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 11,470 shares of MTUM stock, worth $2.24 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,470
Previous 11,422 0.42%
Holding current value
$2.24 Million
Previous $1.79 Million 19.93%
% of portfolio
0.1%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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