Fsm Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Fsm Wealth Advisors, LLC

$603 Million
Q2 2025

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 3,852 shares of MTUM stock, worth $946,282. This represents 0.15% of its overall portfolio holdings.

Number of Shares

3,852

Previous 3,851 0.03%

Holding current value

$946,282

Previous $778,000 18.89%

% of portfolio

0.15%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$180.84 - $240.32 $180 - $240	1 Added 0.03%	3,852 $925,000
Q4 2024 Jan 24, 2025	SELL	$201.32 - $217.44 $1,610 - $1,739	-8 Reduced 0.21%	3,851 $796,000
Q3 2024 Oct 30, 2024	BUY	$175.46 - $203.3 $4,211 - $4,879	24 Added 0.63%	3,859 $782,000
Q2 2024 Jul 12, 2024	BUY	$173.58 - $198.8 $347 - $397	2 Added 0.05%	3,835 $747,000
Q1 2024 May 14, 2024	BUY	$152.32 - $189.2 $304 - $378	2 Added 0.05%	3,833 $718,000
Q4 2023 May 14, 2024	BUY	$135.38 - $157.63 $1,489 - $1,733	11 Added 0.29%	3,831 $601,000
Q3 2023 Nov 14, 2023	BUY	$138.94 - $147.4 $125,046 - $132,660	900 Added 30.82%	3,820 $533,000
Q2 2023 Jul 12, 2023	BUY	$135.5 - $144.47 $395,660 - $421,852	2,920 New	2,920 $421,000

Others Institutions Holding MTUM

# of Institutions

1,034

Shares Held

68.7M

Call Options Held

869K

Put Options Held

510K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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Fsm Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History