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

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 1,330 shares of MTUM stock, worth $299,077. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,330
Previous 1,128 17.91%
Holding current value
$299,077
Previous $228,000 20.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 28, 2025
BUY
$201.32 - $217.44 $40,666 - $43,922
202 Added 17.91%
1,330 $275,000
Q3 2024

Nov 12, 2024
BUY
$175.46 - $203.3 $13,159 - $15,247
75 Added 7.12%
1,128 $228,000
Q2 2024

Aug 14, 2024
BUY
$173.58 - $198.8 $182,779 - $209,336
1,053 New
1,053 $205,000
Q3 2022

Nov 14, 2022
BUY
$131.18 - $147.67 $5,116 - $5,759
39 Added 2.48%
1,612 $211,000
Q2 2022

Aug 16, 2022
SELL
$130.25 - $170.4 $97,557 - $127,629
-749 Reduced 32.26%
1,573 $215,000
Q1 2022

Feb 08, 2024
BUY
$150.07 - $182.21 $276,579 - $335,813
1,843 New
1,843 $310,000
Q4 2021

Feb 17, 2022
SELL
$173.56 - $193.75 $26,728 - $29,837
-154 Reduced 6.22%
2,322 $422,000
Q3 2021

Dec 03, 2021
SELL
$167.02 - $183.38 $14,697 - $16,137
-88 Reduced 3.43%
2,476 $435,000
Q2 2021

Aug 17, 2021
SELL
$159.69 - $175.61 $8,463 - $9,307
-53 Reduced 2.03%
2,564 $445,000
Q1 2021

May 24, 2021
SELL
$150.0 - $178.04 $19,950 - $23,679
-133 Reduced 4.84%
2,617 $428,000
Q4 2020

Feb 16, 2021
SELL
$141.23 - $162.85 $572,263 - $659,868
-4,052 Reduced 59.57%
2,750 $444,000
Q3 2020

Nov 19, 2020
SELL
$132.78 - $156.38 $147,385 - $173,581
-1,110 Reduced 14.03%
6,802 $1 Million
Q2 2020

Aug 14, 2020
BUY
$101.08 - $131.0 $486,599 - $630,634
4,814 Added 155.39%
7,912 $1.04 Million
Q1 2020

May 11, 2020
BUY
$90.36 - $137.08 $69,035 - $104,729
764 Added 32.73%
3,098 $330,000
Q4 2019

Jan 31, 2020
BUY
$115.87 - $125.91 $22,247 - $24,174
192 Added 8.96%
2,334 $293,000
Q4 2019

Jan 30, 2020
SELL
$115.87 - $125.91 $429,182 - $466,370
-3,704 Reduced 63.36%
2,142 $221,000
Q3 2019

Jan 29, 2020
SELL
$115.63 - $123.04 $193,564 - $205,968
-1,674 Reduced 22.26%
5,846 $697,000
Q2 2019

Jan 29, 2020
BUY
$111.41 - $120.45 $533,096 - $576,353
4,785 Added 174.95%
7,520 $892,000
Q1 2019

Jan 29, 2020
BUY
$96.81 - $112.18 $871 - $1,009
9 Added 0.33%
2,735 $307,000
Q4 2018

Jan 29, 2020
BUY
$92.8 - $119.62 $252,972 - $326,084
2,726 New
2,726 $273,000
Q1 2018

Jan 29, 2020
SELL
$101.94 - $113.56 $218,355 - $243,245
-2,142 Closed
0 $0
Q4 2017

Jan 29, 2020
BUY
$96.07 - $104.31 $205,781 - $223,432
2,142
2,142 $221,000

Others Institutions Holding MTUM

# of Institutions
877
Shares Held
56.2M
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
  • Industry ETFs
More about MTUM
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