Concord Wealth Partners Ishares Msci Usa Momentum Fact Transaction History

Concord Wealth Partners

  • $710 Million
  • Q3 2025

A detailed history of Concord Wealth Partners transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Concord Wealth Partners holds 74 shares of MTUM stock, worth $18,209. This represents 0.0% of its overall portfolio holdings.

Number of Shares
74
Previous 74 -0.0%
Holding current value
$18,209
Previous $17,000 5.88%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$180.84 - $240.32 $1,446 - $1,922
8 Added 12.12%
74 $17,000
Q1 2024

Apr 30, 2024
SELL
$152.32 - $189.2 $46,152 - $57,327
-303 Reduced 82.11%
66 $12,000
Q1 2023

Apr 26, 2023
SELL
$133.17 - $146.27 $17,178 - $18,868
-129 Reduced 25.9%
369 $51,000
Q4 2022

Jan 27, 2023
BUY
$134.21 - $152.76 $66,836 - $76,074
498 New
498 $72,000
Q2 2022

Aug 04, 2022
BUY
$130.25 - $170.4 $8,596 - $11,246
66 Added 9.13%
789 $108,000
Q1 2022

Apr 20, 2022
BUY
$150.07 - $182.21 $12,305 - $14,941
82 Added 12.79%
723 $122,000
Q4 2021

Jan 21, 2022
BUY
$173.56 - $193.75 $111,251 - $124,193
641 New
641 $117,000

Others Institutions Holding MTUM

# of Institutions
1,108
Shares Held
66M
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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