Tanglewood Legacy Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Tanglewood Legacy Advisors, LLC

$244 Billion
Q2 2025

A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 165 shares of MTUM stock, worth $40,533. This represents 0.02% of its overall portfolio holdings.

Number of Shares

165

Previous 285 42.11%

Holding current value

$40,533

Previous $57.6 Million 31.17%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$180.84 - $240.32 $21,700 - $28,838	-120 Reduced 42.11%	165 $39.7 Million
Q1 2025 Apr 22, 2025	SELL	$196.12 - $229.48 $4,314 - $5,048	-22 Reduced 7.17%	285 $57.6 Million
Q4 2024 Jan 30, 2025	SELL	$201.32 - $217.44 $10,066 - $10,872	-50 Reduced 14.01%	307 $63.5 Million
Q2 2024 Jul 17, 2024	SELL	$173.58 - $198.8 $13,886 - $15,904	-80 Reduced 18.31%	357 $69.6 Million
Q3 2023 Oct 18, 2023	SELL	$138.94 - $147.4 $37,513 - $39,798	-270 Reduced 38.19%	437 $61 Million
Q2 2023 Aug 01, 2023	SELL	$135.5 - $144.47 $20,325 - $21,670	-150 Reduced 17.5%	707 $102 Million
Q4 2022 Feb 13, 2023	BUY	$134.21 - $152.76 $115,017 - $130,915	857 New	857 $125 Million

Others Institutions Holding MTUM

# of Institutions

1,038

Shares Held

68.2M

Call Options Held

869K

Put Options Held

555K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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Tanglewood Legacy Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History