Lifeworks Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 2025

A detailed history of Lifeworks Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 1,099 shares of MTUM stock, worth $270,430. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,099
Previous 1,041 5.57%
Holding current value
$270,430
Previous $250,000 12.4%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2025
BUY
$236.25 - $257.69 $13,702 - $14,946
58 Added 5.57%
1,099 $281,000
Q2 2025

Aug 04, 2025
BUY
$180.84 - $240.32 $1,627 - $2,162
9 Added 0.87%
1,041 $250,000
Q1 2025

May 06, 2025
BUY
$196.12 - $229.48 $202,395 - $236,823
1,032 New
1,032 $208,000

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
65.7M
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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