Bison Wealth, LLC Ishares Msci Usa Momentum Fact Transaction History

Bison Wealth, LLC

  • $561 Million
  • Q3 2024

A detailed history of Bison Wealth, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Bison Wealth, LLC holds 3,015 shares of MTUM stock, worth $627,843. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,015
Holding current value
$627,843
% of portfolio
0.11%

Shares

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

Nov 05, 2024
BUY
$175.46 - $203.3 $529,011 - $612,949
3,015 New
3,015 $611,000
Q2 2022

Jul 22, 2022
SELL
$130.25 - $170.4 $160,337 - $209,762
-1,231 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$150.07 - $182.21 $184,736 - $224,300
1,231 New
1,231 $207,000
Q4 2021

Feb 02, 2022
SELL
$173.56 - $193.75 $7,463 - $8,331
-43 Closed
0 $0
Q2 2021

Aug 02, 2021
SELL
$159.69 - $175.61 $5,908 - $6,497
-37 Reduced 46.25%
43 $7,000
Q4 2020

Feb 11, 2021
BUY
$141.23 - $162.85 $5,225 - $6,025
37 Added 86.05%
80 $13,000
Q3 2020

Oct 16, 2020
SELL
$132.78 - $156.38 $4,248 - $5,004
-32 Reduced 42.67%
43 $6,000
Q2 2020

Aug 03, 2020
BUY
$101.08 - $131.0 $7,581 - $9,825
75 New
75 $10,000

Others Institutions Holding MTUM

# of Institutions
771
Shares Held
48.6M
Call Options Held
266K
Put Options Held
778K
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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