Alterna Wealth Management, Inc Ishares Msci Usa Momentum Fact Transaction History

Alterna Wealth Management, Inc

  • $120 Million
  • Q2 2025

A detailed history of Alterna Wealth Management, Inc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 6,497 shares of MTUM stock, worth $1.6 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
6,497
Previous 6,206 4.69%
Holding current value
$1.6 Million
Previous $1.25 Million 24.48%
% of portfolio
1.3%
Previous 0.98%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$180.84 - $240.32 $52,624 - $69,933
291 Added 4.69%
6,497 $1.56 Million
Q1 2025

Apr 28, 2025
BUY
$196.12 - $229.48 $92,960 - $108,773
474 Added 8.27%
6,206 $1.25 Million
Q4 2024

Jan 24, 2025
BUY
$201.32 - $217.44 $1.15 Million - $1.25 Million
5,732 New
5,732 $1.19 Million
Q1 2023

May 26, 2023
BUY
$133.17 - $146.27 $568,502 - $624,426
4,269 New
4,269 $593,000
Q3 2020

Oct 19, 2020
SELL
$132.78 - $156.38 $209,659 - $246,924
-1,579 Closed
0 $0
Q2 2020

Jul 27, 2020
BUY
$101.08 - $131.0 $159,605 - $206,849
1,579 New
1,579 $207,000
Q4 2019

Jan 27, 2020
SELL
$115.87 - $125.91 $652,463 - $708,999
-5,631 Closed
0 $0
Q3 2019

Nov 12, 2019
BUY
$115.63 - $123.04 $76,200 - $81,083
659 Added 13.25%
5,631 $671,000
Q2 2019

Aug 14, 2019
SELL
$111.41 - $120.45 $136,922 - $148,033
-1,229 Reduced 19.82%
4,972 $590,000
Q1 2019

May 13, 2019
BUY
$96.81 - $112.18 $182,390 - $211,347
1,884 Added 43.64%
6,201 $696,000
Q4 2018

Mar 04, 2019
BUY
$92.8 - $119.62 $400,617 - $516,399
4,317 New
4,317 $433,000

Others Institutions Holding MTUM

# of Institutions
1,043
Shares Held
68.5M
Call Options Held
869K
Put Options Held
555K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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