Brown Miller Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Brown Miller Wealth Management, LLC

$341 Million
Q3 2025

A detailed history of Brown Miller Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Brown Miller Wealth Management, LLC holds 1,842 shares of MTUM stock, worth $453,260. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,842

Previous 1,842 -0.0%

Holding current value

$453,260

Previous $442,000 6.79%

% of portfolio

0.14%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$196.12 - $229.48 $361,253 - $422,702	1,842 New	1,842 $372,000
Q2 2024 Feb 11, 2025	BUY	$173.58 - $198.8 $320,775 - $367,382	1,848 New	1,848 $360,000
Q2 2024 Jul 12, 2024	SELL	$173.58 - $198.8 $32,980 - $37,772	-190 Reduced 9.32%	1,848 $360,000
Q1 2024 Feb 11, 2025	BUY	$152.32 - $189.2 $310,428 - $385,589	2,038 New	2,038 $381,000
Q4 2023 Feb 11, 2025	BUY	$135.38 - $157.63 $275,904 - $321,249	2,038 New	2,038 $319,000

Q4 2023 Jan 18, 2024	BUY	$135.38 - $157.63 $275,904 - $321,249	2,038 New	2,038 $320,000
Q4 2020 Jan 26, 2021	BUY	$141.23 - $162.85 $367,904 - $424,224	2,605 New	2,605 $420,000

Others Institutions Holding MTUM

# of Institutions

1,106

Shares Held

65.9M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Brown Miller Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History