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

Lineweaver Wealth Advisors, LLC

$559 Million
Q2 2025

A detailed history of Lineweaver Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lineweaver Wealth Advisors, LLC holds 29,420 shares of MTUM stock, worth $7.46 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

29,420

Previous 28,905 1.78%

Holding current value

$7.46 Million

Previous $5.84 Million 21.02%

% of portfolio

1.26%

Previous 1.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$180.84 - $240.32 $93,132 - $123,764	515 Added 1.78%	29,420 $7.07 Million
Q1 2025 May 02, 2025	BUY	$196.12 - $229.48 $385,964 - $451,616	1,968 Added 7.31%	28,905 $5.84 Million
Q4 2024 Feb 04, 2025	BUY	$201.32 - $217.44 $5.42 Million - $5.86 Million	26,937 New	26,937 $5.57 Million
Q3 2021 Oct 22, 2021	SELL	$167.02 - $183.38 $2.85 Million - $3.13 Million	-17,082 Closed	0 $0
Q2 2021 Jul 26, 2021	BUY	$159.69 - $175.61 $2.73 Million - $3 Million	17,082 New	17,082 $2.96 Million

Others Institutions Holding MTUM

# of Institutions

1,068

Shares Held

70.9M

Call Options Held

229K

Put Options Held

1.12M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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