Shore Haven Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Shore Haven Wealth Partners, LLC

$237 Million
Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 13,263 shares of MTUM stock, worth $3.26 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

13,263

Previous 12,831 3.37%

Holding current value

$3.26 Million

Previous $3.08 Million 10.31%

% of portfolio

1.43%

Previous 1.4%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$236.25 - $257.69 $102,060 - $111,322	432 Added 3.37%	13,263 $3.4 Million
Q2 2025 Jul 29, 2025	BUY	$180.84 - $240.32 $56,060 - $74,499	310 Added 2.48%	12,831 $3.08 Million
Q1 2025 May 06, 2025	BUY	$196.12 - $229.48 $270,057 - $315,993	1,377 Added 12.36%	12,521 $2.53 Million
Q4 2024 Jan 29, 2025	BUY	$201.32 - $217.44 $2.24 Million - $2.42 Million	11,144 New	11,144 $2.31 Million
Q1 2023 Apr 14, 2023	SELL	$133.17 - $146.27 $764,928 - $840,174	-5,744 Reduced 52.06%	5,289 $735,000

Q4 2022 Jan 24, 2023	BUY	$134.21 - $152.76 $1.48 Million - $1.69 Million	11,033 New	11,033 $0

Others Institutions Holding MTUM

# of Institutions

1,107

Shares Held

65.8M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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Shore Haven Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History