Aprio Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Aprio Wealth Management, LLC

  • $902 Million
  • Q3 2025

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 1,160 shares of MTUM stock, worth $285,441. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,160
Previous 1,189 2.44%
Holding current value
$285,441
Previous $285,000 4.21%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 12, 2025
SELL
$236.25 - $257.69 $6,851 - $7,473
-29 Reduced 2.44%
1,160 $297,000
Q2 2025

Aug 14, 2025
BUY
$180.84 - $240.32 $1,989 - $2,643
11 Added 0.93%
1,189 $285,000
Q1 2025

May 15, 2025
BUY
$196.12 - $229.48 $231,029 - $270,327
1,178 New
1,178 $238,000
Q4 2023

Jan 17, 2024
BUY
$135.38 - $157.63 $26,128 - $30,422
193 Added 12.06%
1,793 $281,000
Q3 2023

Oct 10, 2023
BUY
$138.94 - $147.4 $222,304 - $235,840
1,600 New
1,600 $223,000

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
66M
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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