iShares MSCI USA Momentum Factor ETF (BATS:MTUM) Shares Bought by Dynasty Wealth Management LLC

Dynasty Wealth Management LLC boosted its holdings in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 143.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 232,135 shares of the company’s stock after purchasing an additional 136,871 shares during the quarter. Dynasty Wealth Management LLC owned approximately 0.43% of iShares MSCI USA Momentum Factor ETF worth $48,033,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of MTUM. Fortitude Family Office LLC raised its position in shares of iShares MSCI USA Momentum Factor ETF by 1,255.6% during the 3rd quarter. Fortitude Family Office LLC now owns 122 shares of the company’s stock worth $25,000 after purchasing an additional 113 shares during the last quarter. Signaturefd LLC raised its holdings in shares of iShares MSCI USA Momentum Factor ETF by 1,550.0% during the third quarter. Signaturefd LLC now owns 165 shares of the company’s stock valued at $33,000 after acquiring an additional 155 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. lifted its position in shares of iShares MSCI USA Momentum Factor ETF by 1,880.0% in the fourth quarter. Thurston Springer Miller Herd & Titak Inc. now owns 198 shares of the company’s stock valued at $41,000 after acquiring an additional 188 shares in the last quarter. Capital Performance Advisors LLP acquired a new stake in shares of iShares MSCI USA Momentum Factor ETF in the third quarter worth approximately $43,000. Finally, AdvisorNet Financial Inc increased its position in shares of iShares MSCI USA Momentum Factor ETF by 51.4% during the fourth quarter. AdvisorNet Financial Inc now owns 218 shares of the company’s stock worth $45,000 after purchasing an additional 74 shares in the last quarter.

iShares MSCI USA Momentum Factor ETF Trading Up 2.6 %

MTUM opened at $214.44 on Friday. iShares MSCI USA Momentum Factor ETF has a twelve month low of $81.37 and a twelve month high of $113.60. The firm has a market capitalization of $15.39 billion, a PE ratio of 28.87 and a beta of 0.98. The firm’s 50-day moving average price is $216.96 and its 200 day moving average price is $208.73.

iShares MSCI USA Momentum Factor ETF Company Profile

The iShares MSCI USA Momentum Factor ETF (MTUM) is an exchange-traded fund that is based on the MSCI USA Momentum SR Variant index. The fund tracks an index of large- and mid-cap US equities, selected and weighted based on price appreciation over 6- and 12-month periods and low volatility over the past 3 years.