Goldstein Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Goldstein Advisors, LLC

$684 Billion
Q1 2025

A detailed history of Goldstein Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Goldstein Advisors, LLC holds 9,394 shares of MTUM stock, worth $2.12 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

9,394

Previous 9,889 5.01%

Holding current value

$2.12 Million

Previous $2.05 Billion 7.2%

% of portfolio

0.28%

Previous 0.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$196.12 - $229.48 $97,079 - $113,592	-495 Reduced 5.01%	9,394 $1.9 Billion
Q4 2024 Jan 17, 2025	BUY	$201.32 - $217.44 $5,838 - $6,305	29 Added 0.29%	9,889 $2.05 Billion
Q3 2024 Oct 24, 2024	SELL	$175.46 - $203.3 $69,482 - $80,506	-396 Reduced 3.86%	9,860 $2 Billion
Q2 2024 Jul 24, 2024	SELL	$173.58 - $198.8 $34,716 - $39,760	-200 Reduced 1.91%	10,256 $2 Billion
Q1 2024 May 13, 2024	BUY	$152.32 - $189.2 $9,139 - $11,352	60 Added 0.58%	10,456 $1.96 Billion
Q3 2023 Oct 18, 2023	SELL	$138.94 - $147.4 $198,267 - $210,339	-1,427 Reduced 12.07%	10,396 $1.45 Billion
Q2 2023 Jul 21, 2023	SELL	$135.5 - $144.47 $7,994 - $8,523	-59 Reduced 0.5%	11,823 $1.71 Billion
Q1 2023 May 09, 2023	BUY	$133.17 - $146.27 $22,505 - $24,719	169 Added 1.44%	11,882 $1.65 Billion
Q4 2022 Feb 03, 2023	BUY	$134.21 - $152.76 $1.57 Million - $1.79 Million	11,713 New	11,713 $1.71 Billion

Others Institutions Holding MTUM

# of Institutions

990

Shares Held

76.1M

Call Options Held

848K

Put Options Held

507K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Goldstein Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History