True Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

True Wealth Advisors, LLC

  • $307 Million
  • Q4 2025

A detailed history of True Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, True Wealth Advisors, LLC holds 873 shares of MTUM stock, worth $214,819. This represents 0.07% of its overall portfolio holdings.

Number of Shares
873
Holding current value
$214,819
% of portfolio
0.07%

Shares

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

Jan 07, 2026
BUY
$245.79 - $258.02 $214,574 - $225,251
873 New
873 $214,000
Q4 2022

Jan 23, 2023
SELL
$134.21 - $152.76 $121,325 - $138,095
-904 Reduced 36.84%
1,550 $0
Q3 2022

Oct 21, 2022
SELL
$131.18 - $147.67 $83,036 - $93,475
-633 Reduced 20.51%
2,454 $322,000
Q2 2022

Jul 27, 2022
SELL
$130.25 - $170.4 $198,501 - $259,689
-1,524 Reduced 33.05%
3,087 $421,000
Q1 2022

May 05, 2022
BUY
$150.07 - $182.21 $106,549 - $129,369
710 Added 18.2%
4,611 $838,000
Q1 2022

May 04, 2022
SELL
$150.07 - $182.21 $106,549 - $129,369
-710 Reduced 15.4%
3,901 $585,000
Q4 2021

Feb 02, 2022
SELL
$173.56 - $193.75 $74,804 - $83,506
-431 Reduced 8.55%
4,611 $838,000
Q3 2021

Oct 25, 2021
SELL
$167.02 - $183.38 $1.43 Million - $1.57 Million
-8,588 Reduced 63.01%
5,042 $885,000
Q2 2021

Jul 23, 2021
BUY
$159.69 - $175.61 $221,170 - $243,219
1,385 Added 11.31%
13,630 $2.36 Million
Q1 2021

Apr 22, 2021
SELL
$150.0 - $178.04 $71,850 - $85,281
-479 Reduced 3.76%
12,245 $1.97 Million
Q4 2020

Jan 25, 2021
BUY
$141.23 - $162.85 $1.8 Million - $2.07 Million
12,724 New
12,724 $2.11 Million

Others Institutions Holding MTUM

# of Institutions
1,109
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
  • Industry ETFs
More about MTUM
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