Strategies Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Strategies Wealth Advisors, LLC

  • $916 Billion
  • Q2 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 857 shares of MTUM stock, worth $216,726. This represents 0.02% of its overall portfolio holdings.

Number of Shares
857
Holding current value
$216,726
% of portfolio
0.02%

Shares

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

Aug 08, 2025
BUY
$180.84 - $240.32 $154,979 - $205,954
857 New
857 $206 Million
Q2 2023

Jul 12, 2023
BUY
$135.5 - $144.47 $252,301 - $269,003
1,862 New
1,862 $269 Million
Q4 2022

Jun 27, 2023
SELL
$134.21 - $152.76 $277,680 - $316,060
-2,069 Closed
0 $0
Q2 2022

Jun 27, 2023
BUY
$130.25 - $170.4 $781 - $1,022
6 Added 0.29%
2,069 $282 Million
Q1 2022

Jun 27, 2023
SELL
$150.07 - $182.21 $12,005 - $14,576
-80 Reduced 3.73%
2,063 $347 Million
Q4 2021

Jun 26, 2023
BUY
$173.56 - $193.75 $371,939 - $415,206
2,143 New
2,143 $390 Million

Others Institutions Holding MTUM

# of Institutions
1,080
Shares Held
71.2M
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
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