Lloyd Advisory Services LLC. Purchases Shares of 1,356 iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Lloyd Advisory Services LLC. acquired a new stake in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 1,356 shares of the company’s stock, valued at approximately $280,000.

Several other institutional investors and hedge funds have also modified their holdings of MTUM. Gries Financial LLC grew its holdings in iShares MSCI USA Momentum Factor ETF by 1.6% during the fourth quarter. Gries Financial LLC now owns 3,066 shares of the company’s stock worth $634,000 after acquiring an additional 48 shares during the period. LongView Wealth Management grew its stake in shares of iShares MSCI USA Momentum Factor ETF by 2.0% during the 4th quarter. LongView Wealth Management now owns 2,729 shares of the company’s stock worth $565,000 after purchasing an additional 54 shares during the period. MGB Wealth Management LLC increased its holdings in shares of iShares MSCI USA Momentum Factor ETF by 7.7% during the 4th quarter. MGB Wealth Management LLC now owns 788 shares of the company’s stock valued at $163,000 after purchasing an additional 56 shares in the last quarter. D.A. Davidson & CO. lifted its stake in shares of iShares MSCI USA Momentum Factor ETF by 0.8% in the 4th quarter. D.A. Davidson & CO. now owns 7,498 shares of the company’s stock valued at $1,551,000 after purchasing an additional 57 shares during the period. Finally, Householder Group Estate & Retirement Specialist LLC lifted its stake in shares of iShares MSCI USA Momentum Factor ETF by 5.8% in the 4th quarter. Householder Group Estate & Retirement Specialist LLC now owns 1,084 shares of the company’s stock valued at $224,000 after purchasing an additional 59 shares during the period.

iShares MSCI USA Momentum Factor ETF Stock Performance

MTUM stock opened at $219.82 on Friday. iShares MSCI USA Momentum Factor ETF has a one year low of $81.37 and a one year high of $113.60. The firm’s fifty day moving average is $216.45 and its 200 day moving average is $207.42. The firm has a market cap of $11.90 billion, a PE 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.