iShares MSCI USA Momentum Factor ETF (BATS:MTUM) Shares Acquired by Consolidated Planning Corp

Consolidated Planning Corp grew its position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) by 35.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 65,128 shares of the company’s stock after acquiring an additional 17,004 shares during the quarter. iShares MSCI USA Momentum Factor ETF accounts for 1.9% of Consolidated Planning Corp’s holdings, making the stock its 10th biggest position. Consolidated Planning Corp owned approximately 0.10% of iShares MSCI USA Momentum Factor ETF worth $10,218,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Crestwood Advisors Group LLC raised its stake in iShares MSCI USA Momentum Factor ETF by 4.2% in the 3rd quarter. Crestwood Advisors Group LLC now owns 11,222 shares of the company’s stock valued at $1,568,000 after acquiring an additional 449 shares during the period. Simplicity Solutions LLC acquired a new stake in shares of iShares MSCI USA Momentum Factor ETF during the fourth quarter valued at about $572,000. J.W. Cole Advisors Inc. boosted its stake in shares of iShares MSCI USA Momentum Factor ETF by 3.1% during the fourth quarter. J.W. Cole Advisors Inc. now owns 10,592 shares of the company’s stock valued at $1,662,000 after purchasing an additional 317 shares in the last quarter. Brookstone Capital Management boosted its stake in shares of iShares MSCI USA Momentum Factor ETF by 10.3% during the fourth quarter. Brookstone Capital Management now owns 4,028 shares of the company’s stock valued at $632,000 after purchasing an additional 376 shares in the last quarter. Finally, Corient Private Wealth LLC raised its position in shares of iShares MSCI USA Momentum Factor ETF by 2.1% during the third quarter. Corient Private Wealth LLC now owns 652,951 shares of the company’s stock worth $91,217,000 after acquiring an additional 13,613 shares during the last quarter.

iShares MSCI USA Momentum Factor ETF Stock Performance

Shares of BATS MTUM traded up $2.25 during midday trading on Friday, hitting $179.68. 421,929 shares of the stock traded hands. The company has a market cap of $9.86 billion, a PE ratio of 19.19 and a beta of 1.10. iShares MSCI USA Momentum Factor ETF has a one year low of $81.37 and a one year high of $113.60. The business has a 50 day moving average price of $183.42 and a two-hundred day moving average price of $164.53.

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.