Lodestone Wealth Management LLC Ishares Msci Intl Momentum Fac Transaction History

Lodestone Wealth Management LLC

$200 Billion
Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Msci Intl Momentum Fac stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 6,373 shares of IMTM stock, worth $247,081. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,373

Previous 7,518 15.23%

Holding current value

$247,081

Previous $291 Million 11.53%

% of portfolio

0.13%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$35.7 - $41.13 $40,876 - $47,093	-1,145 Reduced 15.23%	6,373 $257 Million
Q2 2024 Jul 16, 2024	SELL	$37.21 - $39.92 $77,545 - $83,193	-2,084 Reduced 21.7%	7,518 $291 Million
Q4 2023 Jan 24, 2024	SELL	$30.44 - $34.29 $40,546 - $45,674	-1,332 Reduced 12.18%	9,602 $329 Million
Q3 2023 Oct 20, 2023	SELL	$31.37 - $33.83 $162,433 - $175,171	-5,178 Reduced 32.14%	10,934 $344 Million
Q2 2023 Jul 25, 2023	SELL	$31.87 - $33.65 $404,653 - $427,254	-12,697 Reduced 44.07%	16,112 $535 Million
Q1 2023 May 15, 2023	SELL	$30.32 - $32.56 $16,585 - $17,810	-547 Reduced 1.86%	28,809 $931 Million
Q4 2022 Feb 09, 2023	BUY	$26.9 - $31.76 $789,676 - $932,346	29,356 New	29,356 $905 Million

Others Institutions Holding IMTM

# of Institutions

161

Shares Held

70.5M

Call Options Held

Put Options Held

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About ISHARES MSCI INTL MOMENTUM FAC

Ticker IMTM
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Lodestone Wealth Management LLC Ishares Msci Intl Momentum Fac Transaction History