Creative Planning Ishares Msci Usa Momentum Fact Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Creative Planning holds 42,810 shares of MTUM stock, worth $10.5 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
42,810
Previous 42,708 0.24%
Holding current value
$10.5 Million
Previous $10.3 Million 6.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$236.25 - $257.69 $24,097 - $26,284
102 Added 0.24%
42,810 $11 Million
Q2 2025

Aug 08, 2025
SELL
$180.84 - $240.32 $78,665 - $104,539
-435 Reduced 1.01%
42,708 $10.3 Million
Q1 2025

May 15, 2025
BUY
$196.12 - $229.48 $1.94 Million - $2.27 Million
9,875 Added 29.68%
43,143 $8.72 Million
Q4 2024

Feb 14, 2025
BUY
$201.32 - $217.44 $170,518 - $184,171
847 Added 2.61%
33,268 $6.88 Million
Q3 2024

Oct 11, 2024
SELL
$175.46 - $203.3 $110,188 - $127,672
-628 Reduced 1.9%
32,421 $6.57 Million
Q2 2024

Aug 15, 2024
SELL
$173.58 - $198.8 $741,707 - $849,472
-4,273 Reduced 11.45%
33,049 $6.44 Million
Q1 2024

May 10, 2024
BUY
$152.32 - $189.2 $741,341 - $920,836
4,867 Added 15.0%
37,322 $6.99 Million
Q4 2023

Feb 14, 2024
SELL
$135.38 - $157.63 $713,723 - $831,025
-5,272 Reduced 13.97%
32,455 $5.09 Million
Q3 2023

Nov 16, 2023
SELL
$138.94 - $147.4 $1.25 Million - $1.33 Million
-9,029 Reduced 19.31%
37,727 $5.27 Million
Q2 2023

Jul 21, 2023
SELL
$135.5 - $144.47 $316,934 - $337,915
-2,339 Reduced 4.76%
46,756 $6.74 Million
Q1 2023

May 15, 2023
SELL
$133.17 - $146.27 $249,693 - $274,256
-1,875 Reduced 3.68%
49,095 $6.83 Million
Q4 2022

Feb 10, 2023
SELL
$134.21 - $152.76 $374,177 - $425,894
-2,788 Reduced 5.19%
50,970 $7.44 Million
Q3 2022

Nov 03, 2022
SELL
$131.18 - $147.67 $408,625 - $459,992
-3,115 Reduced 5.48%
53,758 $7.05 Million
Q2 2022

Aug 15, 2022
BUY
$130.25 - $170.4 $357,927 - $468,259
2,748 Added 5.08%
56,873 $7.76 Million
Q1 2022

May 16, 2022
SELL
$150.07 - $182.21 $180,234 - $218,834
-1,201 Reduced 2.17%
54,125 $9.11 Million
Q4 2021

Feb 11, 2022
SELL
$173.56 - $193.75 $599,129 - $668,825
-3,452 Reduced 5.87%
55,326 $10.1 Million
Q3 2021

Nov 10, 2021
SELL
$167.02 - $183.38 $554,339 - $608,638
-3,319 Reduced 5.34%
58,778 $10.3 Million
Q2 2021

Aug 04, 2021
BUY
$159.69 - $175.61 $743,836 - $817,991
4,658 Added 8.11%
62,097 $10.8 Million
Q1 2021

Apr 30, 2021
BUY
$150.0 - $178.04 $93,000 - $110,384
620 Added 1.09%
57,439 $9.24 Million
Q4 2020

Jan 29, 2021
SELL
$141.23 - $162.85 $259,439 - $299,155
-1,837 Reduced 3.13%
56,819 $9.16 Million
Q3 2020

Nov 05, 2020
BUY
$132.78 - $156.38 $6.95 Million - $8.19 Million
52,342 Added 828.98%
58,656 $8.65 Million
Q2 2020

Jul 23, 2020
BUY
$101.08 - $131.0 $173,756 - $225,189
1,719 Added 37.41%
6,314 $827,000
Q1 2020

May 05, 2020
SELL
$90.36 - $137.08 $133,552 - $202,604
-1,478 Reduced 24.34%
4,595 $489,000
Q4 2019

Jan 30, 2020
BUY
$115.87 - $125.91 $105,209 - $114,326
908 Added 17.58%
6,073 $763,000
Q3 2019

Nov 01, 2019
BUY
$115.63 - $123.04 $161,650 - $172,009
1,398 Added 37.11%
5,165 $616,000
Q2 2019

Jul 26, 2019
BUY
$111.41 - $120.45 $80,660 - $87,205
724 Added 23.79%
3,767 $447,000
Q1 2019

Apr 24, 2019
SELL
$96.81 - $112.18 $281,329 - $325,995
-2,906 Reduced 48.85%
3,043 $341,000
Q4 2018

Feb 01, 2019
SELL
$92.8 - $119.62 $479,961 - $618,674
-5,172 Reduced 46.51%
5,949 $596,000
Q3 2018

Oct 25, 2018
SELL
$109.27 - $119.0 $508,979 - $554,302
-4,658 Reduced 29.52%
11,121 $1.32 Million
Q2 2018

Jul 20, 2018
BUY
$102.58 - $114.35 $407,550 - $454,312
3,973 Added 33.65%
15,779 $1.73 Million
Q1 2018

Apr 18, 2018
BUY
$101.94 - $113.56 $564,339 - $628,668
5,536 Added 88.29%
11,806 $1.25 Million
Q4 2017

Jan 17, 2018
BUY
$96.07 - $104.31 $602,358 - $654,023
6,270
6,270 $647,000

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

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