Summit Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Summit Wealth Partners, LLC

  • $541 Billion
  • Q4 2025

A detailed history of Summit Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 935 shares of MTUM stock, worth $230,075. This represents 0.04% of its overall portfolio holdings.

Number of Shares
935
Previous 913 2.41%
Holding current value
$230,075
Previous $234 Million 0.02%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$245.79 - $258.02 $5,407 - $5,676
22 Added 2.41%
935 $234 Million
Q3 2025

Oct 21, 2025
SELL
$236.25 - $257.69 $28,350 - $30,922
-120 Reduced 11.62%
913 $234 Million
Q2 2025

Aug 11, 2025
BUY
$180.84 - $240.32 $186,807 - $248,250
1,033 New
1,033 $248 Million
Q2 2022

Sep 11, 2024
SELL
$130.25 - $170.4 $216,215 - $282,864
-1,660 Closed
0 $0
Q1 2022

Sep 11, 2024
BUY
$150.07 - $182.21 $600 - $728
4 Added 0.24%
1,660 $279 Million
Q4 2021

Sep 10, 2024
SELL
$173.56 - $193.75 $12,843 - $14,337
-74 Reduced 4.28%
1,656 $301 Million
Q3 2021

Sep 10, 2024
BUY
$167.02 - $183.38 $5,845 - $6,418
35 Added 2.06%
1,730 $304 Million
Q2 2021

Sep 10, 2024
SELL
$159.69 - $175.61 $68,986 - $75,863
-432 Reduced 20.31%
1,695 $294 Million
Q1 2021

Sep 10, 2024
SELL
$150.0 - $178.04 $83,700 - $99,346
-558 Reduced 20.78%
2,127 $342 Million
Q4 2020

Sep 10, 2024
SELL
$141.23 - $162.85 $445,015 - $513,140
-3,151 Reduced 53.99%
2,685 $433 Million
Q3 2020

Sep 10, 2024
BUY
$132.78 - $156.38 $111,004 - $130,733
836 Added 16.72%
5,836 $860 Million
Q2 2020

Sep 10, 2024
BUY
$101.08 - $131.0 $505,400 - $655,000
5,000 New
5,000 $655 Million

Others Institutions Holding MTUM

# of Institutions
1,123
Shares Held
67.1M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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