Dopkins Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Dopkins Wealth Management, LLC

  • $227 Million
  • Q3 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 3,008 shares of MTUM stock, worth $740,178. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,008
Previous 2,940 2.31%
Holding current value
$740,178
Previous $706,000 9.21%
% of portfolio
0.34%
Previous 0.33%

Shares

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

Oct 14, 2025
BUY
$236.25 - $257.69 $16,065 - $17,522
68 Added 2.31%
3,008 $771,000
Q4 2024

Feb 10, 2025
BUY
$201.32 - $217.44 $591,880 - $639,273
2,940 New
2,940 $608,000
Q2 2024

Jul 30, 2024
BUY
$173.58 - $198.8 $2,950 - $3,379
17 Added 0.52%
3,278 $638,000
Q1 2024

May 03, 2024
BUY
$152.32 - $189.2 $33,662 - $41,813
221 Added 7.27%
3,261 $610,000
Q4 2023

Jan 25, 2024
SELL
$135.38 - $157.63 $4,602 - $5,359
-34 Reduced 1.11%
3,040 $476,000
Q3 2023

Nov 13, 2023
BUY
$138.94 - $147.4 $6,530 - $6,927
47 Added 1.55%
3,074 $429,000
Q1 2023

May 05, 2023
BUY
$133.17 - $146.27 $403,105 - $442,759
3,027 New
3,027 $420,000
Q3 2022

Nov 01, 2022
BUY
$131.18 - $147.67 $48,143 - $54,194
367 Added 14.27%
2,938 $385,000
Q1 2022

Apr 18, 2022
BUY
$150.07 - $182.21 $14,856 - $18,038
99 Added 4.0%
2,571 $433,000
Q4 2021

Jan 18, 2022
BUY
$173.56 - $193.75 $429,040 - $478,950
2,472 New
2,472 $449,000

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

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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