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

Family Wealth Group, LLC

  • $115 Million
  • Q4 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 2,955 shares of MTUM stock, worth $727,136. This represents 0.63% of its overall portfolio holdings.

Number of Shares
2,955
Previous 1,913 54.47%
Holding current value
$727,136
Previous $490,000 48.37%
% of portfolio
0.63%
Previous 0.47%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
BUY
$245.79 - $258.02 $256,113 - $268,856
1,042 Added 54.47%
2,955 $727,000
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
1,123
Shares Held
66.9M
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
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More about MTUM
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