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

Sterling Group Wealth Management, LLC

$191 Million
Q3 2025

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 $421,763. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,714

Previous 1,714 -0.0%

Holding current value

$421,763

Previous $411,000 6.81%

% of portfolio

0.23%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,109

Shares Held

65.7M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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