Cibc Private Wealth Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Cibc Private Wealth Group, LLC

$51.3 Billion
Q1 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 1,402 shares of MTUM stock, worth $354,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,402

Previous 1,371 2.26%

Holding current value

$354,551

Previous $283,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$196.12 - $229.48 $6,079 - $7,113	31 Added 2.26%	1,402 $283,000
Q4 2024 Feb 12, 2025	BUY	$201.32 - $217.44 $91,399 - $98,717	454 Added 49.51%	1,371 $283,000
Q3 2024 Nov 13, 2024	BUY	$175.46 - $203.3 $55,971 - $64,852	319 Added 53.34%	917 $185,000
Q2 2024 Aug 09, 2024	SELL	$173.58 - $198.8 $7,290 - $8,349	-42 Reduced 6.56%	598 $116,000
Q1 2024 May 10, 2024	BUY	$152.32 - $189.2 $97,484 - $121,088	640 New	640 $119,000
Q2 2022 Aug 03, 2022	SELL	$130.25 - $170.4 $2,344 - $3,067	-18 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$150.07 - $182.21 $2,701 - $3,279	18 New	18 $3,000
Q1 2019 May 10, 2019	SELL	$96.81 - $112.18 $199,525 - $231,202	-2,061 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$109.27 - $119.0 $81,515 - $88,774	746 Added 56.73%	2,061 $245,000
Q1 2018 May 17, 2018	BUY	$101.94 - $113.56 $54,028 - $60,186	530 Added 67.52%	1,315 $139,000
Q4 2017 Feb 12, 2018	BUY	$96.07 - $104.31 $75,414 - $81,883	785	785 $81,000

Others Institutions Holding MTUM

# of Institutions

1,078

Shares Held

71.2M

Call Options Held

229K

Put Options Held

1.12M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Cibc Private Wealth Group, LLC Ishares Msci Usa Momentum Fact Transaction History