Beacon Bridge Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Beacon Bridge Wealth Partners, LLC

  • $281 Billion
  • Q3 2025

A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 12,685 shares of MTUM stock, worth $3.12 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
12,685
Previous 12,301 3.12%
Holding current value
$3.12 Million
Previous $2.96 Billion 10.04%
% of portfolio
1.16%
Previous 1.17%

Shares

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

Nov 06, 2025
BUY
$236.25 - $257.69 $90,720 - $98,952
384 Added 3.12%
12,685 $3.25 Billion
Q2 2025

Jul 24, 2025
SELL
$180.84 - $240.32 $125,502 - $166,782
-694 Reduced 5.34%
12,301 $2.96 Billion
Q1 2025

May 07, 2025
BUY
$196.12 - $229.48 $261,427 - $305,896
1,333 Added 11.43%
12,995 $2.63 Billion
Q4 2024

Feb 04, 2025
BUY
$201.32 - $217.44 $2.35 Million - $2.54 Million
11,662 New
11,662 $2.41 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

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
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