Capital Investment Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Capital Investment Advisors, LLC

  • $4.79 Billion
  • Q3 2024

A detailed history of Capital Investment Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 1,408 shares of MTUM stock, worth $294,032. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,408
Previous 1,421 0.91%
Holding current value
$294,032
Previous $276,000 3.26%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024
SELL
$175.46 - $203.3 $2,280 - $2,642
-13 Reduced 0.91%
1,408 $285,000
Q2 2024

Jul 12, 2024
BUY
$173.58 - $198.8 $7,984 - $9,144
46 Added 3.35%
1,421 $276,000
Q1 2024

Apr 15, 2024
BUY
$152.32 - $189.2 $913 - $1,135
6 Added 0.44%
1,375 $257,000
Q4 2023

Jan 05, 2024
BUY
$135.38 - $157.63 $185,335 - $215,795
1,369 New
1,369 $214,000

Others Institutions Holding MTUM

# of Institutions
776
Shares Held
48.7M
Call Options Held
266K
Put Options Held
778K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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