W Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

W Advisors, LLC

  • $183 Million
  • Q3 2025

A detailed history of W Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, W Advisors, LLC holds 3,041 shares of MTUM stock, worth $748,298. This represents 0.43% of its overall portfolio holdings.

Number of Shares
3,041
Previous 3,028 0.43%
Holding current value
$748,298
Previous $727,000 7.15%
% of portfolio
0.43%
Previous 0.43%

Shares

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

Nov 14, 2025
BUY
$236.25 - $257.69 $3,071 - $3,349
13 Added 0.43%
3,041 $779,000
Q2 2025

Aug 07, 2025
SELL
$180.84 - $240.32 $723 - $961
-4 Reduced 0.13%
3,028 $727,000
Q1 2025

May 13, 2025
BUY
$196.12 - $229.48 $36,478 - $42,683
186 Added 6.54%
3,032 $612,000
Q4 2024

Jan 22, 2025
BUY
$201.32 - $217.44 $572,956 - $618,834
2,846 New
2,846 $588,000
Q4 2022

Feb 06, 2023
BUY
$134.21 - $152.76 $285,196 - $324,615
2,125 New
2,125 $310,000
Q1 2022

Aug 26, 2022
SELL
$150.07 - $182.21 $288,434 - $350,207
-1,922 Closed
0 $0
Q4 2021

Aug 15, 2022
BUY
$173.56 - $193.75 $333,582 - $372,387
1,922 New
1,922 $349,000

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
65.7M
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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