Meredith Wealth Planning Ishares Msci Usa Momentum Fact Transaction History

Meredith Wealth Planning

$336 Billion
Q4 2025

A detailed history of Meredith Wealth Planning transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Meredith Wealth Planning holds 85,048 shares of MTUM stock, worth $20.9 Million. This represents 6.34% of its overall portfolio holdings.

Number of Shares

85,048

Previous 85,434 0.45%

Holding current value

$20.9 Million

Previous $21.9 Billion 2.83%

% of portfolio

6.34%

Previous 6.94%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$245.79 - $258.02 $94,874 - $99,595	-386 Reduced 0.45%	85,048 $21.3 Billion
Q3 2025 Oct 21, 2025	SELL	$236.25 - $257.69 $405,641 - $442,453	-1,717 Reduced 1.97%	85,434 $21.9 Billion
Q2 2025 Jul 16, 2025	BUY	$180.84 - $240.32 $748,135 - $994,203	4,137 Added 4.98%	87,151 $20.9 Billion
Q1 2025 May 07, 2025	SELL	$196.12 - $229.48 $401,849 - $470,204	-2,049 Reduced 2.41%	83,014 $16.8 Billion
Q4 2024 Jan 31, 2025	SELL	$201.32 - $217.44 $30,198 - $32,616	-150 Reduced 0.18%	85,063 $17.6 Billion

Q3 2024 Oct 18, 2024	SELL	$175.46 - $203.3 $122,997 - $142,513	-701 Reduced 0.82%	85,213 $17.3 Billion
Q2 2024 Jul 24, 2024	SELL	$173.58 - $198.8 $406,177 - $465,192	-2,340 Reduced 2.65%	85,914 $16.7 Billion
Q1 2024 Apr 23, 2024	SELL	$152.32 - $189.2 $222,691 - $276,610	-1,462 Reduced 1.63%	88,254 $16.5 Billion
Q4 2023 Jan 25, 2024	SELL	$135.38 - $157.63 $4.58 Million - $5.34 Million	-33,852 Reduced 27.4%	89,716 $14.1 Billion
Q3 2023 Oct 16, 2023	SELL	$138.94 - $147.4 $289,412 - $307,034	-2,083 Reduced 1.66%	123,568 $17.3 Billion
Q2 2023 Jul 14, 2023	SELL	$135.5 - $144.47 $1.27 Million - $1.36 Million	-9,404 Reduced 6.96%	125,651 $18.1 Billion
Q1 2023 Apr 24, 2023	BUY	$133.17 - $146.27 $1.42 Million - $1.56 Million	10,697 Added 8.6%	135,055 $18.8 Billion
Q4 2022 Feb 01, 2023	BUY	$134.21 - $152.76 $16.7 Million - $19 Million	124,358 New	124,358 $18.1 Billion

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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Meredith Wealth Planning Ishares Msci Usa Momentum Fact Transaction History