Sanchez Wealth Management Group Ishares Msci Usa Momentum Fact Transaction History

Sanchez Wealth Management Group

  • $386 Million
  • Q2 2025

A detailed history of Sanchez Wealth Management Group transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sanchez Wealth Management Group holds 112,547 shares of MTUM stock, worth $28.5 Million. This represents 7.01% of its overall portfolio holdings.

Number of Shares
112,547
Previous 107,752 4.45%
Holding current value
$28.5 Million
Previous $21.8 Million 24.19%
% of portfolio
7.01%
Previous 6.38%

Shares

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

Aug 07, 2025
BUY
$180.84 - $240.32 $867,127 - $1.15 Million
4,795 Added 4.45%
112,547 $27 Million
Q1 2025

Apr 16, 2025
BUY
$196.12 - $229.48 $1.63 Million - $1.91 Million
8,304 Added 8.35%
107,752 $21.8 Million
Q4 2024

Jan 28, 2025
BUY
$201.32 - $217.44 $2.01 Million - $2.17 Million
9,994 Added 11.17%
99,448 $20.6 Million
Q3 2024

Nov 05, 2024
BUY
$175.46 - $203.3 $2.55 Million - $2.96 Million
14,553 Added 19.43%
89,454 $18.1 Million
Q2 2024

Jul 17, 2024
BUY
$173.58 - $198.8 $662,381 - $758,620
3,816 Added 5.37%
74,901 $14.6 Million
Q1 2024

May 07, 2024
BUY
$152.32 - $189.2 $106,014 - $131,683
696 Added 0.99%
71,085 $13.3 Million
Q4 2023

Jan 16, 2024
SELL
$135.38 - $157.63 $13,267 - $15,447
-98 Reduced 0.14%
70,389 $11 Million
Q3 2023

Oct 27, 2023
BUY
$138.94 - $147.4 $180,205 - $191,177
1,297 Added 1.87%
70,487 $9.85 Million
Q2 2023

Aug 01, 2023
BUY
$135.5 - $144.47 $99,050 - $105,607
731 Added 1.07%
69,190 $9.98 Million
Q1 2023

May 04, 2023
SELL
$133.17 - $146.27 $932 - $1,023
-7 Reduced 0.01%
68,459 $9.52 Million
Q4 2022

Feb 08, 2023
SELL
$134.21 - $152.76 $152,596 - $173,688
-1,137 Reduced 1.63%
68,466 $9.99 Million
Q3 2022

Oct 13, 2022
SELL
$131.18 - $147.67 $140,100 - $157,711
-1,068 Reduced 1.51%
69,603 $9.13 Million
Q2 2022

Jul 13, 2022
BUY
$130.25 - $170.4 $125,951 - $164,776
967 Added 1.39%
70,671 $9.64 Million
Q1 2022

Apr 19, 2022
BUY
$150.07 - $182.21 $184,135 - $223,571
1,227 Added 1.79%
69,704 $11.7 Million
Q4 2021

Feb 14, 2022
BUY
$173.56 - $193.75 $643,386 - $718,231
3,707 Added 5.72%
68,477 $12.5 Million
Q3 2021

Oct 19, 2021
BUY
$167.02 - $183.38 $157,666 - $173,110
944 Added 1.48%
64,770 $11.4 Million
Q2 2021

Aug 09, 2021
BUY
$159.69 - $175.61 $324,170 - $356,488
2,030 Added 3.29%
63,826 $11.1 Million
Q1 2021

Apr 29, 2021
BUY
$150.0 - $178.04 $154,800 - $183,737
1,032 Added 1.7%
61,796 $9.94 Million
Q4 2020

Feb 01, 2021
SELL
$141.23 - $162.85 $129,507 - $149,333
-917 Reduced 1.49%
60,764 $9.8 Million
Q3 2020

Nov 10, 2020
BUY
$132.78 - $156.38 $73,029 - $86,009
550 Added 0.9%
61,681 $9.09 Million
Q2 2020

Aug 12, 2020
BUY
$101.08 - $131.0 $95,520 - $123,795
945 Added 1.57%
61,131 $8.01 Million
Q1 2020

May 15, 2020
BUY
$90.36 - $137.08 $13,011 - $19,739
144 Added 0.24%
60,186 $6.41 Million
Q4 2019

Jan 21, 2020
BUY
$115.87 - $125.91 $30,242 - $32,862
261 Added 0.44%
60,042 $7.54 Million
Q3 2019

Nov 08, 2019
BUY
$115.63 - $123.04 $466,798 - $496,712
4,037 Added 7.24%
59,781 $7.13 Million
Q2 2019

Jul 31, 2019
BUY
$111.41 - $120.45 $328,659 - $355,327
2,950 Added 5.59%
55,744 $6.61 Million
Q1 2019

May 06, 2019
BUY
$96.81 - $112.18 $17,522 - $20,304
181 Added 0.34%
52,794 $5.92 Million
Q4 2018

Feb 01, 2019
SELL
$92.8 - $119.62 $6.98 Million - $8.99 Million
-75,184 Reduced 58.83%
52,613 $5.27 Million
Q3 2018

Nov 13, 2018
BUY
$109.27 - $119.0 $21,526 - $23,443
197 Added 0.15%
127,797 $15.3 Million
Q2 2018

Aug 14, 2018
BUY
$102.58 - $114.35 $238,088 - $265,406
2,321 Added 1.85%
127,600 $14 Million
Q1 2018

May 14, 2018
BUY
$101.94 - $113.56 $7.94 Million - $8.85 Million
77,916 Added 164.51%
125,279 $12.9 Million
Q4 2017

Feb 12, 2018
BUY
$96.07 - $104.31 $4.55 Million - $4.94 Million
47,363
47,363 $5.07 Million

Others Institutions Holding MTUM

# of Institutions
1,072
Shares Held
70.9M
Call Options Held
229K
Put Options Held
1.12M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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