Tanglewood Legacy Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Tanglewood Legacy Advisors, LLC

  • $234 Billion
  • Q4 2024

A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 307 shares of MTUM stock, worth $67,653. This represents 0.03% of its overall portfolio holdings.

Number of Shares
307
Previous 357 14.01%
Holding current value
$67,653
Previous $72.4 Million 12.24%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 30, 2025
SELL
$201.32 - $217.44 $10,066 - $10,872
-50 Reduced 14.01%
307 $63.5 Million
Q2 2024

Jul 17, 2024
SELL
$173.58 - $198.8 $13,886 - $15,904
-80 Reduced 18.31%
357 $69.6 Million
Q3 2023

Oct 18, 2023
SELL
$138.94 - $147.4 $37,513 - $39,798
-270 Reduced 38.19%
437 $61 Million
Q2 2023

Aug 01, 2023
SELL
$135.5 - $144.47 $20,325 - $21,670
-150 Reduced 17.5%
707 $102 Million
Q4 2022

Feb 13, 2023
BUY
$134.21 - $152.76 $115,017 - $130,915
857 New
857 $125 Million

Others Institutions Holding MTUM

# of Institutions
850
Shares Held
51.4M
Call Options Held
265K
Put Options Held
780K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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  • Ticker MTUM
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