Axis Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Axis Wealth Partners, LLC

  • $181 Billion
  • Q4 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 1,331 shares of MTUM stock, worth $327,519. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,331
Previous 940 41.6%
Holding current value
$327,519
Previous $241 Million 38.14%
% of portfolio
0.18%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 30, 2026
BUY
$245.79 - $258.02 $96,103 - $100,885
391 Added 41.6%
1,331 $333 Million
Q3 2025

Oct 24, 2025
SELL
$236.25 - $257.69 $11,103 - $12,111
-47 Reduced 4.76%
940 $241 Million
Q2 2025

Jul 15, 2025
SELL
$180.84 - $240.32 $11,212 - $14,899
-62 Reduced 5.91%
987 $237 Million
Q4 2024

Feb 07, 2025
BUY
$201.32 - $217.44 $211,184 - $228,094
1,049 New
1,049 $217 Million

Others Institutions Holding MTUM

# of Institutions
1,123
Shares Held
67.1M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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