A detailed history of Quadrant Private Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Quadrant Private Wealth Management, LLC holds 7,727 shares of MTUM stock, worth $1.62 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
7,727
Previous 6,641 16.35%
Holding current value
$1.62 Million
Previous $1.37 Million 13.61%
% of portfolio
0.4%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025

BUY
$196.12 - $229.48 $212,986 - $249,215
1,086 Added 16.35%
7,727 $1.56 Million
Q4 2024

Jan 30, 2025

BUY
$201.32 - $217.44 $1.34 Million - $1.44 Million
6,641 New
6,641 $1.37 Million
Q1 2023

May 15, 2023

SELL
$133.17 - $146.27 $42,081 - $46,221
-316 Reduced 15.57%
1,713 $238,000
Q4 2022

Feb 14, 2023

BUY
$134.21 - $152.76 $272,312 - $309,950
2,029 New
2,029 $296,000

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


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