Cape Investment Advisory, Inc. Ishares Msci Usa Momentum Fact Transaction History

Cape Investment Advisory, Inc.

  • $256 Billion
  • Q4 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 576 shares of MTUM stock, worth $129,525. This represents 0.05% of its overall portfolio holdings.

Number of Shares
576
Previous 75 668.0%
Holding current value
$129,525
Previous $15.2 Million 683.76%
% of portfolio
0.05%
Previous 0.01%

Shares

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

Feb 05, 2025
BUY
$201.32 - $217.44 $100,861 - $108,937
501 Added 668.0%
576 $119 Million
Q3 2024

Nov 14, 2024
SELL
$175.46 - $203.3 $1,052 - $1,219
-6 Reduced 7.41%
75 $15.2 Million
Q2 2024

Aug 14, 2024
SELL
$173.58 - $198.8 $8,331 - $9,542
-48 Reduced 37.21%
81 $15.8 Million
Q1 2024

Jun 21, 2024
SELL
$152.32 - $189.2 $21,324 - $26,488
-140 Reduced 52.04%
129 $24.2 Million
Q4 2023

Feb 12, 2024
SELL
$135.38 - $157.63 $49,278 - $57,377
-364 Reduced 57.5%
269 $42.2 Million
Q1 2023

Oct 12, 2023
BUY
$133.17 - $146.27 $84,296 - $92,588
633 New
633 $88 Million

Others Institutions Holding MTUM

# of Institutions
877
Shares Held
56.2M
Call Options Held
265K
Put Options Held
780K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email