Lodestone Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History

Lodestone Wealth Management LLC

$222 Billion
Q3 2025

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 6,704 shares of MTUM stock, worth $1.65 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

6,704

Previous 6,693 0.16%

Holding current value

$1.65 Million

Previous $1.35 Billion 27.08%

% of portfolio

0.77%

Previous 0.72%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$236.25 - $257.69 $2,598 - $2,834	11 Added 0.16%	6,704 $1.72 Billion
Q1 2025 Apr 28, 2025	SELL	$196.12 - $229.48 $35,889 - $41,994	-183 Reduced 2.66%	6,693 $1.35 Billion
Q4 2024 Jan 30, 2025	SELL	$201.32 - $217.44 $3,422 - $3,696	-17 Reduced 0.25%	6,876 $1.42 Billion
Q3 2024 Oct 29, 2024	BUY	$175.46 - $203.3 $289,509 - $335,445	1,650 Added 31.47%	6,893 $1.4 Billion
Q2 2024 Jul 16, 2024	BUY	$173.58 - $198.8 $25,689 - $29,422	148 Added 2.9%	5,243 $1.02 Billion

Q1 2024 Apr 30, 2024	BUY	$152.32 - $189.2 $33,510 - $41,624	220 Added 4.51%	5,095 $955 Million
Q4 2023 Jan 24, 2024	BUY	$135.38 - $157.63 $35,198 - $40,983	260 Added 5.63%	4,875 $765 Million
Q3 2023 Oct 20, 2023	BUY	$138.94 - $147.4 $197,850 - $209,897	1,424 Added 44.63%	4,615 $645 Million
Q2 2023 Jul 25, 2023	BUY	$135.5 - $144.47 $432,380 - $461,003	3,191 New	3,191 $460 Million

Others Institutions Holding MTUM

# of Institutions

1,111

Shares Held

65.7M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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Lodestone Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History