Heritage Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$134.21 - $152.76 $740,302 - $842,624	5,516 Added 92.18%	11,500 $1.68 Million
Q3 2022 Nov 14, 2022	SELL	$131.18 - $147.67 $53,390 - $60,101	-407 Reduced 6.37%	5,984 $785,000
Q2 2022 Aug 15, 2022	SELL	$130.25 - $170.4 $126,863 - $165,969	-974 Reduced 13.22%	6,391 $871,000
Q1 2022 Aug 15, 2022	SELL	$150.07 - $182.21 $196,441 - $238,512	-1,309 Reduced 15.09%	7,365 $1.24 Million
Q3 2021 Nov 10, 2021	SELL	$167.02 - $183.38 $452,457 - $496,776	-2,709 Reduced 23.8%	8,674 $1.52 Million
Q2 2021 Aug 11, 2021	SELL	$159.69 - $175.61 $320,338 - $352,273	-2,006 Reduced 14.98%	11,383 $1.97 Million
Q1 2021 Jul 16, 2021	BUY	$150.0 - $178.04 $2.01 Million - $2.38 Million	13,389 New	13,389 $2.15 Million

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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