Oakwell Private Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Oakwell Private Wealth Management, LLC

  • $348 Million
  • Q3 2024

A detailed history of Oakwell Private Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 6,289 shares of MTUM stock, worth $1.38 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
6,289
Previous 6,289 -0.0%
Holding current value
$1.38 Million
Previous $1.23 Million 4.08%
% of portfolio
0.37%
Previous 0.35%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
SELL
$135.38 - $157.63 $56,588 - $65,889
-418 Reduced 6.23%
6,289 $986,000
Q3 2023

Oct 30, 2023
SELL
$138.94 - $147.4 $22,786 - $24,173
-164 Reduced 2.39%
6,707 $936,000
Q4 2022

Feb 01, 2023
SELL
$134.21 - $152.76 $259,025 - $294,826
-1,930 Reduced 21.93%
6,871 $1 Million
Q3 2022

Oct 27, 2022
BUY
$131.18 - $147.67 $220,907 - $248,676
1,684 Added 23.66%
8,801 $1.15 Million
Q2 2022

Aug 03, 2022
SELL
$130.25 - $170.4 $219,341 - $286,953
-1,684 Reduced 19.13%
7,117 $971,000
Q1 2022

May 03, 2022
SELL
$150.07 - $182.21 $113,903 - $138,297
-759 Reduced 7.94%
8,801 $1.48 Million
Q4 2021

Jan 21, 2022
SELL
$173.56 - $193.75 $42,001 - $46,887
-242 Reduced 2.47%
9,560 $1.74 Million
Q3 2021

Oct 14, 2021
BUY
$167.02 - $183.38 $179,880 - $197,500
1,077 Added 12.34%
9,802 $1.72 Million
Q2 2021

Jul 29, 2021
SELL
$159.69 - $175.61 $52,538 - $57,775
-329 Reduced 3.63%
8,725 $1.51 Million
Q4 2020

Feb 10, 2021
BUY
$141.23 - $162.85 $1.28 Million - $1.47 Million
9,054 New
9,054 $1.46 Million

Others Institutions Holding MTUM

# of Institutions
841
Shares Held
50.8M
Call Options Held
265K
Put Options Held
780K
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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