Kingsview Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Kingsview Wealth Management, LLC

$5.28 Billion
Q2 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 2,338 shares of MTUM stock, worth $591,256. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,338

Previous 1,243 88.09%

Holding current value

$591,256

Previous $251,000 123.51%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$180.84 - $240.32 $198,019 - $263,150	1,095 Added 88.09%	2,338 $561,000
Q1 2025 May 02, 2025	SELL	$196.12 - $229.48 $17,062 - $19,964	-87 Reduced 6.54%	1,243 $251,000
Q4 2024 Jan 28, 2025	BUY	$201.32 - $217.44 $40,666 - $43,922	202 Added 17.91%	1,330 $275,000
Q3 2024 Nov 12, 2024	BUY	$175.46 - $203.3 $13,159 - $15,247	75 Added 7.12%	1,128 $228,000
Q2 2024 Aug 14, 2024	BUY	$173.58 - $198.8 $182,779 - $209,336	1,053 New	1,053 $205,000
Q3 2022 Nov 14, 2022	BUY	$131.18 - $147.67 $5,116 - $5,759	39 Added 2.48%	1,612 $211,000
Q2 2022 Aug 16, 2022	SELL	$130.25 - $170.4 $97,557 - $127,629	-749 Reduced 32.26%	1,573 $215,000
Q1 2022 Feb 08, 2024	BUY	$150.07 - $182.21 $276,579 - $335,813	1,843 New	1,843 $310,000
Q4 2021 Feb 17, 2022	SELL	$173.56 - $193.75 $26,728 - $29,837	-154 Reduced 6.22%	2,322 $422,000
Q3 2021 Dec 03, 2021	SELL	$167.02 - $183.38 $14,697 - $16,137	-88 Reduced 3.43%	2,476 $435,000
Q2 2021 Aug 17, 2021	SELL	$159.69 - $175.61 $8,463 - $9,307	-53 Reduced 2.03%	2,564 $445,000
Q1 2021 May 24, 2021	SELL	$150.0 - $178.04 $19,950 - $23,679	-133 Reduced 4.84%	2,617 $428,000
Q4 2020 Feb 16, 2021	SELL	$141.23 - $162.85 $572,263 - $659,868	-4,052 Reduced 59.57%	2,750 $444,000
Q3 2020 Nov 19, 2020	SELL	$132.78 - $156.38 $147,385 - $173,581	-1,110 Reduced 14.03%	6,802 $1 Million
Q2 2020 Aug 14, 2020	BUY	$101.08 - $131.0 $486,599 - $630,634	4,814 Added 155.39%	7,912 $1.04 Million
Q1 2020 May 11, 2020	BUY	$90.36 - $137.08 $69,035 - $104,729	764 Added 32.73%	3,098 $330,000
Q4 2019 Jan 31, 2020	BUY	$115.87 - $125.91 $22,247 - $24,174	192 Added 8.96%	2,334 $293,000
Q4 2019 Jan 30, 2020	SELL	$115.87 - $125.91 $429,182 - $466,370	-3,704 Reduced 63.36%	2,142 $221,000
Q3 2019 Jan 29, 2020	SELL	$115.63 - $123.04 $193,564 - $205,968	-1,674 Reduced 22.26%	5,846 $697,000
Q2 2019 Jan 29, 2020	BUY	$111.41 - $120.45 $533,096 - $576,353	4,785 Added 174.95%	7,520 $892,000
Q1 2019 Jan 29, 2020	BUY	$96.81 - $112.18 $871 - $1,009	9 Added 0.33%	2,735 $307,000
Q4 2018 Jan 29, 2020	BUY	$92.8 - $119.62 $252,972 - $326,084	2,726 New	2,726 $273,000
Q1 2018 Jan 29, 2020	SELL	$101.94 - $113.56 $218,355 - $243,245	-2,142 Closed	0 $0
Q4 2017 Jan 29, 2020	BUY	$96.07 - $104.31 $205,781 - $223,432	2,142	2,142 $221,000

Others Institutions Holding MTUM

# of Institutions

1,071

Shares Held

70.9M

Call Options Held

229K

Put Options Held

1.12M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Kingsview Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History