Keeler & Nadler Financial Planning & Wealth Management Ishares Msci Usa Momentum Fact Transaction History

Keeler & Nadler Financial Planning & Wealth Management

  • $222 Billion
  • Q1 2025

A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 13,947 shares of MTUM stock, worth $3.21 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
13,947
Previous 14,170 1.57%
Holding current value
$3.21 Million
Previous $2.93 Billion 4.46%
% of portfolio
1.26%
Previous 1.37%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$196.12 - $229.48 $43,734 - $51,174
-223 Reduced 1.57%
13,947 $2.8 Billion
Q4 2024

Jan 14, 2025
SELL
$201.32 - $217.44 $217,022 - $234,400
-1,078 Reduced 7.07%
14,170 $2.93 Billion
Q3 2024

Oct 09, 2024
SELL
$175.46 - $203.3 $291,088 - $337,274
-1,659 Reduced 9.81%
15,248 $3.09 Billion
Q2 2024

Oct 03, 2024
SELL
$173.58 - $198.8 $325,983 - $373,346
-1,878 Reduced 10.0%
16,907 $3.29 Billion
Q1 2024

Oct 03, 2024
SELL
$152.32 - $189.2 $899,906 - $1.12 Million
-5,908 Reduced 23.93%
18,785 $3.52 Billion
Q4 2023

Oct 03, 2024
SELL
$135.38 - $157.63 $4.07 Million - $4.74 Million
-30,062 Reduced 54.9%
24,693 $3.87 Billion
Q4 2022

Oct 03, 2024
BUY
$134.21 - $152.76 $1.41 Million - $1.6 Million
10,488 Added 23.69%
54,755 $7.99 Billion
Q4 2021

Oct 03, 2024
BUY
$173.56 - $193.75 $7.68 Million - $8.58 Million
44,267 New
44,267 $8.05 Billion

Others Institutions Holding MTUM

# of Institutions
989
Shares Held
76.2M
Call Options Held
848K
Put Options Held
507K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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