Barnes Wealth Management Group, Inc Ishares Msci Usa Momentum Fact Transaction History

Barnes Wealth Management Group, Inc

  • $169 Billion
  • Q2 2025

A detailed history of Barnes Wealth Management Group, Inc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 9,947 shares of MTUM stock, worth $2.52 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
9,947
Previous 9,855 0.93%
Holding current value
$2.52 Million
Previous $1.99 Billion 20.0%
% of portfolio
1.41%
Previous 1.28%

Shares

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

Aug 27, 2025
BUY
$180.84 - $240.32 $16,637 - $22,109
92 Added 0.93%
9,947 $2.39 Billion
Q1 2025

May 14, 2025
BUY
$196.12 - $229.48 $31,379 - $36,716
160 Added 1.65%
9,855 $1.99 Billion
Q4 2024

May 12, 2025
BUY
$201.32 - $217.44 $1.95 Million - $2.11 Million
9,695 New
9,695 $2.01 Billion

Others Institutions Holding MTUM

# of Institutions
1,080
Shares Held
71.2M
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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