Willis Johnson & Associates, Inc. Ishares Msci Usa Momentum Fact Transaction History

Willis Johnson & Associates, Inc.

  • $1.61 Billion
  • Q3 2025

A detailed history of Willis Johnson & Associates, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Willis Johnson & Associates, Inc. holds 1,132 shares of MTUM stock, worth $278,551. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,132
Previous 1,167 3.0%
Holding current value
$278,551
Previous $280,000 3.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 06, 2025
SELL
$236.25 - $257.69 $8,268 - $9,019
-35 Reduced 3.0%
1,132 $290,000
Q2 2025

Aug 13, 2025
SELL
$180.84 - $240.32 $1,989 - $2,643
-11 Reduced 0.93%
1,167 $280,000
Q1 2025

May 15, 2025
BUY
$196.12 - $229.48 $21,573 - $25,242
110 Added 10.3%
1,178 $238,000
Q4 2024

Feb 14, 2025
SELL
$201.32 - $217.44 $37,042 - $40,008
-184 Reduced 14.7%
1,068 $220,000
Q3 2024

Oct 31, 2024
BUY
$175.46 - $203.3 $10,878 - $12,604
62 Added 5.21%
1,252 $253,000
Q1 2024

Apr 19, 2024
BUY
$152.32 - $189.2 $181,260 - $225,148
1,190 New
1,190 $222,000

Others Institutions Holding MTUM

# of Institutions
1,108
Shares Held
66M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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