Fulcrum Equity Management Ishares Msci Usa Momentum Fact Transaction History

Fulcrum Equity Management

$108 Million
Q2 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

756

Shares Held

51.6M

Call Options Held

132K

Put Options Held

886K

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 Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.