Tyler Stone Wealth Management Ishares Msci Usa Momentum Fact Transaction History

Tyler Stone Wealth Management

  • $523 Million
  • Q1 2025

A detailed history of Tyler Stone Wealth Management transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Tyler Stone Wealth Management holds 7,363 shares of MTUM stock, worth $1.8 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,363
Previous 7,853 6.24%
Holding current value
$1.8 Million
Previous $1.62 Million 8.37%
% of portfolio
0.28%
Previous 0.3%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$196.12 - $229.48 $96,098 - $112,445
-490 Reduced 6.24%
7,363 $1.49 Million
Q4 2024

Feb 11, 2025
BUY
$201.32 - $217.44 $4,630 - $5,001
23 Added 0.29%
7,853 $1.62 Million
Q3 2024

Nov 04, 2024
BUY
$175.46 - $203.3 $684,644 - $793,276
3,902 Added 99.34%
7,830 $1.59 Million
Q2 2024

Aug 14, 2024
SELL
$173.58 - $198.8 $8,505 - $9,741
-49 Reduced 1.23%
3,928 $765,000
Q1 2024

May 15, 2024
SELL
$152.32 - $189.2 $31,987 - $39,732
-210 Reduced 5.02%
3,977 $745,000
Q4 2023

Feb 14, 2024
SELL
$135.38 - $157.63 $16,110 - $18,757
-119 Reduced 2.76%
4,187 $656,000
Q3 2023

Nov 14, 2023
SELL
$138.94 - $147.4 $15,978 - $16,951
-115 Reduced 2.6%
4,306 $602,000
Q2 2023

Aug 14, 2023
SELL
$135.5 - $144.47 $34,010 - $36,261
-251 Reduced 5.37%
4,421 $638,000
Q4 2022

Feb 14, 2023
SELL
$134.21 - $152.76 $18,789 - $21,386
-140 Reduced 2.91%
4,672 $682,000
Q3 2022

Nov 14, 2022
SELL
$131.18 - $147.67 $261,441 - $294,306
-1,993 Reduced 29.29%
4,812 $631,000
Q1 2022

May 12, 2022
SELL
$150.07 - $182.21 $4,502 - $5,466
-30 Reduced 0.44%
6,805 $1.15 Million
Q4 2021

Feb 22, 2022
BUY
$173.56 - $193.75 $1.19 Million - $1.32 Million
6,835 New
6,835 $1.24 Million

Others Institutions Holding MTUM

# of Institutions
1,030
Shares Held
68.8M
Call Options Held
869K
Put Options Held
510K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
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