Lido Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024

A detailed history of Lido Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lido Advisors, LLC holds 44,358 shares of MTUM stock, worth $9.47 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
44,358
Previous 40,948 8.33%
Holding current value
$9.47 Million
Previous $7.98 Million 12.72%
% of portfolio
0.04%
Previous 0.04%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$175.46 - $203.3 $598,318 - $693,253
3,410 Added 8.33%
44,358 $8.99 Million
Q2 2024

Aug 14, 2024
SELL
$173.58 - $198.8 $1.12 Million - $1.28 Million
-6,463 Reduced 13.63%
40,948 $7.98 Million
Q1 2024

May 15, 2024
BUY
$152.32 - $189.2 $7.22 Million - $8.97 Million
47,411 New
47,411 $8.88 Million
Q3 2023

Nov 14, 2023
BUY
$138.94 - $147.4 $880,184 - $933,779
6,335 Added 9.77%
71,171 $9.94 Million
Q2 2023

Aug 09, 2023
BUY
$135.5 - $144.47 $485,496 - $517,636
3,583 Added 5.85%
64,836 $9.35 Million
Q1 2023

May 15, 2023
SELL
$133.17 - $146.27 $126,111 - $138,517
-947 Reduced 1.52%
61,253 $8.52 Million
Q4 2022

Feb 14, 2023
SELL
$134.21 - $152.76 $97,168 - $110,598
-724 Reduced 1.15%
62,200 $9.08 Million
Q3 2022

Nov 14, 2022
SELL
$131.18 - $147.67 $431,975 - $486,277
-3,293 Reduced 4.97%
62,924 $8.25 Million
Q2 2022

Aug 15, 2022
SELL
$130.25 - $170.4 $662,321 - $866,484
-5,085 Reduced 7.13%
66,217 $9.03 Million
Q1 2022

May 17, 2022
SELL
$150.07 - $182.21 $114,203 - $138,661
-761 Reduced 1.06%
71,302 $12 Million
Q4 2021

Feb 15, 2022
BUY
$173.56 - $193.75 $101,879 - $113,731
587 Added 0.82%
72,063 $13.1 Million
Q3 2021

Feb 15, 2022
BUY
$167.02 - $183.38 $10.1 Million - $11.1 Million
60,729 Added 565.08%
71,476 $12.7 Million
Q3 2021

Nov 12, 2021
SELL
$167.02 - $183.38 $9.61 Million - $10.5 Million
-57,513 Reduced 84.26%
10,747 $12.5 Million
Q2 2021

Aug 12, 2021
BUY
$159.69 - $175.61 $697,366 - $766,888
4,367 Added 6.83%
68,260 $11.8 Million
Q1 2021

May 13, 2021
BUY
$150.0 - $178.04 $1.29 Million - $1.54 Million
8,624 Added 15.6%
63,893 $10.3 Million
Q4 2020

Feb 08, 2021
BUY
$141.23 - $162.85 $603,052 - $695,369
4,270 Added 8.37%
55,269 $8.91 Million
Q3 2020

Nov 12, 2020
SELL
$132.78 - $156.38 $97,593 - $114,939
-735 Reduced 1.42%
50,999 $7.52 Million
Q2 2020

Aug 12, 2020
SELL
$101.08 - $131.0 $377,533 - $489,285
-3,735 Reduced 6.73%
51,734 $6.78 Million
Q1 2020

May 13, 2020
SELL
$90.36 - $137.08 $1.01 Million - $1.54 Million
-11,201 Reduced 16.8%
55,469 $5.91 Million
Q4 2019

Feb 07, 2020
SELL
$115.87 - $125.91 $625,813 - $680,039
-5,401 Reduced 7.49%
66,670 $8.37 Million
Q3 2019

Nov 12, 2019
SELL
$115.63 - $123.04 $879,828 - $936,211
-7,609 Reduced 9.55%
72,071 $8.59 Million
Q2 2019

Aug 14, 2019
SELL
$111.41 - $120.45 $1.7 Million - $1.84 Million
-15,271 Reduced 16.08%
79,680 $9.45 Million
Q1 2019

May 10, 2019
BUY
$96.81 - $112.18 $3.51 Million - $4.07 Million
36,263 Added 61.79%
94,951 $10.7 Million
Q4 2018

Feb 14, 2019
SELL
$92.8 - $119.62 $153,769 - $198,210
-1,657 Reduced 2.75%
58,688 $5.88 Million
Q3 2018

Nov 14, 2018
BUY
$109.27 - $119.0 $616,392 - $671,279
5,641 Added 10.31%
60,345 $7.2 Million
Q2 2018

Aug 14, 2018
BUY
$102.58 - $114.35 $478,022 - $532,871
4,660 Added 9.31%
54,704 $6 Million
Q1 2018

May 10, 2018
BUY
$101.94 - $113.56 $378,503 - $421,648
3,713 Added 8.01%
50,044 $5.3 Million
Q4 2017

Feb 15, 2018
BUY
$96.07 - $104.31 $161,397 - $175,240
1,680 Added 3.76%
46,331 $4.78 Million
Q3 2017

Nov 13, 2017
BUY
$93.76 - $95.68 $2.34 Million - $2.39 Million
24,951 Added 126.65%
44,651 $4.49 Million
Q4 2016

Sep 21, 2017
BUY
N/A
5,666 Added 40.37%
19,700 $1.49 Million
Q3 2016

Sep 21, 2017
BUY
N/A
2,120 Added 17.79%
14,034 $1.09 Million
Q2 2016

Sep 18, 2017
BUY
N/A
11,914
11,914 $910,000

Others Institutions Holding MTUM

# of Institutions
774
Shares Held
48.7M
Call Options Held
266K
Put Options Held
778K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
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