Brandywine Oak Private Wealth LLC Ishares Msci Usa Momentum Fact Transaction History

Brandywine Oak Private Wealth LLC

  • $1.15 Billion
  • Q3 2025

A detailed history of Brandywine Oak Private Wealth LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Brandywine Oak Private Wealth LLC holds 1,974 shares of MTUM stock, worth $485,742. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,974
Previous 1,974 -0.0%
Holding current value
$485,742
Previous $474,000 6.75%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$131.18 - $147.67 $30,564 - $34,407
-233 Reduced 10.56%
1,974 $258,000
Q2 2022

Jul 22, 2022
BUY
$130.25 - $170.4 $25,919 - $33,909
199 Added 9.91%
2,207 $300,000
Q1 2022

May 02, 2022
SELL
$150.07 - $182.21 $186,236 - $226,122
-1,241 Reduced 38.2%
2,008 $337,000
Q2 2021

Aug 09, 2021
BUY
$159.69 - $175.61 $5,429 - $5,970
34 Added 1.06%
3,249 $563,000
Q1 2021

May 06, 2021
BUY
$150.0 - $178.04 $186,150 - $220,947
1,241 Added 62.87%
3,215 $517,000
Q2 2020

Aug 06, 2020
SELL
$101.08 - $131.0 $1,010 - $1,310
-10 Reduced 0.5%
1,974 $258,000
Q1 2020

May 06, 2020
BUY
$90.36 - $137.08 $179,274 - $271,966
1,984 New
1,984 $211,000
Q1 2019

May 09, 2019
SELL
$96.81 - $112.18 $13,456 - $15,593
-139 Closed
0 $0
Q4 2018

Feb 14, 2019
BUY
$92.8 - $119.62 $12,899 - $16,627
139 New
139 $13,000

Others Institutions Holding MTUM

# of Institutions
1,108
Shares Held
66M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
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