Caliber Wealth Management, LLC / Ks Ishares Msci Usa Momentum Fact Transaction History

Caliber Wealth Management, LLC / Ks

  • $897 Billion
  • Q3 2025

A detailed history of Caliber Wealth Management, LLC / Ks transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Caliber Wealth Management, LLC / Ks holds 9,641 shares of MTUM stock, worth $2.37 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
9,641
Previous 10,506 8.23%
Holding current value
$2.37 Million
Previous $2.52 Billion 2.07%
% of portfolio
0.28%
Previous 0.27%

Shares

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

Nov 05, 2025
SELL
$236.25 - $257.69 $204,356 - $222,901
-865 Reduced 8.23%
9,641 $2.47 Billion
Q2 2025

Jul 30, 2025
SELL
$180.84 - $240.32 $134,002 - $178,077
-741 Reduced 6.59%
10,506 $2.52 Billion
Q1 2025

May 06, 2025
BUY
$196.12 - $229.48 $2.21 Million - $2.58 Million
11,247 New
11,247 $2.27 Billion

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
65.9M
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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