Spence Asset Management Ishares Msci Usa Momentum Fact Transaction History

Spence Asset Management

  • $578 Million
  • Q4 2025

A detailed history of Spence Asset Management transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Spence Asset Management holds 11,858 shares of MTUM stock, worth $2.92 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
11,858
Previous 9,058 30.91%
Holding current value
$2.92 Million
Previous $2.32 Million 25.57%
% of portfolio
0.5%
Previous 0.49%

Shares

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

Jan 09, 2026
BUY
$245.79 - $258.02 $688,212 - $722,456
2,800 Added 30.91%
11,858 $2.92 Million
Q3 2025

Oct 14, 2025
BUY
$236.25 - $257.69 $1.52 Million - $1.66 Million
6,444 Added 246.52%
9,058 $2.32 Million
Q2 2025

Jul 11, 2025
BUY
$180.84 - $240.32 $472,715 - $628,196
2,614 New
2,614 $628,000

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

MTUM Quotes by TradingView
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