Golden State Equity Partners Ishares Msci Usa Momentum Fact Transaction History

Golden State Equity Partners

  • $402 Million
  • Q4 2023

A detailed history of Golden State Equity Partners transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Golden State Equity Partners holds 2,240 shares of MTUM stock, worth $435,411. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,240
Previous 2,756 18.72%
Holding current value
$435,411
Previous $385,000 8.83%
% of portfolio
0.09%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 02, 2024
SELL
$135.38 - $157.63 $69,856 - $81,337
-516 Reduced 18.72%
2,240 $351,000
Q3 2023

Oct 20, 2023
BUY
$138.94 - $147.4 $120,599 - $127,943
868 Added 45.97%
2,756 $385,000
Q2 2023

Jul 19, 2023
BUY
$135.5 - $144.47 $255,824 - $272,759
1,888 New
1,888 $272,000
Q3 2021

Nov 15, 2021
SELL
$167.02 - $183.38 $597,096 - $655,583
-3,575 Closed
0 $0
Q2 2021

Aug 12, 2021
BUY
$159.69 - $175.61 $570,891 - $627,805
3,575 New
3,575 $620,000

Others Institutions Holding MTUM

# of Institutions
748
Shares Held
52.4M
Call Options Held
171K
Put Options Held
3.36M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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