Journey Strategic Wealth LLC Ishares Msci Usa Momentum Fact Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 10,536 shares of MTUM stock, worth $2.37 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,536
Previous 10,587 0.48%
Holding current value
$2.37 Million
Previous $2.15 Million 1.58%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 24, 2025
SELL
$201.32 - $217.44 $10,267 - $11,089
-51 Reduced 0.48%
10,536 $2.18 Million
Q3 2024

Nov 12, 2024
SELL
$175.46 - $203.3 $87,905 - $101,853
-501 Reduced 4.52%
10,587 $2.15 Million
Q2 2024

Aug 14, 2024
SELL
$173.58 - $198.8 $66,307 - $75,941
-382 Reduced 3.33%
11,088 $2.16 Million
Q1 2024

May 13, 2024
BUY
$152.32 - $189.2 $7,311 - $9,081
48 Added 0.42%
11,470 $2.15 Million
Q4 2023

Feb 09, 2024
SELL
$135.38 - $157.63 $4,196 - $4,886
-31 Reduced 0.27%
11,422 $1.79 Million
Q3 2023

Nov 08, 2023
SELL
$138.94 - $147.4 $4.55 Million - $4.82 Million
-32,714 Reduced 74.07%
11,453 $1.6 Million
Q2 2023

Aug 14, 2023
BUY
$135.5 - $144.47 $571,810 - $609,663
4,220 Added 10.56%
44,167 $6.37 Million
Q1 2023

May 11, 2023
BUY
$133.17 - $146.27 $5.32 Million - $5.84 Million
39,947 New
39,947 $5.55 Million

Others Institutions Holding MTUM

# of Institutions
867
Shares Held
54.9M
Call Options Held
265K
Put Options Held
780K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
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More about MTUM
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