United Advisor Group, LLC Ishares Msci Usa Momentum Fact Transaction History

United Advisor Group, LLC

  • $689 Million
  • Q3 2025

A detailed history of United Advisor Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, United Advisor Group, LLC holds 2,611 shares of MTUM stock, worth $642,488. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,611
Previous 2,006 30.16%
Holding current value
$642,488
Previous $482,000 38.8%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 12, 2025
BUY
$236.25 - $257.69 $142,931 - $155,902
605 Added 30.16%
2,611 $669,000
Q2 2025

Aug 11, 2025
BUY
$180.84 - $240.32 $37,614 - $49,986
208 Added 11.57%
2,006 $482,000
Q1 2025

Apr 21, 2025
BUY
$196.12 - $229.48 $59,032 - $69,073
301 Added 20.11%
1,798 $363,000
Q4 2024

Feb 24, 2025
SELL
$201.32 - $217.44 $387,742 - $418,789
-1,926 Reduced 56.27%
1,497 $309,000
Q3 2024

Oct 30, 2024
BUY
$175.46 - $203.3 $351,797 - $407,616
2,005 Added 141.4%
3,423 $694,000
Q2 2024

Aug 08, 2024
BUY
$173.58 - $198.8 $246,136 - $281,898
1,418 New
1,418 $276,000

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

MTUM Quotes by TradingView
  • Ticker MTUM
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