Jfs Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 38 shares of MTUM stock, worth $7,858. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 59 35.59%

Holding current value

$7,858

Previous $12,000 41.67%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$196.12 - $229.48 $4,118 - $4,819	-21 Reduced 35.59%	38 $7,000
Q4 2024 Jan 30, 2025	BUY	$201.32 - $217.44 $201 - $217	1 Added 1.72%	59 $12,000
Q3 2024 Oct 25, 2024	SELL	$175.46 - $203.3 $9,474 - $10,978	-54 Reduced 48.21%	58 $11,000
Q1 2024 Apr 30, 2024	SELL	$152.32 - $189.2 $1,066 - $1,324	-7 Reduced 5.88%	112 $20,000
Q4 2023 Feb 07, 2024	BUY	$135.38 - $157.63 $10,965 - $12,768	81 Added 213.16%	119 $18,000
Q1 2022 May 02, 2022	SELL	$150.07 - $182.21 $3,301 - $4,008	-22 Reduced 36.67%	38 $6,000
Q4 2021 Feb 03, 2022	BUY	$173.56 - $193.75 $7,636 - $8,525	44 Added 275.0%	60 $11,000
Q4 2018 Jan 28, 2019	BUY	$92.8 - $119.62 $1,484 - $1,913	16 New	16 $2,000

Others Institutions Holding MTUM

# of Institutions

963

Shares Held

67M

Call Options Held

203K

Put Options Held

3.11M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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Jfs Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History