Cherry Tree Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Cherry Tree Wealth Management, LLC

$456 Billion
Q3 2025

A detailed history of Cherry Tree Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 1,147 shares of MTUM stock, worth $282,242. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,147

Previous 1,162 1.29%

Holding current value

$282,242

Previous $279 Million 5.33%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	SELL	$236.25 - $257.69 $3,543 - $3,865	-15 Reduced 1.29%	1,147 $294 Million
Q2 2025 Aug 05, 2025	BUY	$180.84 - $240.32 $9,222 - $12,256	51 Added 4.59%	1,162 $279 Million
Q1 2025 Apr 21, 2025	BUY	$196.12 - $229.48 $8,040 - $9,408	41 Added 3.83%	1,111 $225 Million
Q4 2024 Feb 04, 2025	SELL	$201.32 - $217.44 $3,422 - $3,696	-17 Reduced 1.56%	1,070 $221 Million
Q3 2024 Nov 12, 2024	BUY	$175.46 - $203.3 $1,403 - $1,626	8 Added 0.74%	1,087 $220 Million

Q2 2024 Aug 06, 2024	SELL	$173.58 - $198.8 $48,081 - $55,067	-277 Reduced 20.43%	1,079 $210 Million
Q4 2023 Feb 06, 2024	BUY	$135.38 - $157.63 $1,759 - $2,049	13 Added 0.97%	1,356 $213 Million
Q2 2023 Aug 09, 2023	BUY	$135.5 - $144.47 $181,976 - $194,023	1,343 New	1,343 $194 Million

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

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cherry Tree Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherry Tree Wealth Management, LLC with notifications on news.

Account

Cherry Tree Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History