Great Oak Capital Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Great Oak Capital Partners, LLC

  • $299 Billion
  • Q4 2024

A detailed history of Great Oak Capital Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Great Oak Capital Partners, LLC holds 9,731 shares of MTUM stock, worth $2.13 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
9,731
Previous 12,887 24.49%
Holding current value
$2.13 Million
Previous $2.63 Billion 23.35%
% of portfolio
0.67%
Previous 0.91%

Shares

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

Jan 15, 2025
SELL
$201.32 - $217.44 $635,365 - $686,240
-3,156 Reduced 24.49%
9,731 $2.01 Billion
Q3 2024

Oct 08, 2024
SELL
$175.46 - $203.3 $899,758 - $1.04 Million
-5,128 Reduced 28.47%
12,887 $2.63 Billion
Q2 2024

Aug 13, 2024
SELL
$173.58 - $198.8 $4.33 Million - $4.95 Million
-24,924 Reduced 58.05%
18,015 $3.33 Billion
Q1 2024

Apr 15, 2024
SELL
$152.32 - $189.2 $3.05 Million - $3.78 Million
-19,998 Reduced 31.77%
42,939 $8.04 Billion
Q4 2023

Feb 26, 2024
BUY
$135.38 - $157.63 $8.52 Million - $9.92 Million
62,937 New
62,937 $9.87 Billion

Others Institutions Holding MTUM

# of Institutions
841
Shares Held
50.8M
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
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