Family Wealth Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Family Wealth Group, LLC

  • $105 Million
  • Q3 2025

A detailed history of Family Wealth Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Family Wealth Group, LLC holds 1,913 shares of MTUM stock, worth $470,731. This represents 0.47% of its overall portfolio holdings.

Number of Shares
1,913
Previous 1,597 19.79%
Holding current value
$470,731
Previous $383,000 27.94%
% of portfolio
0.47%
Previous 0.4%

Shares

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

Oct 29, 2025
BUY
$236.25 - $257.69 $74,655 - $81,430
316 Added 19.79%
1,913 $490,000
Q2 2025

Aug 04, 2025
BUY
$180.84 - $240.32 $288,801 - $383,791
1,597 New
1,597 $383,000
Q1 2025

May 14, 2025
SELL
$196.12 - $229.48 $384,395 - $449,780
-1,960 Closed
0 $0
Q4 2024

May 14, 2025
BUY
$201.32 - $217.44 $394,587 - $426,182
1,960 New
1,960 $405,000

Others Institutions Holding MTUM

# of Institutions
1,108
Shares Held
65.9M
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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