Bartlett & Co. Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 810 shares of MTUM stock, worth $162,696. This represents 0.0% of its overall portfolio holdings.

Number of Shares
810
Previous 810 -0.0%
Holding current value
$162,696
Previous $164 Million 2.05%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$173.58 - $198.8 $17,010 - $19,482
-98 Reduced 10.79%
810 $158 Million
Q4 2023

Feb 14, 2024
SELL
$135.38 - $157.63 $3,655 - $4,256
-27 Reduced 2.89%
908 $143 Million
Q3 2023

Feb 14, 2024
SELL
$138.94 - $147.4 $6,113 - $6,485
-44 Reduced 4.49%
935 $131 Million
Q2 2023

Feb 14, 2024
SELL
$135.5 - $144.47 $19,783 - $21,092
-146 Reduced 12.98%
979 $141 Million
Q1 2023

Feb 14, 2024
SELL
$133.17 - $146.27 $35,290 - $38,761
-265 Reduced 19.06%
1,125 $156 Million
Q4 2022

Feb 14, 2024
SELL
$134.21 - $152.76 $58,918 - $67,061
-439 Reduced 24.0%
1,390 $203 Million
Q3 2022

Feb 14, 2024
BUY
$131.18 - $147.67 $59,686 - $67,189
455 Added 33.11%
1,829 $240 Million
Q2 2022

Feb 14, 2024
BUY
$130.25 - $170.4 $155,648 - $203,628
1,195 Added 667.6%
1,374 $187 Million
Q1 2022

Feb 14, 2024
BUY
$150.07 - $182.21 $1,500 - $1,822
10 Added 5.92%
179 $30.1 Million
Q3 2021

Feb 13, 2024
BUY
$167.02 - $183.38 $25,888 - $28,423
155 Added 1107.14%
169 $29.7 Million
Q1 2020

Feb 13, 2024
BUY
$90.36 - $137.08 $1,265 - $1,919
14 New
14 $1.49 Million

Others Institutions Holding MTUM

# of Institutions
957
Shares Held
67.9M
Call Options Held
203K
Put Options Held
3.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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