175.46 - $203.3 $194,585 - $225,459	1,109 New	1,109 $225 Million

Q1 2024 Apr 18, 2024	BUY	$152.32 - $189.2 $168,618 - $209,444	1,107 New	1,107 $207 Million

Others Institutions Holding MTUM

# of Institutions

1,123

Shares Held

66.9M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Investment Advisory Services, LLC with notifications on news.

Account

Summit Investment Advisory Services, LLC Ishares Msci Usa Momentum Fact Transaction History