Meredith Wealth Planning Ishares Msci Usa Momentum Fact Transaction History

Meredith Wealth Planning

  • $275 Billion
  • Q2 2025

A detailed history of Meredith Wealth Planning transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Meredith Wealth Planning holds 87,151 shares of MTUM stock, worth $21 Million. This represents 7.61% of its overall portfolio holdings.

Number of Shares
87,151
Previous 83,014 4.98%
Holding current value
$21 Million
Previous $16.8 Billion 24.82%
% of portfolio
7.61%
Previous 7.4%

Shares

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

Jul 16, 2025
BUY
$180.84 - $240.32 $748,135 - $994,203
4,137 Added 4.98%
87,151 $20.9 Billion
Q1 2025

May 07, 2025
SELL
$196.12 - $229.48 $401,849 - $470,204
-2,049 Reduced 2.41%
83,014 $16.8 Billion
Q4 2024

Jan 31, 2025
SELL
$201.32 - $217.44 $30,198 - $32,616
-150 Reduced 0.18%
85,063 $17.6 Billion
Q3 2024

Oct 18, 2024
SELL
$175.46 - $203.3 $122,997 - $142,513
-701 Reduced 0.82%
85,213 $17.3 Billion
Q2 2024

Jul 24, 2024
SELL
$173.58 - $198.8 $406,177 - $465,192
-2,340 Reduced 2.65%
85,914 $16.7 Billion
Q1 2024

Apr 23, 2024
SELL
$152.32 - $189.2 $222,691 - $276,610
-1,462 Reduced 1.63%
88,254 $16.5 Billion
Q4 2023

Jan 25, 2024
SELL
$135.38 - $157.63 $4.58 Million - $5.34 Million
-33,852 Reduced 27.4%
89,716 $14.1 Billion
Q3 2023

Oct 16, 2023
SELL
$138.94 - $147.4 $289,412 - $307,034
-2,083 Reduced 1.66%
123,568 $17.3 Billion
Q2 2023

Jul 14, 2023
SELL
$135.5 - $144.47 $1.27 Million - $1.36 Million
-9,404 Reduced 6.96%
125,651 $18.1 Billion
Q1 2023

Apr 24, 2023
BUY
$133.17 - $146.27 $1.42 Million - $1.56 Million
10,697 Added 8.6%
135,055 $18.8 Billion
Q4 2022

Feb 01, 2023
BUY
$134.21 - $152.76 $16.7 Million - $19 Million
124,358 New
124,358 $18.1 Billion

Others Institutions Holding MTUM

# of Institutions
1,028
Shares Held
67.7M
Call Options Held
869K
Put Options Held
514K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Meredith Wealth Planning Portfolio

Follow Meredith Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Meredith Wealth Planning, based on Form 13F filings with the SEC.

News

Stay updated on Meredith Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email