A detailed history of Aspire Wealth Management Corp transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Aspire Wealth Management Corp holds 197 shares of MTUM stock, worth $41,888. This represents 0.02% of its overall portfolio holdings.

Number of Shares
197
Previous 198 0.51%
Holding current value
$41,888
Previous $38,000 2.63%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$175.46 - $203.3 $175 - $203
-1 Reduced 0.51%
197 $39,000
Q2 2024

Aug 12, 2024

BUY
$173.58 - $198.8 $6,422 - $7,355
37 Added 22.98%
198 $38,000
Q3 2023

Oct 30, 2023

BUY
$138.94 - $147.4 $5,279 - $5,601
38 Added 30.89%
161 $22,000
Q2 2023

Jul 27, 2023

SELL
$135.5 - $144.47 $5,555 - $5,923
-41 Reduced 25.0%
123 $17,000
Q1 2023

May 04, 2023

SELL
$133.17 - $146.27 $97,214 - $106,777
-730 Reduced 81.66%
164 $22,000
Q4 2022

Feb 06, 2023

SELL
$134.21 - $152.76 $402 - $458
-3 Reduced 0.33%
894 $130,000
Q3 2022

Nov 09, 2022

SELL
$131.18 - $147.67 $14,823 - $16,686
-113 Reduced 11.19%
897 $118,000
Q2 2022

Aug 11, 2022

BUY
$130.25 - $170.4 $5,470 - $7,156
42 Added 4.34%
1,010 $138,000
Q1 2022

May 03, 2022

SELL
$150.07 - $182.21 $8,704 - $10,568
-58 Reduced 5.65%
968 $163,000
Q4 2021

Mar 14, 2022

BUY
$173.56 - $193.75 $178,072 - $198,787
1,026 New
1,026 $187,000

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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