A detailed history of Golden State Equity Partners transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Golden State Equity Partners holds 2,404 shares of MTUM stock, worth $516,547. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,404
Holding current value
$516,547
% of portfolio
0.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$175.46 - $203.3 $421,805 - $488,733
2,404 New
2,404 $487,000
Q2 2024

Jul 29, 2024

BUY
$173.58 - $198.8 $109,876 - $125,840
633 Added 28.26%
2,873 $559,000
Q4 2023

Feb 02, 2024

SELL
$135.38 - $157.63 $69,856 - $81,337
-516 Reduced 18.72%
2,240 $351,000
Q3 2023

Oct 20, 2023

BUY
$138.94 - $147.4 $120,599 - $127,943
868 Added 45.97%
2,756 $385,000
Q2 2023

Jul 19, 2023

BUY
$135.5 - $144.47 $255,824 - $272,759
1,888 New
1,888 $272,000
Q3 2021

Nov 15, 2021

SELL
$167.02 - $183.38 $597,096 - $655,583
-3,575 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$159.69 - $175.61 $570,891 - $627,805
3,575 New
3,575 $620,000

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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