Brickley Wealth Management Ishares Msci Usa Momentum Fact Transaction History

Brickley Wealth Management

$482 Million
Q1 2025

A detailed history of Brickley Wealth Management transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Brickley Wealth Management holds 31,458 shares of MTUM stock, worth $7.48 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

31,458

Previous 31,458 -0.0%

Holding current value

$7.48 Million

Previous $6.51 Million 2.32%

% of portfolio

1.32%

Previous 1.32%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$175.46 - $203.3 $497,078 - $575,948	-2,833 Reduced 8.26%	31,458 $6.38 Million
Q3 2023 Oct 27, 2023	SELL	$138.94 - $147.4 $35,429 - $37,587	-255 Reduced 0.74%	34,291 $4.79 Million
Q2 2023 Jul 11, 2023	BUY	$135.5 - $144.47 $948 - $1,011	7 Added 0.02%	34,546 $4.98 Million
Q1 2023 Apr 28, 2023	BUY	$133.17 - $146.27 $544,132 - $597,659	4,086 Added 13.42%	34,539 $4.8 Million
Q4 2022 Jan 25, 2023	SELL	$134.21 - $152.76 $15,165 - $17,261	-113 Reduced 0.37%	30,453 $0
Q3 2022 Nov 01, 2022	SELL	$131.18 - $147.67 $62,966 - $70,881	-480 Reduced 1.55%	30,566 $4.01 Million
Q2 2022 Jul 29, 2022	SELL	$130.25 - $170.4 $106,935 - $139,898	-821 Reduced 2.58%	31,046 $4.23 Million
Q1 2022 Apr 25, 2022	SELL	$150.07 - $182.21 $11,855 - $14,394	-79 Reduced 0.25%	31,867 $5.36 Million
Q4 2021 Jan 25, 2022	SELL	$173.56 - $193.75 $125,483 - $140,081	-723 Reduced 2.21%	31,946 $5.81 Million
Q2 2021 Jul 27, 2021	BUY	$159.69 - $175.61 $62,758 - $69,014	393 Added 1.22%	32,669 $5.67 Million
Q1 2021 Apr 26, 2021	BUY	$150.0 - $178.04 $5,550 - $6,587	37 Added 0.11%	32,276 $5.19 Million
Q4 2020 Jan 20, 2021	BUY	$141.23 - $162.85 $91,517 - $105,526	648 Added 2.05%	32,239 $5.2 Million
Q3 2020 Oct 23, 2020	BUY	$132.78 - $156.38 $1.02 Million - $1.2 Million	7,693 Added 32.19%	31,591 $4.75 Million
Q2 2020 Aug 12, 2020	BUY	$101.08 - $131.0 $279,587 - $362,346	2,766 Added 13.09%	23,898 $3.13 Million
Q1 2020 May 13, 2020	BUY	$90.36 - $137.08 $1.91 Million - $2.9 Million	21,132 New	21,132 $2.25 Million

Others Institutions Holding MTUM

# of Institutions

990

Shares Held

76.2M

Call Options Held

848K

Put Options Held

507K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Brickley Wealth Management with notifications on news.

Account

Brickley Wealth Management Ishares Msci Usa Momentum Fact Transaction History