Meredith Wealth Planning Ishares Msci Usa Momentum Fact Transaction History

Meredith Wealth Planning

  • $275 Billion
  • Q2 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 87,151 shares of MTUM stock, worth $21.4 Million. This represents 7.61% of its overall portfolio holdings.

Number of Shares
87,151
Previous 83,014 4.98%
Holding current value
$21.4 Million
Previous $16.8 Billion 24.82%
% of portfolio
7.61%
Previous 7.4%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,043
Shares Held
68.5M
Call Options Held
869K
Put Options Held
555K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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