Onyx Bridge Wealth Group LLC Ishares Msci Usa Momentum Fact Transaction History

Onyx Bridge Wealth Group LLC

  • $667 Million
  • Q4 2024

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 1,407 shares of MTUM stock, worth $307,007. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,407
Previous 1,393 1.01%
Holding current value
$307,007
Previous $282,000 3.19%
% of portfolio
0.04%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$201.32 - $217.44 $2,818 - $3,044
14 Added 1.01%
1,407 $291,000
Q3 2024

Oct 16, 2024
BUY
$175.46 - $203.3 $175 - $203
1 Added 0.07%
1,393 $282,000
Q2 2024

Jul 22, 2024
SELL
$173.58 - $198.8 $5,554 - $6,361
-32 Reduced 2.25%
1,392 $271,000
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
$134.21 - $152.76 $91,128 - $103,724
-679 Reduced 29.42%
1,629 $0
Q3 2022

Oct 13, 2022
BUY
$131.18 - $147.67 $76,740 - $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

# of Institutions
943
Shares Held
67.7M
Call Options Held
203K
Put Options Held
3.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
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