Icon Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Icon Wealth Advisors, LLC

  • $1.07 Billion
  • Q1 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,317 shares of MTUM stock, worth $261,543. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,317
Previous 1,540 14.48%
Holding current value
$261,543
Previous $241,000 2.07%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$152.32 - $189.2 $33,967 - $42,191
-223 Reduced 14.48%
1,317 $246,000
Q4 2023

Feb 14, 2024
SELL
$135.38 - $157.63 $3.84 Million - $4.47 Million
-28,386 Reduced 94.85%
1,540 $241,000
Q4 2022

Feb 14, 2023
BUY
$144.03 - $152.76 $4.12 Million - $4.37 Million
28,629 Added 2207.32%
29,926 $4.37 Million
Q3 2022

Jan 25, 2023
BUY
$134.58 - $147.67 $174,550 - $191,527
1,297 New
1,297 $170,000

Others Institutions Holding MTUM

# of Institutions
745
Shares Held
52.7M
Call Options Held
171K
Put Options Held
3.36M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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