Estate Counselors, LLC Ishares Msci Usa Momentum Fact Transaction History

Estate Counselors, LLC

$346 Million
Q2 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 23, 2024	BUY	$135.38 - $157.63 $324,912 - $378,312	2,400 New	2,400 $376,000
Q2 2022 Aug 03, 2022	SELL	$130.25 - $170.4 $91,175 - $119,280	-700 Reduced 22.58%	2,400 $327,000
Q4 2021 Feb 14, 2022	SELL	$173.56 - $193.75 $3.31 Million - $3.7 Million	-19,080 Reduced 86.02%	3,100 $563,000
Q3 2021 Nov 03, 2021	SELL	$167.02 - $183.38 $9.87 Million - $10.8 Million	-59,120 Reduced 72.72%	22,180 $3.89 Million
Q2 2021 Aug 03, 2021	SELL	$159.69 - $175.61 $138,930 - $152,780	-870 Reduced 1.06%	81,300 $14.1 Million
Q1 2021 May 06, 2021	SELL	$150.0 - $178.04 $330,000 - $391,688	-2,200 Reduced 2.61%	82,170 $13.2 Million
Q4 2020 Feb 11, 2021	SELL	$141.23 - $162.85 $518,314 - $597,659	-3,670 Reduced 4.17%	84,370 $13.6 Million
Q3 2020 Oct 28, 2020	BUY	$132.78 - $156.38 $239,004 - $281,484	1,800 Added 2.09%	88,040 $13 Million
Q2 2020 Aug 07, 2020	BUY	$101.08 - $131.0 $596,372 - $772,900	5,900 Added 7.34%	86,240 $11.3 Million
Q1 2020 Apr 28, 2020	BUY	$90.36 - $137.08 $7.26 Million - $11 Million	80,340 New	80,340 $8.56 Million
Q1 2019 May 01, 2019	SELL	$96.81 - $112.18 $10.7 Million - $12.4 Million	-110,170 Closed	0 $0
Q4 2018 Feb 04, 2019	SELL	$92.8 - $119.62 $1.04 Million - $1.34 Million	-11,220 Reduced 9.24%	110,170 $11 Million
Q3 2018 Oct 15, 2018	BUY	$109.27 - $119.0 $225,096 - $245,140	2,060 Added 1.73%	121,390 $14.4 Million
Q2 2018 Aug 08, 2018	BUY	$102.58 - $114.35 $199,005 - $221,839	1,940 Added 1.65%	119,330 $13.1 Million
Q1 2018 Apr 13, 2018	SELL	$101.94 - $113.56 $1.43 Million - $1.59 Million	-13,990 Reduced 10.65%	117,390 $12.4 Million
Q4 2017 Feb 06, 2018	SELL	$96.07 - $104.31 $1.78 Million - $1.94 Million	-18,580 Reduced 12.39%	131,380 $13.5 Million
Q3 2017 Nov 13, 2017	BUY	$93.76 - $95.68 $1.56 Million - $1.59 Million	16,600 Added 12.45%	149,960 $14.3 Million
Q2 2017 Nov 13, 2017	BUY	N/A	107,780 Added 421.34%	133,360 $11.9 Million
Q1 2017 Nov 13, 2017	BUY	N/A	25,580	25,580 $2.11 Million

Others Institutions Holding MTUM

# of Institutions

756

Shares Held

51.6M

Call Options Held

132K

Put Options Held

886K

About ISHARES MSCI USA MOMENTUM FACT

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