A detailed history of Bcu Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 3,924 shares of MTUM stock, worth $965,578. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,924
Previous 2,830 38.66%
Holding current value
$965,578
Previous $680 Million 47.98%
% of portfolio
0.41%
Previous 0.31%

Shares

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

Oct 15, 2025

BUY
$236.25 - $257.69 $258,457 - $281,912
1,094 Added 38.66%
3,924 $1.01 Billion
Q2 2025

Jul 17, 2025

BUY
$180.84 - $240.32 $108,504 - $144,192
600 Added 26.91%
2,830 $680 Million
Q1 2025

Apr 17, 2025

SELL
$196.12 - $229.48 $150,227 - $175,781
-766 Reduced 25.57%
2,230 $451 Million
Q4 2024

Jan 30, 2025

BUY
$201.32 - $217.44 $603,154 - $651,450
2,996 New
2,996 $620 Million

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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