Ergawealth Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History

Ergawealth Advisors, Inc.

  • $222 Billion
  • Q2 2025

A detailed history of Ergawealth Advisors, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 4,361 shares of MTUM stock, worth $1.06 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
4,361
Previous 3,221 35.39%
Holding current value
$1.06 Million
Previous $651 Million 60.97%
% of portfolio
0.47%
Previous 0.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$180.84 - $240.32 $206,157 - $273,964
1,140 Added 35.39%
4,361 $1.05 Billion
Q1 2025

Apr 22, 2025
BUY
$196.12 - $229.48 $236,716 - $276,982
1,207 Added 59.93%
3,221 $651 Million
Q4 2024

Feb 05, 2025
SELL
$201.32 - $217.44 $67,844 - $73,277
-337 Reduced 14.33%
2,014 $417 Million
Q3 2024

Oct 23, 2024
SELL
$175.46 - $203.3 $350 - $406
-2 Reduced 0.08%
2,351 $477 Million
Q2 2024

Jul 19, 2024
SELL
$173.58 - $198.8 $3,471 - $3,976
-20 Reduced 0.84%
2,353 $459 Million
Q1 2024

Apr 29, 2024
SELL
$152.32 - $189.2 $71,895 - $89,302
-472 Reduced 16.59%
2,373 $445 Million
Q4 2023

Jan 30, 2024
SELL
$135.38 - $157.63 $16,651 - $19,388
-123 Reduced 4.14%
2,845 $446 Million
Q3 2023

Oct 30, 2023
BUY
$138.94 - $147.4 $29,177 - $30,954
210 Added 7.61%
2,968 $415 Million
Q2 2023

Jul 17, 2023
SELL
$135.5 - $144.47 $11,246 - $11,991
-83 Reduced 2.92%
2,758 $398 Million
Q1 2023

May 02, 2023
SELL
$133.17 - $146.27 $179,779 - $197,464
-1,350 Reduced 32.21%
2,841 $395 Million
Q4 2022

Apr 14, 2023
BUY
$134.21 - $152.76 $562,474 - $640,217
4,191 New
4,191 $612 Million

Others Institutions Holding MTUM

# of Institutions
1,033
Shares Held
68.8M
Call Options Held
869K
Put Options Held
510K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Ergawealth Advisors, Inc. Portfolio

Follow Ergawealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ergawealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ergawealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email