Accel Wealth Management Ishares Msci Usa Momentum Fact Transaction History

Accel Wealth Management

$263 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 26, 2023	BUY	$134.21 - $152.76 $134 - $152	1 Added 0.1%	1,027 $0
Q3 2022 Oct 12, 2022	BUY	$131.18 - $147.67 $131 - $147	1 Added 0.1%	1,026 $142,000
Q2 2022 Aug 03, 2022	BUY	$130.25 - $170.4 $130 - $170	1 Added 0.1%	1,025 $140,000
Q1 2022 Apr 29, 2022	SELL	$150.07 - $182.21 $3,901 - $4,737	-26 Reduced 2.48%	1,024 $173,000
Q4 2021 Jan 18, 2022	BUY	$173.56 - $193.75 $14,579 - $16,275	84 Added 8.7%	1,050 $191,000
Q3 2021 Nov 04, 2021	SELL	$167.02 - $183.38 $13,862 - $15,220	-83 Reduced 7.91%	966 $170,000
Q1 2021 May 10, 2021	SELL	$150.0 - $178.04 $31,800 - $37,744	-212 Reduced 16.81%	1,049 $169,000
Q4 2020 Jan 27, 2021	BUY	$141.23 - $162.85 $178,091 - $205,353	1,261 New	1,261 $204,000

Others Institutions Holding MTUM

# of Institutions

773

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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