Atria Wealth Solutions Inc. Has $4.61 Million Holdings in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Atria Wealth Solutions Inc. lessened its holdings in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 1.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 29,386 shares of the company’s stock after selling 313 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in iShares MSCI USA Momentum Factor ETF were worth $4,610,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. Envestnet Asset Management Inc. increased its position in iShares MSCI USA Momentum Factor ETF by 4.2% during the third quarter. Envestnet Asset Management Inc. now owns 6,913,845 shares of the company’s stock worth $965,864,000 after buying an additional 277,017 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its position in iShares MSCI USA Momentum Factor ETF by 5.1% during the third quarter. Mercer Global Advisors Inc. ADV now owns 6,545,629 shares of the company’s stock worth $914,424,000 after buying an additional 317,802 shares during the last quarter. Assetmark Inc. increased its position in iShares MSCI USA Momentum Factor ETF by 9.5% during the third quarter. Assetmark Inc. now owns 1,584,283 shares of the company’s stock worth $221,324,000 after buying an additional 137,311 shares during the last quarter. CWM LLC grew its position in shares of iShares MSCI USA Momentum Factor ETF by 9.3% in the fourth quarter. CWM LLC now owns 1,134,217 shares of the company’s stock valued at $177,947,000 after purchasing an additional 96,845 shares during the last quarter. Finally, Savant Capital LLC grew its position in shares of iShares MSCI USA Momentum Factor ETF by 11.1% in the third quarter. Savant Capital LLC now owns 1,008,323 shares of the company’s stock valued at $140,863,000 after purchasing an additional 100,774 shares during the last quarter.

iShares MSCI USA Momentum Factor ETF Trading Up 1.3 %

iShares MSCI USA Momentum Factor ETF stock opened at $179.68 on Friday. iShares MSCI USA Momentum Factor ETF has a 12 month low of $81.37 and a 12 month high of $113.60. The stock’s 50 day moving average is $183.42 and its 200-day moving average is $164.53. The company has a market capitalization of $9.86 billion, a price-to-earnings ratio of 19.19 and a beta of 1.10.

About iShares MSCI USA Momentum Factor ETF

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.