Mascoma Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History

Mascoma Wealth Management LLC

  • $416 Million
  • Q2 2025

A detailed history of Mascoma Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Mascoma Wealth Management LLC holds 25,805 shares of MTUM stock, worth $6.34 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
25,805
Previous 23,779 8.52%
Holding current value
$6.34 Million
Previous $4.81 Million 29.03%
% of portfolio
1.49%
Previous 1.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$180.84 - $240.32 $366,381 - $486,888
2,026 Added 8.52%
25,805 $6.2 Million
Q1 2025

Apr 24, 2025
BUY
$196.12 - $229.48 $4.66 Million - $5.46 Million
23,779 New
23,779 $4.81 Million
Q2 2022

Jul 14, 2022
BUY
$130.25 - $170.4 $1,953 - $2,556
15 New
15 $2,000
Q2 2021

Jul 06, 2021
SELL
$159.69 - $175.61 $38,964 - $42,848
-244 Closed
0 $0
Q1 2021

Apr 26, 2021
BUY
$150.0 - $178.04 $36,600 - $43,441
244 New
244 $39,000
Q4 2018

Jan 28, 2019
SELL
$92.8 - $119.62 $11,692 - $15,072
-126 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
$102.58 - $114.35 $12,925 - $14,408
126 New
126 $14,000

Others Institutions Holding MTUM

# of Institutions
1,038
Shares Held
68.2M
Call Options Held
869K
Put Options Held
555K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
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