A detailed history of Founders Financial Alliance, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 547 shares of MTUM stock, worth $113,808. This represents 0.03% of its overall portfolio holdings.

Number of Shares
547
Previous 580 5.69%
Holding current value
$113,808
Previous $108,000 1.85%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 23, 2024

SELL
$173.58 - $198.8 $5,728 - $6,560
-33 Reduced 5.69%
547 $106,000
Q1 2024

May 14, 2024

BUY
$152.32 - $189.2 $19,496 - $24,217
128 Added 28.32%
580 $108,000
Q4 2023

Feb 09, 2024

SELL
$135.38 - $157.63 $676 - $788
-5 Reduced 1.09%
452 $70,000
Q2 2023

Aug 11, 2023

BUY
$135.5 - $144.47 $2,574 - $2,744
19 Added 4.34%
457 $65,000
Q1 2023

May 15, 2023

SELL
$133.17 - $146.27 $13,316 - $14,627
-100 Reduced 18.59%
438 $60,000
Q4 2022

Feb 15, 2023

BUY
$134.21 - $152.76 $11,407 - $12,984
85 Added 18.76%
538 $78,000
Q1 2022

May 12, 2022

SELL
$150.07 - $182.21 $3,601 - $4,373
-24 Reduced 5.03%
453 $76,000
Q4 2021

Feb 14, 2022

SELL
$173.56 - $193.75 $36,100 - $40,300
-208 Reduced 30.36%
477 $87,000
Q3 2021

Nov 15, 2021

BUY
$167.02 - $183.38 $23,215 - $25,489
139 Added 25.46%
685 $120,000
Q2 2021

Aug 02, 2021

BUY
$159.69 - $175.61 $4,471 - $4,917
28 Added 5.41%
546 $96,000
Q1 2021

May 14, 2021

BUY
$150.0 - $178.04 $24,600 - $29,198
164 Added 46.33%
518 $83,000
Q3 2020

Nov 13, 2020

BUY
$132.78 - $156.38 $47,004 - $55,358
354 New
354 $53,000

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


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