Wealth Shield Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Wealth Shield Partners, LLC

  • $839 Million
  • Q3 2025

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 16,804 shares of MTUM stock, worth $4.13 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
16,804
Previous 16,572 1.4%
Holding current value
$4.13 Million
Previous $3.98 Million 8.21%
% of portfolio
0.51%
Previous 0.5%

Shares

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

Oct 31, 2025
BUY
$236.25 - $257.69 $54,810 - $59,784
232 Added 1.4%
16,804 $4.31 Million
Q2 2025

Aug 08, 2025
BUY
$180.84 - $240.32 $30,381 - $40,373
168 Added 1.02%
16,572 $3.98 Million
Q1 2025

May 09, 2025
BUY
$196.12 - $229.48 $332,423 - $388,968
1,695 Added 11.52%
16,404 $3.32 Million
Q4 2024

Feb 04, 2025
BUY
$201.32 - $217.44 $2.4 Million - $2.59 Million
11,908 Added 425.13%
14,709 $3.04 Million
Q3 2024

Nov 04, 2024
BUY
$175.46 - $203.3 $157,914 - $182,970
900 Added 47.34%
2,801 $567,000
Q2 2024

Jul 26, 2024
SELL
$173.58 - $198.8 $39,402 - $45,127
-227 Reduced 10.67%
1,901 $370,000
Q1 2024

Apr 29, 2024
SELL
$152.32 - $189.2 $141,962 - $176,334
-932 Reduced 30.46%
2,128 $398,000
Q4 2023

Jan 23, 2024
SELL
$135.38 - $157.63 $48,872 - $56,904
-361 Reduced 10.55%
3,060 $480,000
Q3 2023

Oct 25, 2023
BUY
$138.94 - $147.4 $30,288 - $32,133
218 Added 6.81%
3,421 $477,000
Q2 2023

Aug 03, 2023
SELL
$135.5 - $144.47 $442,136 - $471,405
-3,263 Reduced 50.46%
3,203 $462,000
Q1 2023

May 08, 2023
SELL
$133.17 - $146.27 $1.12 Million - $1.23 Million
-8,415 Reduced 56.55%
6,466 $899,000
Q4 2022

Feb 13, 2023
BUY
$134.21 - $152.76 $1.71 Million - $1.94 Million
12,712 Added 586.08%
14,881 $2.17 Million
Q3 2022

Nov 04, 2022
SELL
$131.18 - $147.67 $30,433 - $34,259
-232 Reduced 9.66%
2,169 $285,000
Q2 2022

Aug 11, 2022
SELL
$130.25 - $170.4 $905,237 - $1.18 Million
-6,950 Reduced 74.32%
2,401 $327,000
Q1 2022

May 09, 2022
SELL
$150.07 - $182.21 $2.15 Million - $2.61 Million
-14,342 Reduced 60.53%
9,351 $1.57 Million
Q4 2021

Feb 10, 2022
BUY
$173.56 - $193.75 $1.5 Million - $1.67 Million
8,643 Added 57.43%
23,693 $4.31 Million
Q3 2021

Nov 12, 2021
SELL
$167.02 - $183.38 $14.1 Million - $15.5 Million
-84,665 Reduced 84.91%
15,050 $2.64 Million
Q2 2021

Aug 06, 2021
BUY
$159.69 - $175.61 $5.3 Million - $5.83 Million
33,181 Added 49.87%
99,715 $17.3 Million
Q1 2021

May 17, 2021
BUY
$150.0 - $178.04 $4.27 Million - $5.07 Million
28,493 Added 74.9%
66,534 $10.7 Million
Q4 2020

Feb 16, 2021
BUY
$141.23 - $162.85 $3.06 Million - $3.53 Million
21,696 Added 132.74%
38,041 $6.14 Million
Q3 2020

Oct 30, 2020
BUY
$132.78 - $156.38 $1.38 Million - $1.63 Million
10,403 Added 175.08%
16,345 $2.41 Million
Q2 2020

Aug 13, 2020
SELL
$101.08 - $131.0 $1.02 Million - $1.32 Million
-10,043 Reduced 62.83%
5,942 $778,000
Q1 2020

May 12, 2020
SELL
$90.36 - $137.08 $128,220 - $194,516
-1,419 Reduced 8.15%
15,985 $1.7 Million
Q4 2019

Feb 13, 2020
SELL
$115.87 - $125.91 $175,079 - $190,250
-1,511 Reduced 7.99%
17,404 $2.19 Million
Q3 2019

Nov 13, 2019
BUY
$115.63 - $123.04 $1.59 Million - $1.69 Million
13,743 Added 265.72%
18,915 $2.26 Million
Q2 2019

Aug 12, 2019
BUY
$111.41 - $120.45 $13,926 - $15,056
125 Added 2.48%
5,172 $613,000
Q1 2019

May 14, 2019
BUY
$96.81 - $112.18 $122,658 - $142,132
1,267 Added 33.52%
5,047 $566,000
Q4 2018

Feb 14, 2019
SELL
$92.8 - $119.62 $1.11 Million - $1.44 Million
-12,011 Reduced 76.06%
3,780 $379,000
Q3 2018

Nov 05, 2018
BUY
$109.27 - $119.0 $1.71 Million - $1.86 Million
15,640 Added 10357.62%
15,791 $1.88 Million
Q2 2018

Aug 02, 2018
BUY
$102.58 - $114.35 $5,744 - $6,403
56 Added 58.95%
151 $17,000
Q1 2018

May 11, 2018
SELL
$101.94 - $113.56 $24,057 - $26,800
-236 Reduced 71.3%
95 $10,000
Q4 2017

Apr 18, 2018
BUY
$96.07 - $104.31 $31,799 - $34,526
331
331 $34,000

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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