Ergawealth Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History

Ergawealth Advisors, Inc.

$184 Billion
Q2 2024

A detailed history of Ergawealth Advisors, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 2,353 shares of MTUM stock, worth $441,540. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,353

Previous 2,373 0.84%

Holding current value

$441,540

Previous $445 Million 3.15%

% of portfolio

0.25%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$173.58 - $198.8 $3,471 - $3,976	-20 Reduced 0.84%	2,353 $459 Million
Q1 2024 Apr 29, 2024	SELL	$152.32 - $189.2 $71,895 - $89,302	-472 Reduced 16.59%	2,373 $445 Million
Q4 2023 Jan 30, 2024	SELL	$135.38 - $157.63 $16,651 - $19,388	-123 Reduced 4.14%	2,845 $446 Million
Q3 2023 Oct 30, 2023	BUY	$138.94 - $147.4 $29,177 - $30,954	210 Added 7.61%	2,968 $415 Million
Q2 2023 Jul 17, 2023	SELL	$135.5 - $144.47 $11,246 - $11,991	-83 Reduced 2.92%	2,758 $398 Million

Q1 2023 May 02, 2023	SELL	$133.17 - $146.27 $179,779 - $197,464	-1,350 Reduced 32.21%	2,841 $395 Million
Q4 2022 Apr 14, 2023	BUY	$144.03 - $152.76 $603,629 - $640,217	4,191 New	4,191 $612 Million

Others Institutions Holding MTUM

# of Institutions

747

Shares Held

52.4M

Call Options Held

171K

Put Options Held

3.36M

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 Ergawealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ergawealth Advisors, Inc. with notifications on news.

Account

Ergawealth Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History