Sea Crest Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Sea Crest Wealth Management, LLC

  • $913 Million
  • Q4 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 1,935 shares of MTUM stock, worth $476,145. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,935
Previous 1,901 1.79%
Holding current value
$476,145
Previous $487,000 2.26%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jan 12, 2026
BUY
$245.79 - $258.02 $8,356 - $8,772
34 Added 1.79%
1,935 $476,000
Q3 2025

Nov 13, 2025
SELL
$236.25 - $257.69 $20,317 - $22,161
-86 Reduced 4.33%
1,901 $487,000
Q2 2025

Jul 11, 2025
BUY
$180.84 - $240.32 $7,233 - $9,612
40 Added 2.05%
1,987 $477,000
Q1 2025

Apr 11, 2025
SELL
$196.12 - $229.48 $5,491 - $6,425
-28 Reduced 1.42%
1,947 $391,000
Q4 2024

Jan 14, 2025
BUY
$201.32 - $217.44 $20,937 - $22,613
104 Added 5.56%
1,975 $408,000
Q3 2024

Oct 16, 2024
SELL
$175.46 - $203.3 $31,231 - $36,187
-178 Reduced 8.69%
1,871 $379,000
Q2 2024

Jul 19, 2024
BUY
$173.58 - $198.8 $36,278 - $41,549
209 Added 11.36%
2,049 $399,000
Q1 2024

Apr 18, 2024
SELL
$152.32 - $189.2 $94,438 - $117,304
-620 Reduced 25.2%
1,840 $344,000
Q4 2023

Jan 18, 2024
SELL
$135.38 - $157.63 $305,688 - $355,928
-2,258 Reduced 47.86%
2,460 $385,000
Q3 2023

Oct 12, 2023
SELL
$138.94 - $147.4 $4,585 - $4,864
-33 Reduced 0.69%
4,718 $659,000
Q2 2023

Jul 14, 2023
SELL
$135.5 - $144.47 $130,622 - $139,269
-964 Reduced 16.87%
4,751 $685,000
Q1 2023

May 11, 2023
BUY
$133.17 - $146.27 $121,850 - $133,837
915 Added 19.06%
5,715 $794,000
Q4 2022

Feb 14, 2023
BUY
$134.21 - $152.76 $97,839 - $111,362
729 Added 17.91%
4,800 $700,000
Q3 2022

Nov 14, 2022
BUY
$131.18 - $147.67 $72,280 - $81,366
551 Added 15.65%
4,071 $534,000
Q2 2022

Aug 09, 2022
BUY
$130.25 - $170.4 $30,218 - $39,532
232 Added 7.06%
3,520 $480,000
Q1 2022

May 16, 2022
SELL
$150.07 - $182.21 $40,218 - $48,832
-268 Reduced 7.54%
3,288 $553,000
Q4 2021

Feb 11, 2022
SELL
$173.56 - $193.75 $139,715 - $155,968
-805 Reduced 18.46%
3,556 $647,000
Q3 2021

Nov 16, 2021
SELL
$167.02 - $183.38 $11,524 - $12,653
-69 Reduced 1.56%
4,361 $766,000
Q2 2021

Aug 12, 2021
BUY
$159.69 - $175.61 $23,474 - $25,814
147 Added 3.43%
4,430 $768,000
Q1 2021

May 17, 2021
SELL
$150.0 - $178.04 $79,800 - $94,717
-532 Reduced 11.05%
4,283 $689,000
Q4 2020

Feb 09, 2021
SELL
$141.23 - $162.85 $54,232 - $62,534
-384 Reduced 7.39%
4,815 $777,000
Q3 2020

Nov 12, 2020
SELL
$132.78 - $156.38 $235,950 - $277,887
-1,777 Reduced 25.47%
5,199 $766,000
Q2 2020

Jul 27, 2020
BUY
$101.08 - $131.0 $86,827 - $112,529
859 Added 14.04%
6,976 $914,000
Q1 2020

May 13, 2020
BUY
$90.36 - $137.08 $24,939 - $37,834
276 Added 4.73%
6,117 $651,000
Q4 2019

Jan 22, 2020
SELL
$115.87 - $125.91 $28,272 - $30,722
-244 Reduced 4.01%
5,841 $733,000
Q3 2019

Oct 15, 2019
BUY
$115.63 - $123.04 $43,014 - $45,770
372 Added 6.51%
6,085 $726,000
Q2 2019

Jul 19, 2019
BUY
$111.41 - $120.45 $1,559 - $1,686
14 Added 0.25%
5,713 $678,000
Q1 2019

May 10, 2019
BUY
$96.81 - $112.18 $93,905 - $108,814
970 Added 20.51%
5,699 $639,000
Q4 2018

Feb 13, 2019
SELL
$92.8 - $119.62 $75,539 - $97,370
-814 Reduced 14.69%
4,729 $474,000
Q3 2018

Nov 14, 2018
SELL
$109.27 - $119.0 $9,834 - $10,710
-90 Reduced 1.6%
5,543 $660,000
Q2 2018

Aug 03, 2018
SELL
$102.58 - $114.35 $2,051 - $2,287
-20 Reduced 0.35%
5,633 $618,000
Q1 2018

Apr 20, 2018
SELL
$101.94 - $113.56 $48,727 - $54,281
-478 Reduced 7.8%
5,653 $599,000
Q4 2017

Feb 02, 2018
BUY
$96.07 - $104.31 $589,005 - $639,524
6,131
6,131 $632,000

Others Institutions Holding MTUM

# of Institutions
1,105
Shares Held
65.9M
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
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More about MTUM
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