Wealthspire Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Wealthspire Advisors, LLC

  • $18.8 Billion
  • Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 1,394 shares of MTUM stock, worth $343,021. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,394
Previous 1,395 0.07%
Holding current value
$343,021
Previous $335,000 6.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
SELL
$236.25 - $257.69 $236 - $257
-1 Reduced 0.07%
1,394 $357,000
Q2 2025

Aug 11, 2025
SELL
$180.84 - $240.32 $31,104 - $41,335
-172 Reduced 10.98%
1,395 $335,000
Q1 2025

May 09, 2025
SELL
$196.12 - $229.48 $44,519 - $52,091
-227 Reduced 12.65%
1,567 $316,000
Q4 2024

Feb 03, 2025
BUY
$201.32 - $217.44 $361,168 - $390,087
1,794 New
1,794 $371,000
Q2 2021

Aug 13, 2021
SELL
$159.69 - $175.61 $440,584 - $484,507
-2,759 Closed
0 $0
Q1 2021

May 17, 2021
BUY
$150.0 - $178.04 $413,850 - $491,212
2,759 New
2,759 $444,000

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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