Invst, LLC MTUM Holdings History
Invst, LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2025-03-31, Invst, LLC held 103,022.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $20.82 Mil. This investment constitutes 2.84% of their stock portfolio, and Invst, LLC now holds 0.14% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2018Q2. And since then Invst, LLC has made 13 purchases of MTUM, at an average price of $136.09, for a total of 435,576.00 shares. In addition, there have been 10 sales at an average price of $150.65 for 332,554.00 shares. Based on historical transaction data and MTUM's current price of $239.47, Invst, LLC's estimated gain on his MTUM holdings is $15.49 Mil, reflecting a 26.13% gain to date.
Invst, LLC MTUM ($239.47) Holding Chart
Invst, LLC MTUM ($239.47) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
