Global Wealth Strategies & Associates Ishares Msci Usa Momentum Fact Transaction History

Global Wealth Strategies & Associates

  • $349 Billion
  • Q2 2025

A detailed history of Global Wealth Strategies & Associates transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 44,543 shares of MTUM stock, worth $10.5 Million. This represents 3.06% of its overall portfolio holdings.

Number of Shares
44,543
Previous 48,906 8.92%
Holding current value
$10.5 Million
Previous $9.89 Billion 8.29%
% of portfolio
3.06%
Previous 3.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$180.84 - $240.32 $789,004 - $1.05 Million
-4,363 Reduced 8.92%
44,543 $10.7 Billion
Q1 2025

Apr 02, 2025
SELL
$196.12 - $229.48 $50,206 - $58,746
-256 Reduced 0.52%
48,906 $9.89 Billion
Q4 2024

Jan 02, 2025
BUY
$201.32 - $217.44 $177,362 - $191,564
881 Added 1.82%
49,162 $10.2 Billion
Q3 2024

Oct 01, 2024
BUY
$175.46 - $203.3 $277,051 - $321,010
1,579 Added 3.38%
48,281 $9.79 Billion
Q2 2024

Jul 02, 2024
BUY
$173.58 - $198.8 $1.53 Million - $1.75 Million
8,795 Added 23.2%
46,702 $9.1 Billion
Q1 2024

Apr 01, 2024
BUY
$152.32 - $189.2 $5.77 Million - $7.17 Million
37,907 New
37,907 $7.1 Billion
Q2 2023

Jul 05, 2023
BUY
$135.5 - $144.47 $406 - $433
3 New
3 $433,000
Q4 2022

Jan 17, 2023
BUY
$134.21 - $152.76 $4,697 - $5,346
35 New
35 $5.11 Million

Others Institutions Holding MTUM

# of Institutions
1,010
Shares Held
78.4M
Call Options Held
848K
Put Options Held
507K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Global Wealth Strategies & Associates Portfolio

Follow Global Wealth Strategies & Associates and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Strategies & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Strategies & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email