Shared Vision Wealth Group LLC Ishares Msci Usa Momentum Fact Transaction History

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 6,533 shares of MTUM stock, worth $1.61 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
6,533
Previous 6,268 4.23%
Holding current value
$1.61 Million
Previous $1.51 Billion 8.38%
% of portfolio
0.69%
Previous 0.76%

Shares

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

Oct 29, 2025
BUY
$236.25 - $257.69 $62,606 - $68,287
265 Added 4.23%
6,533 $1.64 Billion
Q2 2025

Aug 07, 2025
BUY
$180.84 - $240.32 $36,348 - $48,304
201 Added 3.31%
6,268 $1.51 Billion
Q1 2025

May 02, 2025
SELL
$196.12 - $229.48 $3,137 - $3,671
-16 Reduced 0.26%
6,067 $1.23 Billion
Q4 2024

Feb 06, 2025
BUY
$201.32 - $217.44 $1.22 Million - $1.32 Million
6,083 New
6,083 $1.26 Billion

Others Institutions Holding MTUM

# of Institutions
1,111
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
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