Insight Wealth Strategies, LLC Ishares Msci Usa Momentum Fact Transaction History

Insight Wealth Strategies, LLC

$740 Million
Q4 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 5,787 shares of MTUM stock, worth $1.18 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,787

Previous 6,141 5.76%

Holding current value

$1.18 Million

Previous $1.25 Million 3.86%

% of portfolio

0.16%

Previous 0.17%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	SELL	$201.32 - $217.44 $71,267 - $76,973	-354 Reduced 5.76%	5,787 $1.2 Million
Q3 2024 Oct 07, 2024	SELL	$175.46 - $203.3 $22.6 Million - $26.2 Million	-128,887 Reduced 95.45%	6,141 $1.25 Million
Q2 2024 Jul 08, 2024	BUY	$173.58 - $198.8 $267,833 - $306,748	1,543 Added 1.16%	135,028 $26.3 Million
Q1 2024 Apr 05, 2024	SELL	$152.32 - $189.2 $2.03 Million - $2.52 Million	-13,304 Reduced 9.06%	133,485 $25 Million
Q4 2023 Jan 12, 2024	SELL	$135.38 - $157.63 $751,359 - $874,846	-5,550 Reduced 3.64%	146,789 $23 Million
Q3 2023 Oct 13, 2023	SELL	$138.94 - $147.4 $547,979 - $581,345	-3,944 Reduced 2.52%	152,339 $21.3 Million
Q2 2023 Jul 14, 2023	SELL	$135.5 - $144.47 $89,565 - $95,494	-661 Reduced 0.42%	156,283 $22.5 Million
Q1 2023 Apr 06, 2023	SELL	$133.17 - $146.27 $792,228 - $870,160	-5,949 Reduced 3.65%	156,944 $21.8 Million
Q4 2022 Jan 06, 2023	SELL	$134.21 - $152.76 $686,215 - $781,061	-5,113 Reduced 3.04%	162,893 $0
Q2 2022 Jul 01, 2022	SELL	$130.25 - $170.4 $774,336 - $1.01 Million	-5,945 Reduced 3.42%	168,006 $22.9 Million
Q1 2022 Apr 12, 2022	BUY	$150.07 - $182.21 $583,172 - $708,068	3,886 Added 2.29%	173,951 $29.3 Million
Q4 2021 Jan 31, 2022	SELL	$173.56 - $193.75 $516,861 - $576,987	-2,978 Reduced 1.72%	170,065 $30.9 Million
Q3 2021 Oct 28, 2021	SELL	$167.02 - $183.38 $349,238 - $383,447	-2,091 Reduced 1.19%	173,043 $30.4 Million
Q2 2021 Aug 12, 2021	SELL	$159.69 - $175.61 $2.61 Million - $2.87 Million	-16,317 Reduced 8.52%	175,134 $30.4 Million
Q1 2021 May 12, 2021	BUY	$150.0 - $178.04 $10.6 Million - $12.6 Million	70,818 Added 58.71%	191,451 $30.8 Million
Q4 2020 Feb 05, 2021	SELL	$141.23 - $162.85 $3.58 Million - $4.13 Million	-25,358 Reduced 17.37%	120,633 $19.5 Million
Q3 2020 Oct 29, 2020	BUY	$132.78 - $156.38 $4.33 Million - $5.1 Million	32,588 Added 28.74%	145,991 $21.5 Million
Q2 2020 Jul 31, 2020	BUY	$101.08 - $131.0 $1.49 Million - $1.92 Million	14,692 Added 14.88%	113,403 $14.9 Million
Q1 2020 Apr 21, 2020	BUY	$90.36 - $137.08 $7.44 Million - $11.3 Million	82,369 Added 504.03%	98,711 $10.5 Million
Q4 2019 Feb 21, 2020	BUY	$115.87 - $125.91 $1.14 Million - $1.24 Million	9,859 Added 152.07%	16,342 $2.05 Million
Q3 2019 Nov 06, 2019	BUY	$115.63 - $123.04 $441,706 - $470,012	3,820 Added 143.45%	6,483 $773,000
Q2 2019 Aug 06, 2019	BUY	$111.41 - $120.45 $296,684 - $320,758	2,663 New	2,663 $316,000

Others Institutions Holding MTUM

# of Institutions

949

Shares Held

67.7M

Call Options Held

203K

Put Options Held

3.11M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
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Insight Wealth Strategies, LLC Ishares Msci Usa Momentum Fact Transaction History