Berkshire Money Management, Inc. Ishares Msci Usa Momentum Fact Transaction History

Berkshire Money Management, Inc.

$836 Million
Q4 2024

A detailed history of Berkshire Money Management, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 1,303 shares of MTUM stock, worth $286,555. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,303

Holding current value

$286,555

% of portfolio

0.03%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$201.32 - $217.44 $262,319 - $283,324	1,303 New	1,303 $269,000
Q1 2024 May 08, 2024	BUY	$152.32 - $189.2 $283,315 - $351,912	1,860 New	1,860 $348,000
Q2 2023 Aug 07, 2023	BUY	$135.5 - $144.47 $123,847 - $132,045	914 Added 1.82%	51,237 $7.39 Million
Q1 2023 May 12, 2023	BUY	$133.17 - $146.27 $3,728 - $4,095	28 Added 0.06%	50,323 $7 Million
Q4 2022 Feb 13, 2023	SELL	$134.21 - $152.76 $198,496 - $225,932	-1,479 Reduced 2.86%	50,295 $7.34 Million
Q3 2022 Oct 21, 2022	SELL	$131.18 - $147.67 $2.38 Million - $2.68 Million	-18,133 Reduced 25.94%	51,774 $6.79 Million
Q2 2022 Jul 14, 2022	SELL	$130.25 - $170.4 $4.9 Million - $6.41 Million	-37,599 Reduced 34.97%	69,907 $9.53 Million
Q1 2022 Apr 19, 2022	BUY	$150.07 - $182.21 $6.24 Million - $7.57 Million	41,564 Added 63.03%	107,506 $18.1 Million
Q4 2021 Jan 14, 2022	BUY	$173.56 - $193.75 $82,788 - $92,418	477 Added 0.73%	65,942 $12 Million
Q3 2021 Oct 13, 2021	SELL	$167.02 - $183.38 $401,349 - $440,662	-2,403 Reduced 3.54%	65,465 $11.5 Million
Q2 2021 Jul 23, 2021	BUY	$159.69 - $175.61 $357,545 - $393,190	2,239 Added 3.41%	67,868 $11.8 Million
Q1 2021 Apr 20, 2021	BUY	$150.0 - $178.04 $376,500 - $446,880	2,510 Added 3.98%	65,629 $10.6 Million
Q4 2020 Jan 25, 2021	SELL	$141.23 - $162.85 $497,129 - $573,232	-3,520 Reduced 5.28%	63,119 $10.2 Million
Q3 2020 Oct 26, 2020	BUY	$132.78 - $156.38 $8.85 Million - $10.4 Million	66,639 New	66,639 $9.82 Million
Q4 2018 Feb 06, 2019	SELL	$92.8 - $119.62 $6.79 Million - $8.75 Million	-73,144 Closed	0 $0
Q3 2018 Oct 17, 2018	BUY	$109.27 - $119.0 $545,257 - $593,810	4,990 Added 7.32%	73,144 $8.7 Million
Q2 2018 Jul 19, 2018	SELL	$102.58 - $114.35 $171,308 - $190,964	-1,670 Reduced 2.39%	68,154 $7.57 Million
Q1 2018 May 02, 2018	SELL	$101.94 - $113.56 $433,041 - $482,402	-4,248 Reduced 5.73%	69,824 $7.4 Million
Q4 2017 Jan 29, 2018	BUY	$96.07 - $104.31 $22,960 - $24,930	239 Added 0.32%	74,072 $7.64 Million
Q3 2017 Nov 03, 2017	BUY	$93.76 - $95.68 $6.92 Million - $7.06 Million	73,833	73,833 $7.42 Million

Others Institutions Holding MTUM

# of Institutions

938

Shares Held

67.7M

Call Options Held

203K

Put Options Held

3.11M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

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Berkshire Money Management, Inc. Ishares Msci Usa Momentum Fact Transaction History