Golden State Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Golden State Wealth Management, LLC

$906 Billion
Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 3,931 shares of MTUM stock, worth $967,301. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,931

Previous 4,170 5.73%

Holding current value

$967,301

Previous $1 Billion 0.58%

% of portfolio

0.11%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	SELL	$236.25 - $257.69 $56,463 - $61,587	-239 Reduced 5.73%	3,931 $1.01 Billion
Q2 2025 Aug 06, 2025	SELL	$180.84 - $240.32 $141,597 - $188,170	-783 Reduced 15.81%	4,170 $1 Billion
Q1 2025 Apr 24, 2025	SELL	$196.12 - $229.48 $1.01 Million - $1.18 Million	-5,129 Reduced 50.87%	4,953 $1 Billion
Q1 2025 Apr 23, 2025	BUY	$196.12 - $229.48 $1.06 Million - $1.24 Million	5,394 Added 115.06%	10,082 $2.04 Million
Q4 2024 Jan 28, 2025	SELL	$201.32 - $217.44 $9.16 Million - $9.89 Million	-45,483 Reduced 90.66%	4,688 $970 Million

Q1 2022 May 19, 2022	BUY	$150.07 - $182.21 $6.67 Million - $8.1 Million	44,477 Added 781.12%	50,171 $8.44 Million
Q1 2022 May 16, 2022	SELL	$150.07 - $182.21 $6.81 Million - $8.27 Million	-45,402 Reduced 88.86%	5,694 $915,000
Q4 2021 Feb 14, 2022	BUY	$173.56 - $193.75 $112,119 - $125,162	646 Added 1.28%	51,096 $9.29 Million
Q3 2021 Nov 15, 2021	BUY	$167.02 - $183.38 $121,757 - $133,684	729 Added 1.47%	50,450 $8.86 Million
Q2 2021 Aug 12, 2021	BUY	$159.69 - $175.61 $7.03 Million - $7.73 Million	44,027 Added 773.22%	49,721 $8.62 Million
Q4 2020 Jan 28, 2021	BUY	$141.23 - $162.85 $418,888 - $483,013	2,966 Added 108.72%	5,694 $918,000
Q3 2020 Nov 12, 2020	SELL	$132.78 - $156.38 $4.71 Million - $5.55 Million	-35,502 Reduced 92.86%	2,728 $402,000
Q2 2020 Aug 11, 2020	BUY	$101.08 - $131.0 $256,237 - $332,085	2,535 Added 7.1%	38,230 $5.01 Million
Q1 2020 Apr 17, 2020	BUY	$90.36 - $137.08 $3.23 Million - $4.89 Million	35,695 New	35,695 $3.8 Million

Others Institutions Holding MTUM

# of Institutions

1,111

Shares Held

66.3M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Golden State Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History