Sugarloaf Wealth Management LLC Acquires 80 Shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Sugarloaf Wealth Management LLC lifted its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 5.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,597 shares of the company’s stock after buying an additional 80 shares during the period. Sugarloaf Wealth Management LLC’s holdings in iShares MSCI USA Momentum Factor ETF were worth $330,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Ashton Thomas Private Wealth LLC bought a new position in iShares MSCI USA Momentum Factor ETF in the second quarter valued at about $48,000. Dorsey & Whitney Trust CO LLC acquired a new position in iShares MSCI USA Momentum Factor ETF during the 2nd quarter worth approximately $285,000. VitalStone Financial LLC lifted its stake in iShares MSCI USA Momentum Factor ETF by 7,300.0% in the 2nd quarter. VitalStone Financial LLC now owns 518 shares of the company’s stock valued at $101,000 after purchasing an additional 511 shares during the last quarter. Eagle Strategies LLC acquired a new stake in iShares MSCI USA Momentum Factor ETF in the second quarter valued at approximately $574,000. Finally, New England Private Wealth Advisors LLC grew its stake in shares of iShares MSCI USA Momentum Factor ETF by 1.4% during the second quarter. New England Private Wealth Advisors LLC now owns 9,757 shares of the company’s stock worth $1,901,000 after buying an additional 136 shares during the last quarter.

iShares MSCI USA Momentum Factor ETF Stock Up 0.5 %

iShares MSCI USA Momentum Factor ETF stock traded up $0.95 during trading hours on Friday, hitting $209.78. The stock had a trading volume of 943,283 shares. The business’s 50 day simple moving average is $211.40 and its 200-day simple moving average is $201.85. iShares MSCI USA Momentum Factor ETF has a one year low of $81.37 and a one year high of $113.60. The stock has a market cap of $11.36 billion, a price-to-earnings ratio of 18.53 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.