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

Mgb Wealth Management, LLC

  • $354 Billion
  • Q3 2025

A detailed history of Mgb Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 3,138 shares of MTUM stock, worth $772,167. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,138
Previous 1,791 75.21%
Holding current value
$772,167
Previous $430 Million 87.0%
% of portfolio
0.23%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$236.25 - $257.69 $318,228 - $347,108
1,347 Added 75.21%
3,138 $805 Million
Q2 2025

Aug 14, 2025
BUY
$180.84 - $240.32 $45,933 - $61,041
254 Added 16.53%
1,791 $430 Million
Q1 2025

May 09, 2025
BUY
$196.12 - $229.48 $146,893 - $171,880
749 Added 95.05%
1,537 $311 Million
Q4 2024

Jan 29, 2025
BUY
$201.32 - $217.44 $11,273 - $12,176
56 Added 7.65%
788 $163 Million
Q3 2024

Nov 12, 2024
BUY
$175.46 - $203.3 $128,436 - $148,815
732 New
732 $148 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

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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