Portside Wealth Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Portside Wealth Group, LLC

  • $744 Billion
  • Q4 2025

A detailed history of Portside Wealth Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Portside Wealth Group, LLC holds 1,102 shares of MTUM stock, worth $271,169. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,102
Previous 1,037 6.27%
Holding current value
$271,169
Previous $266 Million 3.72%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 21, 2026
BUY
$245.79 - $258.02 $15,976 - $16,771
65 Added 6.27%
1,102 $276 Million
Q3 2025

Nov 05, 2025
SELL
$236.25 - $257.69 $11,103 - $12,111
-47 Reduced 4.34%
1,037 $266 Million
Q2 2025

Aug 11, 2025
BUY
$180.84 - $240.32 $196,030 - $260,506
1,084 New
1,084 $261 Million
Q2 2023

Aug 01, 2023
BUY
$135.5 - $144.47 $1.72 Million - $1.83 Million
12,663 New
12,663 $1.83 Million

Others Institutions Holding MTUM

# of Institutions
1,115
Shares Held
66.3M
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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