Retirement Wealth Solutions LLC Ishares Msci Usa Momentum Fact Transaction History

Retirement Wealth Solutions LLC

  • $152 Billion
  • Q3 2025

A detailed history of Retirement Wealth Solutions LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Retirement Wealth Solutions LLC holds 3,869 shares of MTUM stock, worth $952,044. This represents 0.65% of its overall portfolio holdings.

Number of Shares
3,869
Previous 3,294 17.46%
Holding current value
$952,044
Previous $792 Million 25.34%
% of portfolio
0.65%
Previous 0.58%

Shares

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

Oct 08, 2025
BUY
$236.25 - $257.69 $135,843 - $148,171
575 Added 17.46%
3,869 $992 Million
Q2 2025

Jul 07, 2025
BUY
$180.84 - $240.32 $24,775 - $32,923
137 Added 4.34%
3,294 $792 Million
Q1 2025

Apr 08, 2025
BUY
$196.12 - $229.48 $153,954 - $180,141
785 Added 33.09%
3,157 $638 Million
Q4 2024

Jan 15, 2025
BUY
$201.32 - $217.44 $477,531 - $515,767
2,372 New
2,372 $491 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

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