Oxford Wealth Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Oxford Wealth Group, LLC

  • $155 Billion
  • Q4 2024

A detailed history of Oxford Wealth Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Oxford Wealth Group, LLC holds 58,856 shares of MTUM stock, worth $14.5 Million. This represents 7.87% of its overall portfolio holdings.

Number of Shares
58,856
Previous 17,676 232.97%
Holding current value
$14.5 Million
Previous $3.58 Billion 239.8%
% of portfolio
7.87%
Previous 2.92%

Shares

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

Feb 14, 2025
BUY
$201.32 - $217.44 $8.29 Million - $8.95 Million
41,180 Added 232.97%
58,856 $12.2 Billion
Q3 2024

Nov 12, 2024
SELL
$175.46 - $203.3 $569,894 - $660,318
-3,248 Reduced 15.52%
17,676 $3.58 Billion
Q2 2024

Aug 12, 2024
BUY
$173.58 - $198.8 $1.04 Million - $1.19 Million
5,964 Added 39.87%
20,924 $4.08 Billion
Q1 2024

May 16, 2024
BUY
$152.32 - $189.2 $2.28 Million - $2.83 Million
14,960 New
14,960 $2.8 Billion

Others Institutions Holding MTUM

# of Institutions
1,109
Shares Held
65.7M
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
  • Industry ETFs
More about MTUM
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