A detailed history of 5 T Wealth, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, 5 T Wealth, LLC holds 13,689 shares of MTUM stock, worth $3.46 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares
13,689
Previous 12,913 6.01%
Holding current value
$3.46 Million
Previous $3.1 Billion 13.11%
% of portfolio
1.53%
Previous 1.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025

BUY
$236.25 - $257.69 $183,330 - $199,967
776 Added 6.01%
13,689 $3.51 Billion
Q2 2025

Aug 05, 2025

BUY
$180.84 - $240.32 $188,073 - $249,932
1,040 Added 8.76%
12,913 $3.1 Billion
Q1 2025

Apr 22, 2025

SELL
$196.12 - $229.48 $299,671 - $350,645
-1,528 Reduced 11.4%
11,873 $2.4 Billion
Q4 2024

Jan 31, 2025

BUY
$201.32 - $217.44 $2.7 Million - $2.91 Million
13,401 New
13,401 $2.77 Billion

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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