Leonard Rickey Investment Advisors P.L.L.C. Ishares Msci Usa Momentum Fact Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

$433 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 07, 2020	SELL	$115.87 - $125.91 $330,461 - $359,095	-2,852 Closed	0 $0
Q3 2019 Oct 17, 2019	SELL	$115.63 - $123.04 $29,716 - $31,621	-257 Reduced 8.27%	2,852 $340,000
Q2 2019 Jul 10, 2019	SELL	$111.41 - $120.45 $18,382 - $19,874	-165 Reduced 5.04%	3,109 $369,000
Q1 2019 Apr 10, 2019	SELL	$96.81 - $112.18 $1,742 - $2,019	-18 Reduced 0.55%	3,274 $367,000
Q4 2018 Jan 17, 2019	SELL	$92.8 - $119.62 $78,230 - $100,839	-843 Reduced 20.39%	3,292 $330,000
Q3 2018 Oct 23, 2018	SELL	$109.27 - $119.0 $4,042 - $4,403	-37 Reduced 0.89%	4,135 $492,000
Q2 2018 Jul 17, 2018	SELL	$102.58 - $114.35 $4,410 - $4,917	-43 Reduced 1.02%	4,172 $458,000
Q1 2018 Apr 25, 2018	SELL	$101.94 - $113.56 $25,179 - $28,049	-247 Reduced 5.54%	4,215 $446,000
Q4 2017 Feb 14, 2018	BUY	$96.07 - $104.31 $428,664 - $465,431	4,462	4,462 $460,000

Others Institutions Holding MTUM

# of Institutions

773

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

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About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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