Dopkins Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Dopkins Wealth Management, LLC

$120 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$173.58 - $198.8 $2,950 - $3,379	17 Added 0.52%	3,278 $638,000
Q1 2024 May 03, 2024	BUY	$152.32 - $189.2 $33,662 - $41,813	221 Added 7.27%	3,261 $610,000
Q4 2023 Jan 25, 2024	SELL	$135.38 - $157.63 $4,602 - $5,359	-34 Reduced 1.11%	3,040 $476,000
Q3 2023 Nov 13, 2023	BUY	$138.94 - $147.4 $6,530 - $6,927	47 Added 1.55%	3,074 $429,000
Q1 2023 May 05, 2023	BUY	$133.17 - $146.27 $403,105 - $442,759	3,027 New	3,027 $420,000
Q3 2022 Nov 01, 2022	BUY	$131.18 - $147.67 $48,143 - $54,194	367 Added 14.27%	2,938 $385,000
Q1 2022 Apr 18, 2022	BUY	$150.07 - $182.21 $14,856 - $18,038	99 Added 4.0%	2,571 $433,000
Q4 2021 Jan 18, 2022	BUY	$173.56 - $193.75 $429,040 - $478,950	2,472 New	2,472 $449,000

Others Institutions Holding MTUM

# of Institutions

773

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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