Destiny Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Destiny Wealth Partners, LLC

$573 Million
Q4 2024

A detailed history of Destiny Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Destiny Wealth Partners, LLC holds 1,375 shares of MTUM stock, worth $309,196. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,375

Previous 1,521 9.6%

Holding current value

$309,196

Previous $308,000 7.79%

% of portfolio

0.05%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$201.32 - $217.44 $29,392 - $31,746	-146 Reduced 9.6%	1,375 $284,000
Q2 2024 Jul 25, 2024	SELL	$173.58 - $198.8 $14,407 - $16,500	-83 Reduced 5.17%	1,521 $296,000
Q1 2024 Apr 09, 2024	SELL	$152.32 - $189.2 $170,293 - $211,525	-1,118 Reduced 41.07%	1,604 $300,000
Q4 2023 Jan 19, 2024	SELL	$135.38 - $157.63 $14,891 - $17,339	-110 Reduced 3.88%	2,722 $427,000
Q2 2023 Jul 26, 2023	SELL	$135.5 - $144.47 $22,899 - $24,415	-169 Reduced 5.63%	2,832 $408,000
Q1 2023 Apr 26, 2023	BUY	$133.17 - $146.27 $55,265 - $60,702	415 Added 16.05%	3,001 $417,000
Q4 2022 Jan 26, 2023	BUY	$134.21 - $152.76 $197,020 - $224,251	1,468 Added 131.31%	2,586 $0
Q3 2022 Oct 25, 2022	SELL	$131.18 - $147.67 $77,789 - $87,568	-593 Reduced 34.66%	1,118 $147,000
Q2 2022 Jul 15, 2022	SELL	$130.25 - $170.4 $104,721 - $137,001	-804 Reduced 31.97%	1,711 $233,000
Q1 2022 Apr 21, 2022	SELL	$150.07 - $182.21 $101,597 - $123,356	-677 Reduced 21.21%	2,515 $423,000
Q3 2021 Oct 28, 2021	SELL	$167.02 - $183.38 $137,958 - $151,471	-826 Reduced 20.56%	3,192 $561,000
Q2 2021 Jul 27, 2021	SELL	$159.69 - $175.61 $80,164 - $88,156	-502 Reduced 11.11%	4,018 $697,000
Q1 2021 Apr 22, 2021	SELL	$150.0 - $178.04 $27,450 - $32,581	-183 Reduced 3.89%	4,520 $727,000
Q4 2020 Feb 05, 2021	BUY	$141.23 - $162.85 $664,204 - $765,883	4,703 New	4,703 $759,000

Others Institutions Holding MTUM

# of Institutions

877

Shares Held

56.2M

Call Options Held

265K

Put Options Held

780K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Destiny Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History