Global Wealth Strategies & Associates Ishares Msci Usa Momentum Fact Transaction History

Global Wealth Strategies & Associates

$389 Billion
Q3 2025

A detailed history of Global Wealth Strategies & Associates transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Global Wealth Strategies & Associates holds 43,550 shares of MTUM stock, worth $11 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares

43,550

Previous 44,543 2.23%

Holding current value

$11 Million

Previous $10.7 Billion 4.33%

% of portfolio

2.87%

Previous 3.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 02, 2025	SELL	$236.25 - $257.69 $234,596 - $255,886	-993 Reduced 2.23%	43,550 $11.2 Billion
Q2 2025 Jul 07, 2025	SELL	$180.84 - $240.32 $789,004 - $1.05 Million	-4,363 Reduced 8.92%	44,543 $10.7 Billion
Q1 2025 Apr 02, 2025	SELL	$196.12 - $229.48 $50,206 - $58,746	-256 Reduced 0.52%	48,906 $9.89 Billion
Q4 2024 Jan 02, 2025	BUY	$201.32 - $217.44 $177,362 - $191,564	881 Added 1.82%	49,162 $10.2 Billion
Q3 2024 Oct 01, 2024	BUY	$175.46 - $203.3 $277,051 - $321,010	1,579 Added 3.38%	48,281 $9.79 Billion
Q2 2024 Jul 02, 2024	BUY	$173.58 - $198.8 $1.53 Million - $1.75 Million	8,795 Added 23.2%	46,702 $9.1 Billion
Q1 2024 Apr 01, 2024	BUY	$152.32 - $189.2 $5.77 Million - $7.17 Million	37,907 New	37,907 $7.1 Billion
Q2 2023 Jul 05, 2023	BUY	$135.5 - $144.47 $406 - $433	3 New	3 $433,000
Q4 2022 Jan 17, 2023	BUY	$134.21 - $152.76 $4,697 - $5,346	35 New	35 $5.11 Million

Others Institutions Holding MTUM

# of Institutions

1,080

Shares Held

71.2M

Call Options Held

230K

Put Options Held

1.11M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Global Wealth Strategies & Associates Ishares Msci Usa Momentum Fact Transaction History