Institute For Wealth Management, Llc. Ishares Msci Usa Momentum Fact Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,644 shares of MTUM stock, worth $819,426. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,644
Previous 3,632 0.33%
Holding current value
$819,426
Previous $736,000 2.45%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jan 23, 2025
BUY
$201.32 - $217.44 $2,415 - $2,609
12 Added 0.33%
3,644 $754,000
Q3 2024

Nov 12, 2024
BUY
$175.46 - $203.3 $175 - $203
1 Added 0.03%
3,632 $736,000
Q2 2024

Jul 25, 2024
SELL
$173.58 - $198.8 $347 - $397
-2 Reduced 0.06%
3,631 $707,000
Q4 2023

Jan 31, 2024
BUY
$135.38 - $157.63 $406 - $472
3 Added 0.08%
3,633 $569,000
Q2 2023

Jul 25, 2023
BUY
$135.5 - $144.47 $271 - $288
2 Added 0.06%
3,630 $523,000
Q1 2023

Apr 20, 2023
SELL
$133.17 - $146.27 $9,455 - $10,385
-71 Reduced 1.92%
3,628 $504,000
Q4 2022

Feb 02, 2023
SELL
$134.21 - $152.76 $5,099 - $5,804
-38 Reduced 1.02%
3,699 $539,000
Q3 2022

Oct 18, 2022
SELL
$131.18 - $147.67 $5,247 - $5,906
-40 Reduced 1.06%
3,737 $490,000
Q2 2022

Jul 25, 2022
BUY
$130.25 - $170.4 $130 - $170
1 Added 0.03%
3,777 $515,000
Q1 2022

Apr 29, 2022
BUY
$150.07 - $182.21 $300 - $364
2 Added 0.05%
3,776 $635,000
Q4 2021

Jan 21, 2022
SELL
$173.56 - $193.75 $46,687 - $52,118
-269 Reduced 6.65%
3,774 $686,000
Q3 2021

Nov 15, 2021
BUY
$167.02 - $183.38 $167 - $183
1 Added 0.02%
4,043 $710,000
Q1 2021

May 04, 2021
SELL
$150.0 - $178.04 $6,300 - $7,477
-42 Reduced 1.03%
4,042 $650,000
Q4 2020

Feb 01, 2021
BUY
$141.23 - $162.85 $44,628 - $51,460
316 Added 8.39%
4,084 $659,000
Q3 2020

Nov 03, 2020
BUY
$132.78 - $156.38 $59,219 - $69,745
446 Added 13.43%
3,768 $555,000
Q2 2020

Jul 30, 2020
SELL
$101.08 - $131.0 $21,125 - $27,379
-209 Reduced 5.92%
3,322 $435,000
Q1 2020

Apr 29, 2020
SELL
$90.36 - $137.08 $11,475 - $17,409
-127 Reduced 3.47%
3,531 $376,000
Q4 2019

Feb 27, 2020
BUY
$115.87 - $125.91 $370,668 - $402,786
3,199 Added 696.95%
3,658 $459,000
Q4 2019

Jan 27, 2020
SELL
$115.87 - $125.91 $369,509 - $401,526
-3,189 Reduced 87.42%
459 $459,000
Q3 2019

Oct 28, 2019
SELL
$115.63 - $123.04 $7,515 - $7,997
-65 Reduced 1.75%
3,648 $435,000
Q2 2019

Aug 02, 2019
SELL
$111.41 - $120.45 $557 - $602
-5 Reduced 0.13%
3,713 $440,000
Q1 2019

May 15, 2019
SELL
$96.81 - $112.18 $24,589 - $28,493
-254 Reduced 6.39%
3,718 $417,000
Q4 2018

Feb 08, 2019
BUY
$92.8 - $119.62 $368,601 - $475,130
3,972 New
3,972 $398,000

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
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