A detailed history of True Private Wealth Advisors transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, True Private Wealth Advisors holds 1,012 shares of MTUM stock, worth $249,022. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,012
Previous 1,011 0.1%
Holding current value
$249,022
Previous $242,000 7.02%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2025

BUY
$236.25 - $257.69 $236 - $257
1 Added 0.1%
1,012 $259,000
Q2 2025

Aug 11, 2025

SELL
$180.84 - $240.32 $84,994 - $112,950
-470 Reduced 31.74%
1,011 $242,000
Q1 2025

May 15, 2025

BUY
$196.12 - $229.48 $290,453 - $339,859
1,481 New
1,481 $299,000
Q4 2022

Feb 14, 2023

BUY
$134.21 - $152.76 $228,022 - $259,539
1,699 New
1,699 $247,000
Q3 2021

Nov 05, 2021

SELL
$167.02 - $183.38 $431,078 - $473,303
-2,581 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$159.69 - $175.61 $137,812 - $151,551
863 Added 50.23%
2,581 $447,000
Q1 2021

May 12, 2021

BUY
$150.0 - $178.04 $257,700 - $305,872
1,718 New
1,718 $276,000

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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