Dopkins Wealth Management LLC Acquires New Holdings in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Dopkins Wealth Management LLC bought a new position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 2,940 shares of the company’s stock, valued at approximately $608,000.

A number of other institutional investors have also recently added to or reduced their stakes in MTUM. Duncker Streett & Co. Inc. bought a new stake in shares of iShares MSCI USA Momentum Factor ETF in the fourth quarter worth $25,000. Mainstream Capital Management LLC acquired a new position in iShares MSCI USA Momentum Factor ETF during the 4th quarter worth about $31,000. Thurston Springer Miller Herd & Titak Inc. grew its position in shares of iShares MSCI USA Momentum Factor ETF by 1,880.0% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 198 shares of the company’s stock valued at $41,000 after buying an additional 188 shares during the last quarter. AdvisorNet Financial Inc increased its stake in shares of iShares MSCI USA Momentum Factor ETF by 51.4% in the fourth 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. Finally, Realta Investment Advisors bought a new position in shares of iShares MSCI USA Momentum Factor ETF during the fourth quarter worth about $49,000.

iShares MSCI USA Momentum Factor ETF Price Performance

iShares MSCI USA Momentum Factor ETF stock opened at $204.43 on Tuesday. The stock’s 50 day moving average is $215.88 and its 200 day moving average is $209.82. iShares MSCI USA Momentum Factor ETF has a one year low of $168.49 and a one year high of $229.77. The firm has a market cap of $14.05 billion, a P/E ratio of 27.42 and a beta of 0.99.

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.