World Equity Group, Inc. Ishares Msci Usa Momentum Fact Transaction History

World Equity Group, Inc.

$358 Billion
Q4 2025

A detailed history of World Equity Group, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, World Equity Group, Inc. holds 3,342 shares of MTUM stock, worth $822,365. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,342

Previous 3,051 9.54%

Holding current value

$822,365

Previous $782 Million 6.92%

% of portfolio

0.23%

Previous 0.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$245.79 - $258.02 $71,524 - $75,083	291 Added 9.54%	3,342 $837 Million
Q3 2025 Oct 24, 2025	BUY	$236.25 - $257.69 $37,327 - $40,715	158 Added 5.46%	3,051 $782 Million
Q2 2025 Jul 15, 2025	SELL	$180.84 - $240.32 $25,317 - $33,644	-140 Reduced 4.62%	2,893 $695 Million
Q1 2025 Apr 22, 2025	BUY	$196.12 - $229.48 $66,092 - $77,334	337 Added 12.5%	3,033 $613 Million
Q4 2024 Feb 04, 2025	BUY	$201.32 - $217.44 $250,442 - $270,495	1,244 Added 85.67%	2,696 $558 Million

Q3 2024 Oct 29, 2024	BUY	$175.46 - $203.3 $254,767 - $295,191	1,452 New	1,452 $294 Million
Q1 2024 Jul 18, 2024	BUY	$152.32 - $189.2 $181,565 - $225,526	1,192 New	1,192 $223 Million
Q2 2023 Aug 26, 2024	SELL	$135.5 - $144.47 $1.11 Million - $1.18 Million	-8,166 Closed	0 $0
Q1 2023 Aug 26, 2024	BUY	$133.17 - $146.27 $1.09 Million - $1.19 Million	8,166 New	8,166 $558 Million
Q4 2022 Sep 06, 2024	BUY	$134.21 - $152.76 $519,661 - $591,486	3,872 Added 221.89%	5,617 $820 Million
Q3 2022 Sep 06, 2024	BUY	$131.18 - $147.67 $228,909 - $257,684	1,745 New	1,745 $229 Million
Q2 2022 Sep 06, 2024	SELL	$130.25 - $170.4 $16,151 - $21,129	-124 Reduced 6.63%	1,745 $238 Million
Q1 2022 Sep 06, 2024	BUY	$150.07 - $182.21 $280,480 - $340,550	1,869 New	1,869 $314 Million

Others Institutions Holding MTUM

# of Institutions

1,115

Shares Held

66.3M

Call Options Held

456K

Put Options Held

930K

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 World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.

Account

World Equity Group, Inc. Ishares Msci Usa Momentum Fact Transaction History