Caldwell Trust CO Ishares Msci Usa Momentum Fact Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Caldwell Trust CO holds 68 shares of MTUM stock, worth $17,196. This represents 0.0% of its overall portfolio holdings.

Number of Shares
68
Previous 68 -0.0%
Holding current value
$17,196
Previous $16.3 Million 6.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Sep 22, 2025
BUY
$180.84 - $240.32 $12,297 - $16,341
68 New
68 $16.3 Million
Q4 2024

Sep 24, 2025
SELL
$201.32 - $217.44 $11,676 - $12,611
-58 Reduced 85.29%
10 $2.07 Million
Q1 2021

Oct 02, 2025
BUY
$150.0 - $178.04 $8,100 - $9,614
54 Added 79.41%
122 $19.6 Million
Q4 2020

Oct 02, 2025
BUY
$141.23 - $162.85 $7,626 - $8,793
54 Added 79.41%
122 $19.7 Million
Q1 2020

Oct 02, 2025
BUY
$90.36 - $137.08 $4,879 - $7,402
54 Added 79.41%
122 $13 Million
Q4 2019

Oct 06, 2025
BUY
$115.87 - $125.91 $6,256 - $6,799
54 Added 79.41%
122 $15.3 Million

Others Institutions Holding MTUM

# of Institutions
1,078
Shares Held
71.2M
Call Options Held
229K
Put Options Held
1.12M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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