Ever Source Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 923 shares of MTUM stock, worth $227,122. This represents 0.01% of its overall portfolio holdings.

Number of Shares
923
Previous 1,715 46.18%
Holding current value
$227,122
Previous $412,000 42.72%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 10, 2025
SELL
$236.25 - $257.69 $187,110 - $204,090
-792 Reduced 46.18%
923 $236,000
Q2 2025

Aug 13, 2025
SELL
$180.84 - $240.32 $89,696 - $119,198
-496 Reduced 22.43%
1,715 $412,000
Q1 2025

May 13, 2025
BUY
$196.12 - $229.48 $281,039 - $328,844
1,433 Added 184.19%
2,211 $446,000
Q4 2024

Feb 07, 2025
BUY
$201.32 - $217.44 $143,138 - $154,599
711 Added 1061.19%
778 $160,000
Q3 2024

Nov 08, 2024
SELL
$175.46 - $203.3 $175 - $203
-1 Reduced 1.47%
67 $13,000
Q2 2024

Aug 13, 2024
BUY
$173.58 - $198.8 $347 - $397
2 Added 3.03%
68 $13,000
Q1 2024

Jun 11, 2024
SELL
$152.32 - $189.2 $9,291 - $11,541
-61 Reduced 48.03%
66 $12,000
Q4 2023

Feb 09, 2024
SELL
$135.38 - $157.63 $9,341 - $10,876
-69 Reduced 35.2%
127 $19,000
Q3 2023

Nov 03, 2023
BUY
$138.94 - $147.4 $9,170 - $9,728
66 Added 50.77%
196 $27,000
Q2 2023

Aug 04, 2023
SELL
$135.5 - $144.47 $813 - $866
-6 Reduced 4.41%
130 $18,000
Q1 2023

May 11, 2023
SELL
$133.17 - $146.27 $202,418 - $222,330
-1,520 Reduced 91.79%
136 $18,000
Q4 2022

Feb 09, 2023
BUY
$134.21 - $152.76 $212,722 - $242,124
1,585 Added 2232.39%
1,656 $241,000
Q3 2022

Nov 07, 2022
BUY
$131.18 - $147.67 $9,313 - $10,484
71 New
71 $9,000
Q2 2022

Aug 01, 2022
SELL
$130.25 - $170.4 $13,025 - $17,040
-100 Closed
0 $0
Q1 2022

May 25, 2022
BUY
$150.07 - $182.21 $14,406 - $17,492
96 Added 2400.0%
100 $17,000
Q4 2021

Feb 07, 2022
BUY
$173.56 - $193.75 $694 - $775
4 New
4 $1,000

Others Institutions Holding MTUM

# of Institutions
1,107
Shares Held
65.8M
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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