Lineweaver Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Lineweaver Wealth Advisors, LLC

$587 Million
Q3 2025

A detailed history of Lineweaver Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 28,916 shares of MTUM stock, worth $7.12 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

28,916

Previous 29,420 1.71%

Holding current value

$7.12 Million

Previous $7.07 Million 4.88%

% of portfolio

1.26%

Previous 1.26%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$236.25 - $257.69 $119,070 - $129,875	-504 Reduced 1.71%	28,916 $7.42 Million
Q2 2025 Jul 09, 2025	BUY	$180.84 - $240.32 $93,132 - $123,764	515 Added 1.78%	29,420 $7.07 Million
Q1 2025 May 02, 2025	BUY	$196.12 - $229.48 $385,964 - $451,616	1,968 Added 7.31%	28,905 $5.84 Million
Q4 2024 Feb 04, 2025	BUY	$201.32 - $217.44 $5.42 Million - $5.86 Million	26,937 New	26,937 $5.57 Million
Q3 2021 Oct 22, 2021	SELL	$167.02 - $183.38 $2.85 Million - $3.13 Million	-17,082 Closed	0 $0

Q2 2021 Jul 26, 2021	BUY	$159.69 - $175.61 $2.73 Million - $3 Million	17,082 New	17,082 $2.96 Million

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

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lineweaver Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lineweaver Wealth Advisors, LLC with notifications on news.

Account

Lineweaver Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History