Blake Schutter Theil Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Blake Schutter Theil Wealth Advisors, LLC

$88.1 Billion
Q2 2025

A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 7,478 shares of MTUM stock, worth $1.9 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares

7,478

Previous 7,528 0.66%

Holding current value

$1.9 Million

Previous $1.52 Billion 18.1%

% of portfolio

2.04%

Previous 1.73%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$180.84 - $240.32 $9,042 - $12,016	-50 Reduced 0.66%	7,478 $1.8 Billion
Q1 2025 May 02, 2025	SELL	$196.12 - $229.48 $980 - $1,147	-5 Reduced 0.07%	7,528 $1.52 Billion
Q4 2024 Feb 07, 2025	SELL	$201.32 - $217.44 $142,534 - $153,947	-708 Reduced 8.59%	7,533 $1.56 Billion
Q3 2024 Oct 31, 2024	BUY	$175.46 - $203.3 $1.45 Million - $1.68 Million	8,241 New	8,241 $1.67 Billion

Others Institutions Holding MTUM

# of Institutions

1,072

Shares Held

70.9M

Call Options Held

229K

Put Options Held

1.12M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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Blake Schutter Theil Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History