Crewe Advisors LLC Ishares Msci Usa Momentum Fact Transaction History

Crewe Advisors LLC

$709 Million
Q4 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 $18,664. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 83 -0.0%

Holding current value

$18,664

Previous $16,000 6.25%

% 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

867

Shares Held

54.9M

Call Options Held

265K

Put Options Held

780K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account

Crewe Advisors LLC Ishares Msci Usa Momentum Fact Transaction History