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

Meridian Wealth Management, LLC

$2.26 Billion
Q2 2025

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 1,285 shares of MTUM stock, worth $324,963. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,285

Previous 1,347 4.6%

Holding current value

$324,963

Previous $272,000 13.24%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$180.84 - $240.32 $11,212 - $14,899	-62 Reduced 4.6%	1,285 $308,000
Q1 2025 May 12, 2025	SELL	$196.12 - $229.48 $588 - $688	-3 Reduced 0.22%	1,347 $272,000
Q3 2024 Nov 12, 2024	SELL	$175.46 - $203.3 $6,141 - $7,115	-35 Reduced 2.53%	1,350 $273,000
Q2 2024 Aug 08, 2024	BUY	$173.58 - $198.8 $240,408 - $275,338	1,385 New	1,385 $269,000
Q4 2023 Feb 08, 2024	SELL	$135.38 - $157.63 $41,697 - $48,550	-308 Reduced 18.05%	1,398 $219,000
Q3 2023 Oct 17, 2023	SELL	$138.94 - $147.4 $13,477 - $14,297	-97 Reduced 5.38%	1,706 $238,000
Q2 2023 Aug 02, 2023	SELL	$135.5 - $144.47 $27,506 - $29,327	-203 Reduced 10.12%	1,803 $260,000
Q1 2023 May 12, 2023	SELL	$133.17 - $146.27 $18,643 - $20,477	-140 Reduced 6.52%	2,006 $278,000
Q4 2022 Feb 13, 2023	BUY	$134.21 - $152.76 $22,547 - $25,663	168 Added 8.49%	2,146 $313,000
Q3 2022 Nov 14, 2022	SELL	$131.18 - $147.67 $34,106 - $38,394	-260 Reduced 11.62%	1,978 $259,000
Q1 2022 May 12, 2022	BUY	$150.07 - $182.21 $2,551 - $3,097	17 Added 0.77%	2,238 $377,000
Q4 2021 Jan 27, 2022	SELL	$173.56 - $193.75 $10,413 - $11,625	-60 Reduced 2.63%	2,221 $404,000
Q3 2021 Oct 15, 2021	BUY	$167.02 - $183.38 $40,418 - $44,377	242 Added 11.87%	2,281 $400,000
Q2 2021 Jul 22, 2021	BUY	$159.69 - $175.61 $7,665 - $8,429	48 Added 2.41%	2,039 $354,000
Q1 2021 May 07, 2021	SELL	$150.0 - $178.04 $900 - $1,068	-6 Reduced 0.3%	1,991 $320,000
Q4 2020 Jan 19, 2021	BUY	$141.23 - $162.85 $5,931 - $6,839	42 Added 2.15%	1,997 $322,000
Q3 2020 Oct 09, 2020	BUY	$132.78 - $156.38 $19,385 - $22,831	146 Added 8.07%	1,955 $288,000
Q2 2020 Jul 15, 2020	BUY	$101.08 - $131.0 $182,853 - $236,979	1,809 New	1,809 $236,000

Others Institutions Holding MTUM

# of Institutions

1,094

Shares Held

71.3M

Call Options Held

230K

Put Options Held

1.11M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

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