Perissos Private Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Perissos Private Wealth Management, LLC

$137 Billion
Q3 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 2,727 shares of MTUM stock, worth $671,032. This represents 0.51% of its overall portfolio holdings.

Number of Shares

2,727

Previous 2,726 0.04%

Holding current value

$671,032

Previous $655 Million 6.76%

% of portfolio

0.51%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$236.25 - $257.69 $236 - $257	1 Added 0.04%	2,727 $699 Million
Q2 2025 Jul 31, 2025	BUY	$180.84 - $240.32 $180 - $240	1 Added 0.04%	2,726 $655 Million
Q1 2025 Apr 25, 2025	BUY	$196.12 - $229.48 $392 - $458	2 Added 0.07%	2,725 $551 Million
Q4 2024 Jan 29, 2025	SELL	$201.32 - $217.44 $18,118 - $19,569	-90 Reduced 3.2%	2,723 $564 Million
Q3 2024 Nov 12, 2024	SELL	$175.46 - $203.3 $17,019 - $19,720	-97 Reduced 3.33%	2,813 $570 Million

Q2 2024 Aug 09, 2024	SELL	$173.58 - $198.8 $2.95 Million - $3.38 Million	-16,988 Reduced 85.38%	2,910 $567 Million
Q1 2024 May 14, 2024	BUY	$152.32 - $189.2 $3.03 Million - $3.76 Million	19,898 New	19,898 $3.73 Billion

Others Institutions Holding MTUM

# of Institutions

1,106

Shares Held

65.9M

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 Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.

Account

Perissos Private Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History