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

Keebeck Wealth Management, LLC

$670 Million
Q4 2024

A detailed history of Keebeck Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 11,101 shares of MTUM stock, worth $2.54 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

11,101

Holding current value

$2.54 Million

% of portfolio

0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$201.32 - $217.44 $2.23 Million - $2.41 Million	11,101 New	11,101 $2.3 Million
Q1 2023 May 15, 2023	SELL	$133.17 - $146.27 $1.24 Million - $1.36 Million	-9,306 Reduced 82.9%	1,919 $266,000
Q4 2022 Feb 14, 2023	BUY	$134.21 - $152.76 $1.51 Million - $1.71 Million	11,225 New	11,225 $1.64 Million
Q3 2021 Nov 16, 2021	SELL	$167.02 - $183.38 $939,487 - $1.03 Million	-5,625 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$159.69 - $175.61 $357,226 - $392,839	2,237 Added 66.03%	5,625 $976,000
Q1 2021 May 13, 2021	BUY	$150.0 - $178.04 $508,200 - $603,199	3,388 New	3,388 $545,000
Q3 2020 Nov 02, 2020	SELL	$132.78 - $156.38 $15,535 - $18,296	-117 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$101.08 - $131.0 $11,826 - $15,327	117 New	117 $15,000

Others Institutions Holding MTUM

# of Institutions

938

Shares Held

67.7M

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