Iag Wealth Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Iag Wealth Partners, LLC

  • $544 Million
  • Q4 2024

A detailed history of Iag Wealth Partners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 2,180 shares of MTUM stock, worth $490,216. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,180
Previous 2,507 13.04%
Holding current value
$490,216
Previous $508,000 11.22%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Feb 10, 2025
SELL
$201.32 - $217.44 $65,831 - $71,102
-327 Reduced 13.04%
2,180 $451,000
Q3 2024

Oct 29, 2024
SELL
$175.46 - $203.3 $53,164 - $61,599
-303 Reduced 10.78%
2,507 $508,000
Q2 2024

Jul 16, 2024
SELL
$173.58 - $198.8 $354,103 - $405,552
-2,040 Reduced 42.06%
2,810 $547,000
Q1 2024

Apr 24, 2024
SELL
$152.32 - $189.2 $145,465 - $180,686
-955 Reduced 16.45%
4,850 $908,000
Q4 2023

Feb 02, 2024
SELL
$135.38 - $157.63 $196,842 - $229,194
-1,454 Reduced 20.03%
5,805 $910,000
Q3 2023

Oct 24, 2023
SELL
$138.94 - $147.4 $890,188 - $944,391
-6,407 Reduced 46.88%
7,259 $1.01 Million
Q2 2023

Aug 10, 2023
SELL
$135.5 - $144.47 $846,875 - $902,937
-6,250 Reduced 31.38%
13,666 $1.97 Million
Q1 2023

Apr 25, 2023
SELL
$133.17 - $146.27 $643,477 - $706,776
-4,832 Reduced 19.52%
19,916 $2.77 Million
Q4 2022

Feb 08, 2023
SELL
$134.21 - $152.76 $780,699 - $888,604
-5,817 Reduced 19.03%
24,748 $3.61 Million
Q3 2022

Oct 26, 2022
SELL
$131.18 - $147.67 $261,310 - $294,158
-1,992 Reduced 6.12%
30,565 $4.01 Million
Q2 2022

Aug 03, 2022
SELL
$130.25 - $170.4 $983,908 - $1.29 Million
-7,554 Reduced 18.83%
32,557 $4.44 Million
Q1 2022

May 04, 2022
SELL
$150.07 - $182.21 $297,888 - $361,686
-1,985 Reduced 4.72%
40,111 $6.75 Million
Q4 2021

Feb 14, 2022
SELL
$173.56 - $193.75 $610,931 - $682,000
-3,520 Reduced 7.72%
42,096 $7.65 Million
Q3 2021

Nov 04, 2021
SELL
$167.02 - $183.38 $369,615 - $405,819
-2,213 Reduced 4.63%
45,616 $8.01 Million
Q2 2021

Aug 04, 2021
SELL
$159.69 - $175.61 $365,370 - $401,795
-2,288 Reduced 4.57%
47,829 $8.3 Million
Q1 2021

Apr 29, 2021
BUY
$150.0 - $178.04 $560,700 - $665,513
3,738 Added 8.06%
50,117 $8.06 Million
Q4 2020

Feb 11, 2021
BUY
$141.23 - $162.85 $304,633 - $351,267
2,157 Added 4.88%
46,379 $7.48 Million
Q3 2020

Feb 11, 2021
BUY
$132.78 - $156.38 $405,244 - $477,271
3,052 Added 7.41%
44,222 $6.52 Million
Q2 2020

Feb 11, 2021
BUY
$101.08 - $131.0 $1.68 Million - $2.18 Million
16,614 Added 67.66%
41,170 $5.39 Million
Q1 2020

Feb 11, 2021
BUY
$90.36 - $137.08 $1.71 Million - $2.6 Million
18,959 Added 338.74%
24,556 $2.62 Million
Q4 2019

Feb 11, 2021
BUY
$115.87 - $125.91 $648,524 - $704,718
5,597 New
5,597 $703,000

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

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
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