Crewe Advisors LLC Ishares Msci Usa Momentum Fact Transaction History

Crewe Advisors LLC

$859 Million
Q3 2024

A detailed history of Crewe Advisors LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Crewe Advisors LLC holds 83 shares of MTUM stock, worth $17,971. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 115 27.83%

Holding current value

$17,971

Previous $22,000 27.27%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$175.46 - $203.3 $5,614 - $6,505	-32 Reduced 27.83%	83 $16,000
Q4 2023 Feb 09, 2024	SELL	$135.38 - $157.63 $17,464 - $20,334	-129 Reduced 52.87%	115 $18,000
Q3 2023 Nov 08, 2023	SELL	$138.94 - $147.4 $107,261 - $113,792	-772 Reduced 75.98%	244 $34,000
Q2 2023 Jul 28, 2023	SELL	$135.5 - $144.47 $116,123 - $123,810	-857 Reduced 45.76%	1,016 $146,000
Q1 2023 May 12, 2023	SELL	$133.17 - $146.27 $56,730 - $62,311	-426 Reduced 18.53%	1,873 $260,000
Q4 2022 Feb 07, 2023	SELL	$134.21 - $152.76 $17,849 - $20,317	-133 Reduced 5.47%	2,299 $335,000
Q3 2022 Nov 14, 2022	BUY	$131.18 - $147.67 $43,289 - $48,731	330 Added 15.7%	2,432 $319,000
Q2 2022 Aug 02, 2022	BUY	$130.25 - $170.4 $26,310 - $34,420	202 Added 10.63%	2,102 $287,000
Q1 2022 Apr 27, 2022	BUY	$150.07 - $182.21 $285,133 - $346,199	1,900 New	1,900 $320,000

Others Institutions Holding MTUM

# of Institutions

773

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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Crewe Advisors LLC Ishares Msci Usa Momentum Fact Transaction History