Investment Advisory Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Investment Advisory Group, LLC

  • $291 Million
  • Q4 2024

A detailed history of Investment Advisory Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Investment Advisory Group, LLC holds 2,787 shares of MTUM stock, worth $626,712. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,787
Previous 2,786 0.04%
Holding current value
$626,712
Previous $564,000 2.13%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Jan 17, 2025
BUY
$201.32 - $217.44 $201 - $217
1 Added 0.04%
2,787 $576,000
Q3 2024

Oct 15, 2024
SELL
$175.46 - $203.3 $13,159 - $15,247
-75 Reduced 2.62%
2,786 $564,000
Q4 2023

Jan 30, 2024
BUY
$135.38 - $157.63 $135 - $157
1 Added 0.03%
2,861 $448,000
Q2 2023

Jul 17, 2023
BUY
$135.5 - $144.47 $135 - $144
1 Added 0.03%
2,860 $412,000
Q1 2023

May 02, 2023
BUY
$133.17 - $146.27 $266 - $292
2 Added 0.07%
2,859 $397,000
Q4 2022

Jan 19, 2023
BUY
$134.21 - $152.76 $134 - $152
1 Added 0.04%
2,857 $0
Q3 2022

Oct 24, 2022
BUY
$131.18 - $147.67 $262 - $295
2 Added 0.07%
2,856 $375,000
Q2 2022

Jul 18, 2022
SELL
$130.25 - $170.4 $52,881 - $69,182
-406 Reduced 12.45%
2,854 $389,000
Q1 2022

Apr 29, 2022
BUY
$150.07 - $182.21 $150 - $182
1 Added 0.03%
3,260 $548,000
Q4 2021

Feb 11, 2022
BUY
$173.56 - $193.75 $565,632 - $631,431
3,259 New
3,259 $549,000

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

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