Wealth Enhancement Advisory Services, LLC Ishares Msci Usa Momentum Fact Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,018,853 shares of MTUM stock, worth $258 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
1,018,853
Previous 925,556 10.08%
Holding current value
$258 Million
Previous $187 Million 30.88%
% of portfolio
0.44%
Previous 0.38%

Shares

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

Jul 10, 2025
BUY
$180.84 - $240.32 $16.9 Million - $22.4 Million
93,297 Added 10.08%
1,018,853 $245 Million
Q1 2025

Apr 16, 2025
SELL
$196.12 - $229.48 $3.48 Million - $4.07 Million
-17,730 Reduced 1.88%
925,556 $187 Million
Q4 2024

Mar 17, 2025
SELL
$201.32 - $217.44 $4.98 Million - $5.38 Million
-24,754 Reduced 2.56%
943,286 $195 Million
Q4 2024

Jan 10, 2025
BUY
$201.32 - $217.44 $35,029 - $37,834
174 Added 0.02%
968,040 $200 Million
Q3 2024

Oct 23, 2024
SELL
$175.46 - $203.3 $8.93 Million - $10.4 Million
-50,923 Reduced 5.0%
967,866 $196 Million
Q2 2024

Jul 16, 2024
SELL
$173.58 - $198.8 $5.9 Million - $6.75 Million
-33,962 Reduced 3.23%
1,018,789 $199 Million
Q1 2024

Apr 15, 2024
SELL
$152.32 - $189.2 $342 Million - $425 Million
-2,246,096 Reduced 68.09%
1,052,751 $197 Million
Q4 2023

Jan 30, 2024
BUY
$135.38 - $157.63 $24.2 Million - $28.2 Million
178,945 Added 5.74%
3,298,847 $518 Million
Q3 2023

Nov 13, 2023
BUY
$138.94 - $147.4 $127 Million - $135 Million
912,515 Added 41.34%
3,119,902 $436 Million
Q2 2023

Jul 21, 2023
BUY
$135.5 - $144.47 $8.32 Million - $8.87 Million
61,382 Added 2.86%
2,207,387 $318 Million
Q1 2023

Apr 25, 2023
BUY
$133.17 - $146.27 $2.82 Million - $3.1 Million
21,208 Added 1.0%
2,146,005 $298 Million
Q4 2022

Feb 01, 2023
BUY
$134.21 - $152.76 $10 Million - $11.4 Million
74,728 Added 3.65%
2,124,797 $310 Million
Q3 2022

Oct 17, 2022
BUY
$131.18 - $147.67 $20.3 Million - $22.8 Million
154,544 Added 8.15%
2,050,069 $277 Million
Q2 2022

Jul 18, 2022
BUY
$130.25 - $170.4 $23.9 Million - $31.3 Million
183,689 Added 10.73%
1,895,525 $261 Million
Q1 2022

Apr 18, 2022
BUY
$150.07 - $182.21 $11.2 Million - $13.7 Million
74,931 Added 4.58%
1,711,836 $292 Million
Q4 2021

Feb 08, 2022
BUY
$173.56 - $193.75 $16 Million - $17.8 Million
91,930 Added 5.95%
1,636,905 $270 Million
Q3 2021

Nov 03, 2021
BUY
$167.02 - $183.38 $7.15 Million - $7.85 Million
42,782 Added 2.85%
1,544,975 $293 Million
Q2 2021

Aug 10, 2021
BUY
$159.69 - $175.61 $16 Million - $17.6 Million
100,351 Added 7.16%
1,502,193 $257 Million
Q1 2021

May 12, 2021
BUY
$150.0 - $178.04 $6.17 Million - $7.32 Million
41,137 Added 3.02%
1,401,842 $234 Million
Q4 2020

Feb 10, 2021
BUY
$141.23 - $162.85 $9.14 Million - $10.5 Million
64,692 Added 4.99%
1,360,705 $224 Million
Q3 2020

Nov 12, 2020
SELL
$132.78 - $156.38 $864,132 - $1.02 Million
-6,508 Reduced 0.5%
1,296,013 $200 Million
Q2 2020

Oct 13, 2020
BUY
$101.08 - $131.0 $132 Million - $171 Million
1,302,521 New
1,302,521 $184 Million
Q2 2020

Aug 10, 2020
SELL
$101.08 - $131.0 $125 Million - $162 Million
-1,232,888 Closed
0 $0
Q1 2020

May 01, 2020
BUY
$90.36 - $137.08 $3.22 Million - $4.88 Million
35,636 Added 2.98%
1,232,888 $145 Million
Q4 2019

Feb 05, 2020
BUY
$115.87 - $125.91 $8.76 Million - $9.52 Million
75,622 Added 6.74%
1,197,252 $150 Million
Q3 2019

Nov 06, 2019
BUY
$115.63 - $123.04 $11.8 Million - $12.5 Million
101,722 Added 9.97%
1,121,630 $133 Million
Q2 2019

Aug 02, 2019
BUY
$111.41 - $120.45 $22.8 Million - $24.6 Million
204,331 Added 25.05%
1,019,908 $125 Million
Q1 2019

Apr 30, 2019
BUY
$96.81 - $112.18 $6.95 Million - $8.06 Million
71,820 Added 9.66%
815,577 $91.8 Million
Q4 2018

Feb 04, 2019
SELL
$92.8 - $119.62 $208,614 - $268,905
-2,248 Reduced 0.3%
743,757 $78.5 Million
Q3 2018

Nov 02, 2018
BUY
$109.27 - $119.0 $1.23 Million - $1.34 Million
11,266 Added 1.53%
746,005 $78.3 Million
Q2 2018

Jul 30, 2018
BUY
$102.58 - $114.35 $5.14 Million - $5.73 Million
50,089 Added 7.32%
734,739 $82.9 Million
Q1 2018

Apr 26, 2018
BUY
$101.94 - $113.56 $7.16 Million - $7.97 Million
70,200 Added 11.42%
684,650 $73.1 Million
Q4 2017

Jan 19, 2018
BUY
$96.07 - $104.31 $4.77 Million - $5.18 Million
49,651 Added 8.79%
614,450 $67 Million
Q3 2017

Oct 18, 2017
BUY
$93.76 - $95.68 $53 Million - $54 Million
564,799
564,799 $54.8 Million

Others Institutions Holding MTUM

# of Institutions
1,070
Shares Held
71M
Call Options Held
229K
Put Options Held
1.12M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
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