Avion Wealth Ishares Msci Usa Momentum Fact Transaction History

Avion Wealth

  • $466 Million
  • Q3 2025

A detailed history of Avion Wealth transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Avion Wealth holds 622 shares of MTUM stock, worth $153,055. This represents 0.03% of its overall portfolio holdings.

Number of Shares
622
Previous 538 15.61%
Holding current value
$153,055
Previous $129,000 23.26%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 24, 2025
BUY
$236.25 - $257.69 $19,845 - $21,645
84 Added 15.61%
622 $159,000
Q2 2025

Jul 30, 2025
BUY
$180.84 - $240.32 $97,291 - $129,292
538 New
538 $129,000
Q2 2023

Jul 14, 2023
SELL
$135.5 - $144.47 $20,325 - $21,670
-150 Reduced 40.32%
222 $32,000
Q3 2021

Nov 01, 2021
SELL
$167.02 - $183.38 $18,706 - $20,538
-112 Reduced 23.14%
372 $65,000
Q2 2021

Jul 27, 2021
SELL
$159.69 - $175.61 $47,907 - $52,683
-300 Reduced 38.27%
484 $84,000
Q3 2020

Oct 30, 2020
SELL
$132.78 - $156.38 $5,443 - $6,411
-41 Reduced 4.97%
784 $116,000
Q1 2020

Apr 08, 2020
BUY
$90.36 - $137.08 $74,547 - $113,091
825 New
825 $88,000

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
65.7M
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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