Financial Architects, Inc Ishares Msci Usa Momentum Fact Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$150.07 - $182.21 $284,082 - $344,923	-1,893 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$173.56 - $193.75 $328,549 - $366,768	1,893 New	1,893 $344,000
Q3 2020 Nov 09, 2020	SELL	$132.78 - $156.38 $3,983 - $4,691	-30 Closed	0 $0
Q1 2020 May 07, 2020	SELL	$90.36 - $137.08 $903 - $1,370	-10 Reduced 25.0%	30 $3,000
Q3 2019 Nov 06, 2019	BUY	$115.63 - $123.04 $1,156 - $1,230	10 Added 33.33%	40 $5,000
Q1 2019 May 13, 2019	BUY	$96.81 - $112.18 $2,904 - $3,365	30 New	30 $3,000
Q1 2019 May 03, 2019	SELL	$96.81 - $112.18 $15,295 - $17,724	-158 Closed	0 $0
Q4 2018 Feb 01, 2019	BUY	$92.8 - $119.62 $742 - $956	8 Added 5.33%	158 $16,000
Q3 2018 Oct 29, 2018	BUY	$109.27 - $119.0 $3,824 - $4,165	35 Added 30.43%	150 $18,000
Q2 2018 Aug 03, 2018	BUY	$102.58 - $114.35 $4,616 - $5,145	45 Added 64.29%	115 $13,000
Q1 2018 Apr 23, 2018	BUY	$101.94 - $113.56 $7,135 - $7,949	70 New	70 $7,000

Others Institutions Holding MTUM

# of Institutions

756

Shares Held

51.6M

Call Options Held

132K

Put Options Held

886K

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