Ergawealth Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History

Ergawealth Advisors, Inc.

  • $217 Billion
  • Q4 2025

A detailed history of Ergawealth Advisors, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 1,098 shares of MTUM stock, worth $270,184. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,098
Previous 1,450 24.28%
Holding current value
$270,184
Previous $372 Million 26.07%
% of portfolio
0.13%
Previous 0.17%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$245.79 - $258.02 $86,518 - $90,823
-352 Reduced 24.28%
1,098 $275 Million
Q3 2025

Oct 20, 2025
SELL
$236.25 - $257.69 $687,723 - $750,135
-2,911 Reduced 66.75%
1,450 $372 Million
Q2 2025

Jul 22, 2025
BUY
$180.84 - $240.32 $206,157 - $273,964
1,140 Added 35.39%
4,361 $1.05 Billion
Q1 2025

Apr 22, 2025
BUY
$196.12 - $229.48 $236,716 - $276,982
1,207 Added 59.93%
3,221 $651 Million
Q4 2024

Feb 05, 2025
SELL
$201.32 - $217.44 $67,844 - $73,277
-337 Reduced 14.33%
2,014 $417 Million
Q3 2024

Oct 23, 2024
SELL
$175.46 - $203.3 $350 - $406
-2 Reduced 0.08%
2,351 $477 Million
Q2 2024

Jul 19, 2024
SELL
$173.58 - $198.8 $3,471 - $3,976
-20 Reduced 0.84%
2,353 $459 Million
Q1 2024

Apr 29, 2024
SELL
$152.32 - $189.2 $71,895 - $89,302
-472 Reduced 16.59%
2,373 $445 Million
Q4 2023

Jan 30, 2024
SELL
$135.38 - $157.63 $16,651 - $19,388
-123 Reduced 4.14%
2,845 $446 Million
Q3 2023

Oct 30, 2023
BUY
$138.94 - $147.4 $29,177 - $30,954
210 Added 7.61%
2,968 $415 Million
Q2 2023

Jul 17, 2023
SELL
$135.5 - $144.47 $11,246 - $11,991
-83 Reduced 2.92%
2,758 $398 Million
Q1 2023

May 02, 2023
SELL
$133.17 - $146.27 $179,779 - $197,464
-1,350 Reduced 32.21%
2,841 $395 Million
Q4 2022

Apr 14, 2023
BUY
$134.21 - $152.76 $562,474 - $640,217
4,191 New
4,191 $612 Million

Others Institutions Holding MTUM

# of Institutions
1,123
Shares Held
66.9M
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
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