Mosaic Family Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Mosaic Family Wealth Partners, LLC

  • $785 Billion
  • Q2 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 2,746 shares of MTUM stock, worth $674,582. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,746
Previous 2,920 5.96%
Holding current value
$674,582
Previous $590 Million 11.79%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Aug 11, 2025
SELL
$180.84 - $240.32 $31,466 - $41,815
-174 Reduced 5.96%
2,746 $660 Million
Q1 2025

May 02, 2025
BUY
$196.12 - $229.48 $36,086 - $42,224
184 Added 6.73%
2,920 $590 Million
Q4 2024

Feb 14, 2025
BUY
$201.32 - $217.44 $9,059 - $9,784
45 Added 1.67%
2,736 $566 Million
Q3 2024

Nov 13, 2024
SELL
$175.46 - $203.3 $102,995 - $119,337
-587 Reduced 17.91%
2,691 $546 Million
Q2 2024

Aug 06, 2024
SELL
$173.58 - $198.8 $60,926 - $69,778
-351 Reduced 9.67%
3,278 $639 Million
Q1 2024

Jun 13, 2024
BUY
$152.32 - $189.2 $7,159 - $8,892
47 Added 1.31%
3,629 $680 Million
Q4 2023

Jan 29, 2024
SELL
$135.38 - $157.63 $34,928 - $40,668
-258 Reduced 6.72%
3,582 $562 Million
Q2 2023

Aug 08, 2023
SELL
$135.5 - $144.47 $16,937 - $18,058
-125 Reduced 3.15%
3,840 $554 Million
Q1 2023

Apr 10, 2023
BUY
$133.17 - $146.27 $121,184 - $133,105
910 Added 29.79%
3,965 $551 Million
Q4 2022

Feb 14, 2023
BUY
$134.21 - $152.76 $410,011 - $466,681
3,055 New
3,055 $446 Million

Others Institutions Holding MTUM

# of Institutions
1,034
Shares Held
68.7M
Call Options Held
869K
Put Options Held
510K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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  • Ticker MTUM
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