Keebeck Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Keebeck Wealth Management, LLC

  • $795 Million
  • Q3 2025

A detailed history of Keebeck Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 9,954 shares of MTUM stock, worth $2.45 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,954
Previous 11,679 14.77%
Holding current value
$2.45 Million
Previous $2.81 Million 9.05%
% of portfolio
0.32%
Previous 0.39%

Shares

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

Nov 14, 2025
SELL
$236.25 - $257.69 $407,531 - $444,515
-1,725 Reduced 14.77%
9,954 $2.55 Million
Q2 2025

Aug 14, 2025
SELL
$180.84 - $240.32 $377,955 - $502,268
-2,090 Reduced 15.18%
11,679 $2.81 Million
Q1 2025

May 15, 2025
BUY
$196.12 - $229.48 $523,248 - $612,252
2,668 Added 24.03%
13,769 $2.78 Million
Q4 2024

Feb 14, 2025
BUY
$201.32 - $217.44 $2.23 Million - $2.41 Million
11,101 New
11,101 $2.3 Million
Q1 2023

May 15, 2023
SELL
$133.17 - $146.27 $1.24 Million - $1.36 Million
-9,306 Reduced 82.9%
1,919 $266,000
Q4 2022

Feb 14, 2023
BUY
$134.21 - $152.76 $1.51 Million - $1.71 Million
11,225 New
11,225 $1.64 Million
Q3 2021

Nov 16, 2021
SELL
$167.02 - $183.38 $939,487 - $1.03 Million
-5,625 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
$159.69 - $175.61 $357,226 - $392,839
2,237 Added 66.03%
5,625 $976,000
Q1 2021

May 13, 2021
BUY
$150.0 - $178.04 $508,200 - $603,199
3,388 New
3,388 $545,000
Q3 2020

Nov 02, 2020
SELL
$132.78 - $156.38 $15,535 - $18,296
-117 Closed
0 $0
Q2 2020

Aug 06, 2020
BUY
$101.08 - $131.0 $11,826 - $15,327
117 New
117 $15,000

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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