Apollon Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Apollon Wealth Management, LLC

  • $3.14 Billion
  • Q1 2024

A detailed history of Apollon Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 8,359 shares of MTUM stock, worth $1.66 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,359
Previous 8,185 2.13%
Holding current value
$1.66 Million
Previous $1.28 Million 21.96%
% of portfolio
0.05%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$152.32 - $189.2 $26,503 - $32,920
174 Added 2.13%
8,359 $1.57 Million
Q4 2023

Feb 06, 2024
BUY
$135.38 - $157.63 $242,871 - $282,788
1,794 Added 28.07%
8,185 $1.28 Million
Q3 2023

Nov 14, 2023
SELL
$138.94 - $147.4 $107,956 - $114,529
-777 Reduced 10.84%
6,391 $892,000
Q2 2023

Aug 04, 2023
BUY
$135.5 - $144.47 $85,771 - $91,449
633 Added 9.69%
7,168 $1.03 Million
Q1 2023

May 15, 2023
BUY
$133.17 - $146.27 $399,509 - $438,810
3,000 Added 84.87%
6,535 $908,000
Q4 2022

Feb 15, 2023
BUY
$144.03 - $152.76 $13,826 - $14,664
96 Added 2.79%
3,535 $515,000
Q3 2022

Nov 08, 2022
SELL
$134.58 - $147.67 $308,322 - $338,311
-2,291 Reduced 39.98%
3,439 $451,000
Q2 2022

Aug 11, 2022
BUY
$130.25 - $170.4 $11,592 - $15,165
89 Added 1.58%
5,730 $781,000
Q1 2022

May 16, 2022
SELL
$150.07 - $182.21 $443,156 - $538,066
-2,953 Reduced 34.36%
5,641 $949,000
Q4 2021

Feb 14, 2022
BUY
$173.56 - $193.75 $1.2 Million - $1.34 Million
6,928 Added 415.85%
8,594 $1.56 Million
Q3 2021

Nov 15, 2021
BUY
$167.02 - $183.38 $74,490 - $81,787
446 Added 36.56%
1,666 $293,000
Q2 2021

Aug 12, 2021
BUY
$159.69 - $175.61 $194,821 - $214,244
1,220 New
1,220 $212,000

Others Institutions Holding MTUM

# of Institutions
744
Shares Held
52.7M
Call Options Held
171K
Put Options Held
3.36M
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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