Mosaic Family Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Mosaic Family Wealth Partners, LLC

$693 Billion
Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 2,736 shares of MTUM stock, worth $534,477. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,736

Previous 2,691 1.67%

Holding current value

$534,477

Previous $546 Million 3.76%

% of portfolio

0.08%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$201.32 - $217.44 $9,059 - $9,784	45 Added 1.67%	2,736 $566 Million
Q3 2024 Nov 13, 2024	SELL	$175.46 - $203.3 $102,995 - $119,337	-587 Reduced 17.91%	2,691 $546 Million
Q2 2024 Aug 06, 2024	SELL	$173.58 - $198.8 $60,926 - $69,778	-351 Reduced 9.67%	3,278 $639 Million
Q1 2024 Jun 13, 2024	BUY	$152.32 - $189.2 $7,159 - $8,892	47 Added 1.31%	3,629 $680 Million
Q4 2023 Jan 29, 2024	SELL	$135.38 - $157.63 $34,928 - $40,668	-258 Reduced 6.72%	3,582 $562 Million
Q2 2023 Aug 08, 2023	SELL	$135.5 - $144.47 $16,937 - $18,058	-125 Reduced 3.15%	3,840 $554 Million
Q1 2023 Apr 10, 2023	BUY	$133.17 - $146.27 $121,184 - $133,105	910 Added 29.79%	3,965 $551 Million
Q4 2022 Feb 14, 2023	BUY	$134.21 - $152.76 $410,011 - $466,681	3,055 New	3,055 $446 Million

Others Institutions Holding MTUM

# of Institutions

963

Shares Held

67.4M

Call Options Held

203K

Put Options Held

3.11M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Mosaic Family Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History