Independent Solutions Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Independent Solutions Wealth Management, LLC

  • $563 Billion
  • Q3 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 7,954 shares of MTUM stock, worth $1.96 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
7,954
Previous 6,874 15.71%
Holding current value
$1.96 Million
Previous $1.65 Billion 23.48%
% of portfolio
0.36%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$236.25 - $257.69 $255,150 - $278,305
1,080 Added 15.71%
7,954 $2.04 Billion
Q2 2025

Jul 23, 2025
BUY
$180.84 - $240.32 $39,784 - $52,870
220 Added 3.31%
6,874 $1.65 Billion
Q1 2025

Apr 23, 2025
BUY
$196.12 - $229.48 $97,471 - $114,051
497 Added 8.07%
6,654 $1.34 Billion
Q4 2024

Feb 11, 2025
BUY
$201.32 - $217.44 $1.24 Million - $1.34 Million
6,157 New
6,157 $1.27 Billion

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
65.9M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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