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 1,521 shares of MTUM stock, worth $329,326. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,521
Previous 1,521 -0.0%
Holding current value
$329,326
Previous $296,000 4.05%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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