Axxcess Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 4,112 shares of MTUM stock, worth $1.04 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,112

Previous 2,850 44.28%

Holding current value

$1.04 Million

Previous $576,000 71.53%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$180.84 - $240.32 $228,220 - $303,283	1,262 Added 44.28%	4,112 $988,000
Q1 2025 Apr 30, 2025	BUY	$196.12 - $229.48 $198,669 - $232,463	1,013 Added 55.14%	2,850 $576,000
Q4 2024 Feb 10, 2025	BUY	$201.32 - $217.44 $369,824 - $399,437	1,837 New	1,837 $380,000
Q2 2024 Aug 09, 2024	SELL	$173.58 - $198.8 $25,689 - $29,422	-148 Reduced 10.5%	1,262 $245,000
Q1 2024 May 14, 2024	BUY	$152.32 - $189.2 $214,771 - $266,772	1,410 New	1,410 $264,000
Q1 2022 Aug 11, 2022	SELL	$150.07 - $182.21 $165,677 - $201,159	-1,104 Closed	0 $0
Q4 2021 Aug 11, 2022	BUY	$173.56 - $193.75 $191,610 - $213,900	1,104 New	1,104 $201,000

Others Institutions Holding MTUM

# of Institutions

1,089

Shares Held

71.3M

Call Options Held

230K

Put Options Held

1.11M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History