Org Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025

A detailed history of Org Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Org Wealth Partners, LLC holds 2,605 shares of MTUM stock, worth $641,012. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,605
Previous 2,436 6.94%
Holding current value
$641,012
Previous $624,000 2.72%
% of portfolio
0.24%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$245.79 - $258.02 $41,538 - $43,605
169 Added 6.94%
2,605 $641,000
Q3 2025

Oct 24, 2025
SELL
$236.25 - $257.69 $7,087 - $7,730
-30 Reduced 1.22%
2,436 $624,000
Q2 2025

Jul 16, 2025
BUY
$180.84 - $240.32 $66,368 - $88,197
367 Added 17.48%
2,466 $592,000
Q1 2025

Apr 21, 2025
BUY
$196.12 - $229.48 $42,558 - $49,797
217 Added 11.53%
2,099 $424,000
Q4 2024

Jan 10, 2025
BUY
$201.32 - $217.44 $102,673 - $110,894
510 Added 37.17%
1,882 $389,000
Q3 2024

Oct 11, 2024
BUY
$175.46 - $203.3 $240,731 - $278,927
1,372 New
1,372 $278 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

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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