Kelly Financial Services LLC Ishares Msci Usa Momentum Fact Transaction History

Kelly Financial Services LLC

  • $268 Million
  • Q2 2024

A detailed history of Kelly Financial Services LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Kelly Financial Services LLC holds 175 shares of MTUM stock, worth $34,503. This represents 0.01% of its overall portfolio holdings.

Number of Shares
175
Previous 1,208 85.51%
Holding current value
$34,503
Previous $226,000 84.96%
% of portfolio
0.01%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$173.58 - $198.8 $179,308 - $205,360
-1,033 Reduced 85.51%
175 $34,000
Q1 2024

Jul 17, 2024
BUY
$152.32 - $189.2 $159,326 - $197,903
1,046 Added 645.68%
1,208 $226,000
Q4 2023

Jul 17, 2024
SELL
$135.38 - $157.63 $5,685 - $6,620
-42 Reduced 20.59%
162 $25.4 Million
Q3 2023

Jul 17, 2024
SELL
$138.94 - $147.4 $20,007 - $21,225
-144 Reduced 41.38%
204 $28.5 Million
Q2 2023

Jul 17, 2024
SELL
$135.5 - $144.47 $701,077 - $747,487
-5,174 Reduced 93.7%
348 $50.2 Million
Q1 2023

Jul 17, 2024
SELL
$133.17 - $146.27 $2.46 Million - $2.7 Million
-18,479 Reduced 76.99%
5,522 $768 Million
Q4 2022

Jul 17, 2024
BUY
$134.21 - $152.76 $3.22 Million - $3.66 Million
23,989 Added 199908.33%
24,001 $3.5 Billion
Q2 2022

Jul 17, 2024
SELL
$130.25 - $170.4 $4,428 - $5,793
-34 Reduced 73.91%
12 $1.65 Million
Q1 2022

Jul 17, 2024
BUY
$150.07 - $182.21 $5,102 - $6,195
34 Added 283.33%
46 $7.77 Million
Q3 2021

Jul 17, 2024
SELL
$167.02 - $183.38 $27 Million - $29.7 Million
-161,935 Reduced 99.99%
12 $2.11 Million
Q2 2021

Jul 17, 2024
BUY
$159.69 - $175.61 $25.7 Million - $28.3 Million
160,961 Added 16324.65%
161,947 $934,000
Q1 2021

Jul 17, 2024
BUY
$150.0 - $178.04 $147,900 - $175,547
986 New
986 $159 Million

Others Institutions Holding MTUM

# of Institutions
752
Shares Held
52.1M
Call Options Held
132K
Put Options Held
886K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email