Straight Path Wealth Management Ishares Msci Usa Momentum Fact Transaction History

Straight Path Wealth Management

  • $373 Million
  • Q3 2025

A detailed history of Straight Path Wealth Management transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Straight Path Wealth Management holds 69,773 shares of MTUM stock, worth $17.2 Million. This represents 4.79% of its overall portfolio holdings.

Number of Shares
69,773
Previous 66,348 5.16%
Holding current value
$17.2 Million
Previous $15.9 Million 12.22%
% of portfolio
4.79%
Previous 6.09%

Shares

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

Nov 03, 2025
BUY
$236.25 - $257.69 $809,156 - $882,588
3,425 Added 5.16%
69,773 $17.9 Million
Q2 2025

Jul 29, 2025
BUY
$180.84 - $240.32 $429,856 - $571,240
2,377 Added 3.72%
66,348 $15.9 Million
Q1 2025

Apr 28, 2025
BUY
$196.12 - $229.48 $323,009 - $377,953
1,647 Added 2.64%
63,971 $12.9 Million
Q4 2024

Feb 06, 2025
SELL
$201.32 - $217.44 $123,006 - $132,855
-611 Reduced 0.97%
62,324 $12.9 Million
Q3 2024

Nov 06, 2024
BUY
$175.46 - $203.3 $58,779 - $68,105
335 Added 0.54%
62,935 $12.8 Million
Q2 2024

Aug 15, 2024
BUY
$173.58 - $198.8 $467,450 - $535,368
2,693 Added 4.5%
62,600 $12.2 Million
Q1 2024

Apr 30, 2024
SELL
$152.32 - $189.2 $74,027 - $91,951
-486 Reduced 0.8%
59,907 $11.2 Million
Q4 2023

Jan 23, 2024
BUY
$135.38 - $157.63 $658,623 - $766,869
4,865 Added 8.76%
60,393 $9.48 Million
Q3 2023

Oct 31, 2023
BUY
$138.94 - $147.4 $333,594 - $353,907
2,401 Added 4.52%
55,528 $7.76 Million
Q2 2023

Jul 25, 2023
BUY
$135.5 - $144.47 $2.79 Million - $2.98 Million
20,610 Added 63.38%
53,127 $7.66 Million
Q1 2023

Apr 26, 2023
BUY
$133.17 - $146.27 $304,426 - $334,373
2,286 Added 7.56%
32,517 $4.52 Million
Q4 2022

Jan 20, 2023
SELL
$134.21 - $152.76 $261,441 - $297,576
-1,948 Reduced 6.05%
30,231 $0
Q3 2022

Oct 21, 2022
BUY
$131.18 - $147.67 $435,517 - $490,264
3,320 Added 11.5%
32,179 $4.22 Million
Q2 2022

Jul 19, 2022
SELL
$130.25 - $170.4 $203,450 - $266,164
-1,562 Reduced 5.13%
28,859 $3.94 Million
Q1 2022

Apr 29, 2022
BUY
$150.07 - $182.21 $1.32 Million - $1.61 Million
8,812 Added 40.78%
30,421 $5.12 Million
Q4 2021

Jan 26, 2022
BUY
$173.56 - $193.75 $3.75 Million - $4.19 Million
21,609 New
21,609 $3.93 Million

Others Institutions Holding MTUM

# of Institutions
1,109
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
  • Sector ETFs
  • Industry ETFs
More about MTUM
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