Perissos Private Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Perissos Private Wealth Management, LLC

$126 Billion
Q2 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 2,726 shares of MTUM stock, worth $665,307. This represents 0.52% of its overall portfolio holdings.

Number of Shares

2,726

Previous 2,725 0.04%

Holding current value

$665,307

Previous $551 Million 18.94%

% of portfolio

0.52%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$180.84 - $240.32 $180 - $240	1 Added 0.04%	2,726 $655 Million
Q1 2025 Apr 25, 2025	BUY	$196.12 - $229.48 $392 - $458	2 Added 0.07%	2,725 $551 Million
Q4 2024 Jan 29, 2025	SELL	$201.32 - $217.44 $18,118 - $19,569	-90 Reduced 3.2%	2,723 $564 Million
Q3 2024 Nov 12, 2024	SELL	$175.46 - $203.3 $17,019 - $19,720	-97 Reduced 3.33%	2,813 $570 Million
Q2 2024 Aug 09, 2024	SELL	$173.58 - $198.8 $2.95 Million - $3.38 Million	-16,988 Reduced 85.38%	2,910 $567 Million
Q1 2024 May 14, 2024	BUY	$152.32 - $189.2 $3.03 Million - $3.76 Million	19,898 New	19,898 $3.73 Billion

Others Institutions Holding MTUM

# of Institutions

1,033

Shares Held

68.8M

Call Options Held

869K

Put Options Held

510K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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Perissos Private Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History