Horizon Financial Services, LLC Ishares Msci Usa Momentum Fact Transaction History

Horizon Financial Services, LLC

$163 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	SELL	$131.18 - $147.67 $231,270 - $260,342	-1,763 Reduced 41.01%	2,536 $333,000
Q2 2022 Jul 22, 2022	SELL	$130.25 - $170.4 $9,378 - $12,268	-72 Reduced 1.65%	4,299 $586,000
Q1 2022 Apr 27, 2022	SELL	$150.07 - $182.21 $174,681 - $212,092	-1,164 Reduced 21.03%	4,371 $736,000
Q4 2021 Jan 31, 2022	SELL	$173.56 - $193.75 $397,452 - $443,687	-2,290 Reduced 29.27%	5,535 $1.01 Million
Q3 2021 Oct 22, 2021	SELL	$167.02 - $183.38 $1.71 Million - $1.87 Million	-10,214 Reduced 56.62%	7,825 $1.37 Million
Q2 2021 Jul 22, 2021	SELL	$159.69 - $175.61 $5.45 Million - $6 Million	-34,157 Reduced 65.44%	18,039 $3.13 Million
Q1 2021 Apr 21, 2021	BUY	$150.0 - $178.04 $85,950 - $102,016	573 Added 1.11%	52,196 $8.4 Million
Q4 2020 Jan 19, 2021	BUY	$141.23 - $162.85 $38,697 - $44,620	274 Added 0.53%	51,623 $8.33 Million
Q3 2020 Nov 13, 2020	BUY	$132.78 - $156.38 $6.82 Million - $8.03 Million	51,349 New	51,349 $7.57 Million

Others Institutions Holding MTUM

# of Institutions

776

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

About ISHARES MSCI USA MOMENTUM FACT

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