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

Modera Wealth Management, LLC

  • $8.42 Billion
  • Q3 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Modera Wealth Management, LLC holds 7,320 shares of MTUM stock, worth $1.8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,320
Previous 7,300 0.27%
Holding current value
$1.8 Million
Previous $1.75 Million 7.01%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2025
BUY
$236.25 - $257.69 $4,725 - $5,153
20 Added 0.27%
7,320 $1.88 Million
Q2 2025

Aug 06, 2025
BUY
$180.84 - $240.32 $48,465 - $64,405
268 Added 3.81%
7,300 $1.75 Million
Q1 2025

May 08, 2025
SELL
$196.12 - $229.48 $392 - $458
-2 Reduced 0.03%
7,032 $1.42 Million
Q4 2024

Feb 05, 2025
BUY
$201.32 - $217.44 $402 - $434
2 Added 0.03%
7,034 $1.46 Million
Q2 2024

Jul 29, 2024
BUY
$173.58 - $198.8 $533,237 - $610,713
3,072 Added 77.58%
7,032 $1.37 Million
Q1 2024

May 14, 2024
BUY
$152.32 - $189.2 $21,934 - $27,244
144 Added 3.77%
3,960 $741,000
Q3 2023

Nov 30, 2023
SELL
$138.94 - $147.4 $64,190 - $68,098
-462 Reduced 10.8%
3,816 $533,000
Q3 2023

Nov 01, 2023
BUY
$138.94 - $147.4 $64,190 - $68,098
462 Added 12.11%
4,278 $597,000
Q4 2022

Feb 07, 2023
BUY
$134.21 - $152.76 $512,145 - $582,932
3,816 New
3,816 $556,000

Others Institutions Holding MTUM

# of Institutions
1,109
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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