Golden State Equity Partners Ishares Msci Usa Momentum Fact Transaction History

Golden State Equity Partners

  • $569 Million
  • Q3 2025

A detailed history of Golden State Equity Partners transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Golden State Equity Partners holds 3,820 shares of MTUM stock, worth $939,987. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,820
Previous 3,222 18.56%
Holding current value
$939,987
Previous $774,000 26.49%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Oct 21, 2025
BUY
$236.25 - $257.69 $141,277 - $154,098
598 Added 18.56%
3,820 $979,000
Q2 2025

Jul 14, 2025
BUY
$180.84 - $240.32 $88,430 - $117,516
489 Added 17.89%
3,222 $774,000
Q1 2025

Apr 23, 2025
BUY
$196.12 - $229.48 $29,614 - $34,651
151 Added 5.85%
2,733 $552,000
Q4 2024

Jan 24, 2025
BUY
$201.32 - $217.44 $35,834 - $38,704
178 Added 7.4%
2,582 $534,000
Q3 2024

Oct 29, 2024
BUY
$175.46 - $203.3 $421,805 - $488,733
2,404 New
2,404 $487,000
Q2 2024

Jul 29, 2024
BUY
$173.58 - $198.8 $109,876 - $125,840
633 Added 28.26%
2,873 $559,000
Q4 2023

Feb 02, 2024
SELL
$135.38 - $157.63 $69,856 - $81,337
-516 Reduced 18.72%
2,240 $351,000
Q3 2023

Oct 20, 2023
BUY
$138.94 - $147.4 $120,599 - $127,943
868 Added 45.97%
2,756 $385,000
Q2 2023

Jul 19, 2023
BUY
$135.5 - $144.47 $255,824 - $272,759
1,888 New
1,888 $272,000
Q3 2021

Nov 15, 2021
SELL
$167.02 - $183.38 $597,096 - $655,583
-3,575 Closed
0 $0
Q2 2021

Aug 12, 2021
BUY
$159.69 - $175.61 $570,891 - $627,805
3,575 New
3,575 $620,000

Others Institutions Holding MTUM

# of Institutions
1,106
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
Track This Portfolio

Track Golden State Equity Partners Portfolio

Follow Golden State Equity Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email