Acorn Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Acorn Wealth Advisors, LLC

$194 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$130.25 - $170.4 $312,469 - $408,789	-2,399 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$150.07 - $182.21 $769,108 - $933,826	-5,125 Reduced 68.12%	2,399 $404,000
Q4 2021 Feb 14, 2022	BUY	$173.56 - $193.75 $9,198 - $10,268	53 Added 0.71%	7,524 $1.37 Million
Q3 2021 Nov 12, 2021	BUY	$167.02 - $183.38 $291,115 - $319,631	1,743 Added 30.43%	7,471 $1.31 Million
Q2 2021 Aug 16, 2021	SELL	$159.69 - $175.61 $32,417 - $35,648	-203 Reduced 3.42%	5,728 $993,000
Q1 2021 May 14, 2021	SELL	$150.0 - $178.04 $7,950 - $9,436	-53 Reduced 0.89%	5,931 $954,000
Q4 2020 Feb 16, 2021	BUY	$141.23 - $162.85 $472,696 - $545,058	3,347 Added 126.92%	5,984 $965,000
Q3 2020 Nov 04, 2020	BUY	$132.78 - $156.38 $24,697 - $29,086	186 Added 7.59%	2,637 $389,000
Q2 2020 Aug 19, 2020	BUY	$101.08 - $131.0 $247,747 - $321,081	2,451 New	2,451 $321,000

Others Institutions Holding MTUM

# of Institutions

752

Shares Held

52.1M

Call Options Held

132K

Put Options Held

886K

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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