Nova R Wealth, Inc. Ishares Msci Usa Momentum Fact Transaction History

Nova R Wealth, Inc.

$202 Million
Q2 2025

A detailed history of Nova R Wealth, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Nova R Wealth, Inc. holds 4,890 shares of MTUM stock, worth $1.19 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

4,890

Previous 5,523 11.46%

Holding current value

$1.19 Million

Previous $1.12 Million 5.29%

% of portfolio

0.58%

Previous 0.59%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$180.84 - $240.32 $114,471 - $152,122	-633 Reduced 11.46%	4,890 $1.18 Million
Q1 2025 Apr 23, 2025	SELL	$196.12 - $229.48 $9,021 - $10,556	-46 Reduced 0.83%	5,523 $1.12 Million
Q4 2024 Jan 30, 2025	SELL	$201.32 - $217.44 $85,762 - $92,629	-426 Reduced 7.11%	5,569 $1.15 Million
Q3 2024 Oct 15, 2024	SELL	$175.46 - $203.3 $52,988 - $61,396	-302 Reduced 4.8%	5,995 $1.22 Million
Q2 2024 Jul 18, 2024	SELL	$173.58 - $198.8 $33,500 - $38,368	-193 Reduced 2.97%	6,297 $1.23 Million
Q1 2024 Apr 12, 2024	SELL	$152.32 - $189.2 $249,043 - $309,342	-1,635 Reduced 20.12%	6,490 $1.22 Million
Q4 2023 Jan 19, 2024	SELL	$135.38 - $157.63 $418,594 - $487,391	-3,092 Reduced 27.57%	8,125 $1.27 Million
Q3 2023 Oct 18, 2023	SELL	$138.94 - $147.4 $4.35 Million - $4.61 Million	-31,273 Reduced 73.6%	11,217 $1.57 Million
Q2 2023 Jul 27, 2023	SELL	$135.5 - $144.47 $70,189 - $74,835	-518 Reduced 1.2%	42,490 $6.13 Million
Q1 2023 Apr 17, 2023	BUY	$133.17 - $146.27 $597,800 - $656,606	4,489 Added 11.65%	43,008 $5.98 Million
Q4 2022 Jan 31, 2023	BUY	$134.21 - $152.76 $1.06 Million - $1.2 Million	7,865 Added 25.66%	38,519 $5.62 Million
Q3 2022 Oct 25, 2022	BUY	$131.18 - $147.67 $1.35 Million - $1.52 Million	10,313 Added 50.7%	30,654 $4.02 Million
Q2 2022 Jul 15, 2022	BUY	$130.25 - $170.4 $61,738 - $80,769	474 Added 2.39%	20,341 $2.77 Million
Q1 2022 May 10, 2022	BUY	$150.07 - $182.21 $362,419 - $440,037	2,415 Added 13.84%	19,867 $3.34 Million
Q4 2021 Jan 27, 2022	BUY	$173.56 - $193.75 $3.03 Million - $3.38 Million	17,452 New	17,452 $3.17 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

Ticker MTUM
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