Fulcrum Equity Management Ishares Msci Usa Momentum Fact Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$152.32 - $189.2 $252,241 - $313,315	1,656 Added 76.42%	3,823 $716,000
Q4 2023 Jan 18, 2024	BUY	$135.38 - $157.63 $293,368 - $341,584	2,167 New	2,167 $339,000
Q4 2022 Jul 07, 2023	BUY	$134.21 - $152.76 $1.25 Million - $1.42 Million	9,285 New	9,285 $1.35 Million
Q4 2022 Jan 10, 2023	BUY	$134.21 - $152.76 $1.25 Million - $1.42 Million	9,285 New	9,285 $0
Q1 2022 Apr 15, 2022	SELL	$150.07 - $182.21 $2.27 Million - $2.76 Million	-15,157 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	$173.56 - $193.75 $2.63 Million - $2.94 Million	15,157 New	15,157 $2.76 Million
Q4 2019 Feb 12, 2020	SELL	$115.87 - $125.91 $347 - $377	-3 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$115.63 - $123.04 $346 - $369	3 New	3 $0

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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