Jackson Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Jackson Wealth Management, LLC

$589 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$90.36 - $137.08 $8.16 Million - $12.4 Million	-90,275 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$115.87 - $125.91 $56,312 - $61,192	486 Added 0.54%	90,275 $11.9 Million
Q3 2019 Nov 07, 2019	BUY	$115.63 - $123.04 $2.38 Million - $2.53 Million	20,581 Added 29.74%	89,789 $10.6 Million
Q2 2019 Jul 12, 2019	SELL	$111.41 - $120.45 $358,851 - $387,969	-3,221 Reduced 4.45%	69,208 $8.4 Million
Q1 2019 May 09, 2019	SELL	$96.81 - $112.18 $155,573 - $180,273	-1,607 Reduced 2.17%	72,429 $8.13 Million
Q4 2018 Jan 24, 2019	SELL	$92.8 - $119.62 $162,400 - $209,335	-1,750 Reduced 2.31%	74,036 $7.17 Million
Q3 2018 Nov 14, 2018	BUY	$109.27 - $119.0 $37,261 - $40,579	341 Added 0.45%	75,786 $9.02 Million
Q2 2018 Aug 08, 2018	BUY	$102.58 - $114.35 $274,196 - $305,657	2,673 Added 3.67%	75,445 $8.7 Million
Q1 2018 May 03, 2018	SELL	$101.94 - $113.56 $276,869 - $308,428	-2,716 Reduced 3.6%	72,772 $7.64 Million
Q4 2017 Feb 05, 2018	BUY	$96.07 - $104.31 $7.25 Million - $7.87 Million	75,488	75,488 $8.11 Million

Others Institutions Holding MTUM

# of Institutions

771

Shares Held

48.6M

Call Options Held

266K

Put Options Held

778K

About ISHARES MSCI USA MOMENTUM FACT

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