Sharkey Howes & Javer Trims Holdings in iShares Edge MSCI USA Momentum Factor ETF (MTUM)

Sharkey Howes & Javer decreased its position in shares of iShares Edge MSCI USA Momentum Factor ETF (BATS:MTUM) by 13.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,901 shares of the company’s stock after selling 913 shares during the quarter. iShares Edge MSCI USA Momentum Factor ETF makes up approximately 0.4% of Sharkey Howes & Javer’s holdings, making the stock its 22nd largest holding. Sharkey Howes & Javer’s holdings in iShares Edge MSCI USA Momentum Factor ETF were worth $702,000 as of its most recent filing with the SEC.

A number of other large investors have also recently bought and sold shares of the business. Paragon Wealth Strategies LLC lifted its holdings in iShares Edge MSCI USA Momentum Factor ETF by 16.8% during the 2nd quarter. Paragon Wealth Strategies LLC now owns 4,738 shares of the company’s stock worth $520,000 after buying an additional 681 shares in the last quarter. Mengis Capital Management Inc. lifted its holdings in iShares Edge MSCI USA Momentum Factor ETF by 31.1% during the 2nd quarter. Mengis Capital Management Inc. now owns 2,950 shares of the company’s stock worth $323,000 after buying an additional 700 shares in the last quarter. Symmetry Partners LLC lifted its holdings in iShares Edge MSCI USA Momentum Factor ETF by 0.6% during the 2nd quarter. Symmetry Partners LLC now owns 126,105 shares of the company’s stock worth $13,834,000 after buying an additional 718 shares in the last quarter. Concorde Asset Management LLC lifted its holdings in iShares Edge MSCI USA Momentum Factor ETF by 4.7% during the 2nd quarter. Concorde Asset Management LLC now owns 17,561 shares of the company’s stock worth $1,926,000 after buying an additional 793 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its holdings in iShares Edge MSCI USA Momentum Factor ETF by 3.0% during the 2nd quarter. Bank of New York Mellon Corp now owns 34,206 shares of the company’s stock worth $3,752,000 after buying an additional 1,012 shares in the last quarter.

Shares of MTUM stock traded down $0.87 during trading hours on Friday, reaching $109.49. The company had a trading volume of 1,154,126 shares. iShares Edge MSCI USA Momentum Factor ETF has a 1-year low of $81.37 and a 1-year high of $113.60.

The business also recently declared a quarterly dividend, which was paid on Tuesday, October 2nd. Stockholders of record on Thursday, September 27th were paid a $0.2649 dividend. This represents a $1.06 dividend on an annualized basis and a dividend yield of 0.97%. The ex-dividend date of this dividend was Wednesday, September 26th.

Featured Story: The risks of owning bonds

Want to see what other hedge funds are holding MTUM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Edge MSCI USA Momentum Factor ETF (BATS:MTUM).

Institutional Ownership by Quarter for iShares Edge MSCI USA Momentum Factor ETF (BATS:MTUM)

Receive News & Ratings for iShares Edge MSCI USA Momentum Factor ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Edge MSCI USA Momentum Factor ETF and related companies with MarketBeat.com's FREE daily email newsletter.

Leave a Reply