Householder Group Estate & Retirement Specialist, LLC Ishares Msci Usa Momentum Fact Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 1,084 shares of MTUM stock, worth $243,759. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,084
Previous 1,025 5.76%
Holding current value
$243,759
Previous $207,000 8.21%
% of portfolio
0.17%
Previous 0.06%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$201.32 - $217.44 $11,877 - $12,828
59 Added 5.76%
1,084 $224,000
Q3 2024

Oct 18, 2024
SELL
$175.46 - $203.3 $75,623 - $87,622
-431 Reduced 29.6%
1,025 $207,000
Q2 2024

Jul 17, 2024
SELL
$173.58 - $198.8 $31,070 - $35,585
-179 Reduced 10.95%
1,456 $283,000
Q1 2024

May 03, 2024
BUY
$152.32 - $189.2 $24,371 - $30,272
160 Added 10.85%
1,635 $306,000
Q4 2023

Jan 23, 2024
SELL
$135.38 - $157.63 $243,819 - $283,891
-1,801 Reduced 54.98%
1,475 $231,000
Q3 2023

Oct 10, 2023
BUY
$138.94 - $147.4 $455,028 - $482,735
3,275 Added 327500.0%
3,276 $457,000
Q1 2023

Apr 13, 2023
BUY
$133.17 - $146.27 $133 - $146
1 New
1 $0
Q3 2022

Oct 11, 2022
BUY
$131.18 - $147.67 $13,905 - $15,653
106 New
106 $13,000

Others Institutions Holding MTUM

# of Institutions
877
Shares Held
56.2M
Call Options Held
265K
Put Options Held
780K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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