Barnes Wealth Management Group, Inc Ishares Msci Usa Momentum Fact Transaction History

Barnes Wealth Management Group, Inc

$182 Billion
Q3 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 9,718 shares of MTUM stock, worth $2.39 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

9,718

Previous 9,947 2.3%

Holding current value

$2.39 Million

Previous $2.39 Billion 4.26%

% of portfolio

1.37%

Previous 1.41%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$236.25 - $257.69 $54,101 - $59,011	-229 Reduced 2.3%	9,718 $2.49 Billion
Q2 2025 Aug 27, 2025	BUY	$180.84 - $240.32 $16,637 - $22,109	92 Added 0.93%	9,947 $2.39 Billion
Q1 2025 May 14, 2025	BUY	$196.12 - $229.48 $31,379 - $36,716	160 Added 1.65%	9,855 $1.99 Billion
Q4 2024 May 12, 2025	BUY	$201.32 - $217.44 $1.95 Million - $2.11 Million	9,695 New	9,695 $2.01 Billion

Others Institutions Holding MTUM

# of Institutions

1,110

Shares Held

65.7M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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Barnes Wealth Management Group, Inc Ishares Msci Usa Momentum Fact Transaction History