Whalen Wealth Management Inc. Ishares Msci Usa Momentum Fact Transaction History

Whalen Wealth Management Inc.

  • $171 Billion
  • Q3 2025

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 937 shares of MTUM stock, worth $236,957. This represents 0.14% of its overall portfolio holdings.

Number of Shares
937
Previous 6,766 86.15%
Holding current value
$236,957
Previous $1.63 Billion 85.22%
% of portfolio
0.14%
Previous 1.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$236.25 - $257.69 $1.38 Million - $1.5 Million
-5,829 Reduced 86.15%
937 $240 Million
Q2 2025

Aug 04, 2025
BUY
$180.84 - $240.32 $1.01 Million - $1.35 Million
5,599 Added 479.78%
6,766 $1.63 Billion
Q1 2025

Apr 22, 2025
BUY
$196.12 - $229.48 $228,872 - $267,803
1,167 New
1,167 $236 Million

Others Institutions Holding MTUM

# of Institutions
1,072
Shares Held
70.9M
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
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email