Strategic Wealth Partners, Ltd. Ishares Msci Usa Momentum Fact Transaction History

Strategic Wealth Partners, Ltd.

  • $1.14 Billion
  • Q2 2025

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 577 shares of MTUM stock, worth $145,917. This represents 0.01% of its overall portfolio holdings.

Number of Shares
577
Holding current value
$145,917
% of portfolio
0.01%

Shares

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

Aug 11, 2025
BUY
$180.84 - $240.32 $104,344 - $138,664
577 New
577 $138,000
Q4 2022

Apr 24, 2023
SELL
$134.21 - $152.76 $396,053 - $450,794
-2,951 Closed
0 $0
Q3 2022

Apr 24, 2023
BUY
$131.18 - $147.67 $387,112 - $435,774
2,951 New
2,951 $397,000
Q2 2022

Aug 22, 2022
SELL
$130.25 - $170.4 $196,026 - $256,452
-1,505 Closed
0 $0
Q1 2022

May 19, 2022
SELL
$150.07 - $182.21 $3.77 Million - $4.58 Million
-25,109 Reduced 94.35%
1,505 $253,000
Q4 2021

Feb 11, 2022
BUY
$173.56 - $193.75 $401,617 - $448,337
2,314 Added 9.52%
26,614 $4.84 Million
Q3 2021

Nov 12, 2021
BUY
$167.02 - $183.38 $87,017 - $95,540
521 Added 2.19%
24,300 $4.27 Million
Q2 2021

Aug 25, 2021
SELL
$159.69 - $175.61 $114,178 - $125,561
-715 Reduced 2.92%
23,779 $4.12 Million
Q1 2021

May 24, 2021
BUY
$150.0 - $178.04 $47,850 - $56,794
319 Added 1.32%
24,494 $3.94 Million
Q4 2020

Feb 18, 2021
BUY
$141.23 - $162.85 $47,312 - $54,554
335 Added 1.41%
24,175 $3.9 Million
Q3 2020

Nov 10, 2020
SELL
$132.78 - $156.38 $2.28 Million - $2.69 Million
-17,188 Reduced 41.89%
23,840 $3.51 Million
Q2 2020

Aug 11, 2020
BUY
$101.08 - $131.0 $4.15 Million - $5.37 Million
41,028 New
41,028 $5.38 Million
Q4 2019

Jan 30, 2020
SELL
$115.87 - $125.91 $6,025 - $6,547
-52 Closed
0 $0
Q3 2019

Oct 28, 2019
BUY
$115.63 - $123.04 $6,012 - $6,398
52 New
52 $6,000

Others Institutions Holding MTUM

# of Institutions
1,094
Shares Held
71.3M
Call Options Held
230K
Put Options Held
1.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Strategic Wealth Partners, Ltd. Portfolio

Follow Strategic Wealth Partners, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email