Concurrent Investment Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 1,949 shares of MTUM stock, worth $418,781. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,949
Previous 1,615 20.68%
Holding current value
$418,781
Previous $315 Million 25.59%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 30, 2024
BUY
$175.46 - $203.3 $58,603 - $67,902
334 Added 20.68%
1,949 $395 Million
Q2 2024

Jul 30, 2024
SELL
$173.58 - $198.8 $51,206 - $58,646
-295 Reduced 15.45%
1,615 $315 Million
Q1 2024

May 07, 2024
SELL
$152.32 - $189.2 $28,483 - $35,380
-187 Reduced 8.92%
1,910 $358 Million
Q4 2023

Apr 15, 2024
BUY
$135.38 - $157.63 $283,891 - $330,550
2,097 New
2,097 $329 Million

Others Institutions Holding MTUM

# of Institutions
773
Shares Held
48.7M
Call Options Held
266K
Put Options Held
778K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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