A detailed history of Gradient Investments LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Gradient Investments LLC holds 63 shares of MTUM stock, worth $12,511. This represents 0.0% of its overall portfolio holdings.

Number of Shares
63
Previous 64 1.56%
Holding current value
$12,511
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$152.32 - $189.2 $152 - $189
-1 Reduced 1.56%
63 $11,000
Q4 2023

Jan 18, 2024

SELL
$135.38 - $157.63 $1,083 - $1,261
-8 Reduced 11.11%
64 $10,000
Q3 2023

Oct 27, 2023

BUY
$138.94 - $147.4 $8,614 - $9,138
62 Added 620.0%
72 $10,000
Q2 2023

Jul 11, 2023

SELL
$135.5 - $144.47 $271 - $288
-2 Reduced 16.67%
10 $1,000
Q1 2023

Apr 17, 2023

BUY
$133.17 - $146.27 $1,598 - $1,755
12 New
12 $1,000
Q3 2021

Oct 18, 2021

SELL
$167.02 - $183.38 $10,021 - $11,002
-60 Closed
0 $0
Q2 2021

Jul 12, 2021

BUY
$159.69 - $175.61 $5,589 - $6,146
35 Added 140.0%
60 $10,000
Q1 2021

Apr 21, 2021

SELL
$150.0 - $178.04 $1,650 - $1,958
-11 Reduced 30.56%
25 $4,000
Q3 2020

Oct 06, 2020

BUY
$132.78 - $156.38 $1,460 - $1,720
11 Added 44.0%
36 $5,000
Q2 2020

Jul 10, 2020

BUY
$101.08 - $131.0 $2,527 - $3,275
25 New
25 $3,000
Q4 2019

Jan 15, 2020

SELL
$115.87 - $125.91 $4,055 - $4,406
-35 Closed
0 $0
Q3 2019

Oct 10, 2019

BUY
$115.63 - $123.04 $3,468 - $3,691
30 Added 600.0%
35 $4,000
Q2 2019

Jul 16, 2019

BUY
$111.41 - $120.45 $557 - $602
5 New
5 $1,000
Q2 2018

Aug 09, 2018

SELL
$102.58 - $114.35 $10,463 - $11,663
-102 Closed
0 $0
Q1 2018

Apr 11, 2018

BUY
$101.94 - $113.56 $10,397 - $11,583
102 New
102 $11,000

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


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