Cfm Wealth Partners LLC Ishares Msci Usa Momentum Fact Transaction History

Cfm Wealth Partners LLC

$568 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 19, 2023	SELL	$134.21 - $152.76 $99,181 - $112,889	-739 Reduced 10.4%	6,366 $929 Million
Q3 2022 Oct 17, 2022	BUY	$131.18 - $147.67 $42,371 - $47,697	323 Added 4.76%	7,105 $932,000
Q2 2022 Jul 12, 2022	SELL	$130.25 - $170.4 $183,001 - $239,412	-1,405 Reduced 17.16%	6,782 $925,000
Q1 2022 Apr 14, 2022	SELL	$150.07 - $182.21 $159,374 - $193,507	-1,062 Reduced 11.48%	8,187 $1.38 Million
Q4 2021 Jan 21, 2022	SELL	$173.56 - $193.75 $5,553 - $6,200	-32 Reduced 0.34%	9,249 $1.69 Million
Q3 2021 Oct 25, 2021	BUY	$167.02 - $183.38 $134,785 - $147,987	807 Added 9.52%	9,281 $1.63 Million
Q2 2021 Jul 21, 2021	BUY	$159.69 - $175.61 $268,119 - $294,849	1,679 Added 24.71%	8,474 $1.47 Million
Q1 2021 May 17, 2021	BUY	$150.0 - $178.04 $219,450 - $260,472	1,463 Added 27.44%	6,795 $1.09 Million
Q4 2020 Feb 10, 2021	BUY	$141.23 - $162.85 $142,783 - $164,641	1,011 Added 23.4%	5,332 $860,000
Q3 2020 Nov 10, 2020	BUY	$132.78 - $156.38 $195,983 - $230,816	1,476 Added 51.88%	4,321 $636,000
Q2 2020 Aug 14, 2020	BUY	$101.08 - $131.0 $61,153 - $79,255	605 Added 27.01%	2,845 $372,000
Q1 2020 May 12, 2020	SELL	$90.36 - $137.08 $15,361 - $23,303	-170 Reduced 7.05%	2,240 $239,000
Q4 2019 Jan 30, 2020	BUY	$115.87 - $125.91 $279,246 - $303,443	2,410 New	2,410 $315,000

Others Institutions Holding MTUM

# of Institutions

756

Shares Held

51.6M

Call Options Held

132K

Put Options Held

886K

About ISHARES MSCI USA MOMENTUM FACT

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