Aj Wealth Strategies, LLC Ishares Msci Usa Momentum Fact Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 13, 2019	SELL	$96.81 - $112.18 $689,577 - $799,058	-7,123 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	$92.8 - $119.62 $11,692 - $15,072	-126 Reduced 1.74%	7,123 $714,000
Q3 2018 Nov 15, 2018	SELL	$109.27 - $119.0 $8.36 Million - $9.1 Million	-76,499 Reduced 91.34%	7,249 $863,000
Q2 2018 Jul 19, 2018	BUY	$102.58 - $114.35 $1.31 Million - $1.46 Million	12,771 Added 17.99%	83,748 $9.19 Million
Q1 2018 Jul 19, 2018	BUY	$101.94 - $113.56 $887,795 - $988,994	8,709 Added 13.99%	70,977 $7.52 Million
Q4 2017 Jul 19, 2018	BUY	$96.07 - $104.31 $1.1 Million - $1.19 Million	11,404 Added 22.42%	62,268 $6.42 Million
Q3 2017 Jul 19, 2018	BUY	$93.76 - $95.68 $443,578 - $452,662	4,731 Added 10.26%	50,864 $4.87 Million
Q2 2017 Jul 19, 2018	BUY	N/A	46,133	46,133 $4.1 Million

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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