A detailed history of Onyx Bridge Wealth Group LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Onyx Bridge Wealth Group LLC holds 1,424 shares of MTUM stock, worth $282,792. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,424
Previous 1,423 0.07%
Holding current value
$282,792
Previous $223,000 19.28%
% of portfolio
0.05%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024

BUY
$152.32 - $189.2 $152 - $189
1 Added 0.07%
1,424 $266,000
Q4 2023

Jan 31, 2024

SELL
$135.38 - $157.63 $24,639 - $28,688
-182 Reduced 11.34%
1,423 $223,000
Q2 2023

Jul 25, 2023

BUY
$135.5 - $144.47 $4,607 - $4,911
34 Added 2.16%
1,605 $231,000
Q1 2023

Apr 10, 2023

SELL
$133.17 - $146.27 $7,723 - $8,483
-58 Reduced 3.56%
1,571 $218,000
Q4 2022

Jan 11, 2023

SELL
$144.03 - $152.76 $97,796 - $103,724
-679 Reduced 29.42%
1,629 $0
Q3 2022

Oct 13, 2022

BUY
$134.58 - $147.67 $78,729 - $86,386
585 Added 33.95%
2,308 $310,000
Q2 2022

Jul 25, 2022

SELL
$130.25 - $170.4 $356,494 - $466,384
-2,737 Reduced 61.37%
1,723 $237,000
Q1 2022

May 09, 2022

SELL
$150.07 - $182.21 $20,409 - $24,780
-136 Reduced 2.96%
4,460 $663,000
Q4 2021

Jan 18, 2022

SELL
$173.56 - $193.75 $1.4 Million - $1.56 Million
-8,074 Reduced 63.73%
4,596 $835,000
Q3 2021

Oct 20, 2021

SELL
$167.02 - $183.38 $22.7 Million - $25 Million
-136,130 Reduced 91.49%
12,670 $2.35 Million
Q2 2021

Jul 20, 2021

BUY
$159.69 - $175.61 $19.5 Million - $21.4 Million
121,859 Added 452.32%
148,800 $25.2 Million
Q1 2021

May 12, 2021

BUY
$150.0 - $178.04 $139,800 - $165,933
932 Added 3.58%
26,941 $4.33 Million
Q4 2020

Feb 16, 2021

BUY
$141.23 - $162.85 $3.67 Million - $4.24 Million
26,009 New
26,009 $4.2 Million

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


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