Sterling Group Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Sterling Group Wealth Management, LLC

  • $174 Million
  • Q2 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 1,714 shares of MTUM stock, worth $337,932. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,714
Holding current value
$337,932
% of portfolio
0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
BUY
$173.58 - $198.8 $297,516 - $340,743
1,714 New
1,714 $334,000
Q4 2023

Jan 12, 2024
SELL
$135.38 - $157.63 $27,617 - $32,156
-204 Reduced 10.64%
1,714 $269 Million
Q3 2023

Oct 11, 2023
SELL
$138.94 - $147.4 $54,464 - $57,780
-392 Reduced 16.97%
1,918 $268 Million
Q2 2023

Jul 06, 2023
SELL
$135.5 - $144.47 $6.65 Million - $7.09 Million
-49,079 Reduced 95.5%
2,310 $333 Million
Q1 2023

Apr 21, 2023
BUY
$133.17 - $146.27 $47,808 - $52,510
359 Added 0.7%
51,389 $7.15 Billion
Q4 2022

Feb 17, 2023
BUY
$134.21 - $152.76 $6.85 Million - $7.8 Million
51,030 New
51,030 $7.45 Billion

Others Institutions Holding MTUM

# of Institutions
752
Shares Held
52.1M
Call Options Held
132K
Put Options Held
886K
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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