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

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 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 1,025 shares of MTUM stock, worth $221,933. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,025

Previous 1,456 29.6%

Holding current value

$221,933

Previous $283,000 26.86%

% of portfolio

0.06%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

773

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

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