A detailed history of Mgb Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 1,537 shares of MTUM stock, worth $346,947. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,537
Previous 788 95.05%
Holding current value
$346,947
Previous $163 Million 90.54%
% of portfolio
0.11%
Previous 0.05%

Shares

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

May 09, 2025

BUY
$196.12 - $229.48 $146,893 - $171,880
749 Added 95.05%
1,537 $311 Million
Q4 2024

Jan 29, 2025

BUY
$201.32 - $217.44 $11,273 - $12,176
56 Added 7.65%
788 $163 Million
Q3 2024

Nov 12, 2024

BUY
$175.46 - $203.3 $128,436 - $148,815
732 New
732 $148 Million

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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