Whittier Trust CO Ishares Msci Usa Momentum Fact Transaction History

Whittier Trust CO

$8.62 Billion
Q3 2025

A detailed history of Whittier Trust CO transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Whittier Trust CO holds 13 shares of MTUM stock, worth $3,198. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,198

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$236.25 - $257.69 $3,071 - $3,349	13 New	13 $3,000
Q2 2020 Jul 10, 2020	SELL	$101.08 - $131.0 $191,041 - $247,590	-1,890 Closed	0 $0
Q1 2020 Apr 27, 2020	BUY	$90.36 - $137.08 $170,780 - $259,081	1,890 New	1,890 $201,000

Others Institutions Holding MTUM

# of Institutions

1,107

Shares Held

65.8M

Call Options Held

456K

Put Options Held

930K

Mercer Global Advisors Inc Denver, CO

7.6M
Shares

$1.87 Billion
3.32% of portfolio
Envestnet Asset Management Inc

6.19M
Shares

$1.52 Billion
0.49% of portfolio
Morgan Stanley New York, NY

3.26M
Shares

$802 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.06M
Shares

$754 Million
0.26% of portfolio
Lpl Financial LLC Fort Mill, SC

2.64M
Shares

$649 Million
0.21% of portfolio

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whittier Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Whittier Trust CO with notifications on news.

Account