Whipplewood Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025

A detailed history of Whipplewood Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 14,652 shares of MTUM stock, worth $3.71 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
14,652
Previous 7,528 94.63%
Holding current value
$3.71 Million
Previous $2.95 Billion 19.37%
% of portfolio
1.93%
Previous 1.74%

Shares

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

Jul 31, 2025
BUY
$180.84 - $240.32 $1.29 Million - $1.71 Million
7,124 Added 94.63%
14,652 $3.52 Billion
Q1 2025

Apr 09, 2025
SELL
$196.12 - $229.48 $1.44 Million - $1.68 Million
-7,334 Reduced 49.35%
7,528 $2.95 Billion
Q4 2024

Feb 04, 2025
BUY
$201.32 - $217.44 $2.99 Million - $3.23 Million
14,862 New
14,862 $3.08 Billion

Others Institutions Holding MTUM

# of Institutions
1,094
Shares Held
71.3M
Call Options Held
230K
Put Options Held
1.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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