Independent Advisor Alliance Ishares Msci Usa Momentum Fact Transaction History

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024

A detailed history of Independent Advisor Alliance transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Independent Advisor Alliance holds 8,750 shares of MTUM stock, worth $1.98 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,750
Holding current value
$1.98 Million
% of portfolio
0.02%

Shares

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

Feb 07, 2025
BUY
$201.32 - $217.44 $1.76 Million - $1.9 Million
8,750 New
8,750 $1.81 Million
Q4 2022

Feb 13, 2023
SELL
$134.21 - $152.76 $9,931 - $11,304
-74 Reduced 4.21%
1,684 $245,000
Q2 2022

Aug 04, 2022
BUY
$130.25 - $170.4 $37,512 - $49,075
288 Added 19.59%
1,758 $240,000
Q3 2021

Nov 01, 2021
BUY
$167.02 - $183.38 $245,519 - $269,568
1,470 New
1,470 $258,000
Q3 2020

Nov 04, 2020
SELL
$132.78 - $156.38 $291,584 - $343,410
-2,196 Closed
0 $0
Q2 2020

Aug 06, 2020
SELL
$101.08 - $131.0 $19,407 - $25,152
-192 Reduced 8.04%
2,196 $313,000
Q1 2020

May 14, 2020
SELL
$90.36 - $137.08 $1.58 Million - $2.4 Million
-17,498 Reduced 87.99%
2,388 $254,000
Q4 2019

Feb 07, 2020
BUY
$115.87 - $125.91 $2.3 Million - $2.5 Million
19,886 New
19,886 $2.5 Million
Q1 2019

May 07, 2019
SELL
$96.81 - $112.18 $233,602 - $270,690
-2,413 Closed
0 $0
Q4 2018

Feb 12, 2019
BUY
$92.8 - $119.62 $223,926 - $288,643
2,413 New
2,413 $258,000

Others Institutions Holding MTUM

# of Institutions
884
Shares Held
58.6M
Call Options Held
265K
Put Options Held
880K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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