Semus Wealth Partners LLC Invests $247,000 in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Semus Wealth Partners LLC purchased a new stake in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 1,196 shares of the company’s stock, valued at approximately $247,000.

A number of other large investors have also recently added to or reduced their stakes in the business. Fortitude Family Office LLC increased its stake in iShares MSCI USA Momentum Factor ETF by 1,255.6% during the third quarter. Fortitude Family Office LLC now owns 122 shares of the company’s stock worth $25,000 after acquiring an additional 113 shares during the last quarter. Signaturefd LLC grew its holdings in shares of iShares MSCI USA Momentum Factor ETF by 1,550.0% during the 3rd quarter. Signaturefd LLC now owns 165 shares of the company’s stock worth $33,000 after purchasing an additional 155 shares during the period. Thurston Springer Miller Herd & Titak Inc. increased its position in shares of iShares MSCI USA Momentum Factor ETF by 1,880.0% during the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 198 shares of the company’s stock worth $41,000 after purchasing an additional 188 shares during the last quarter. Capital Performance Advisors LLP purchased a new stake in iShares MSCI USA Momentum Factor ETF in the 3rd quarter valued at about $43,000. Finally, AdvisorNet Financial Inc raised its holdings in iShares MSCI USA Momentum Factor ETF by 51.4% in the 4th quarter. AdvisorNet Financial Inc now owns 218 shares of the company’s stock valued at $45,000 after buying an additional 74 shares during the period.

iShares MSCI USA Momentum Factor ETF Price Performance

Shares of MTUM stock opened at $229.31 on Wednesday. iShares MSCI USA Momentum Factor ETF has a 1-year low of $81.37 and a 1-year high of $113.60. The firm has a market cap of $12.42 billion, a PE ratio of 18.53 and a beta of 1.10. The company has a 50-day moving average of $215.50 and a two-hundred day moving average of $206.79.

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.