Meredith Wealth Planning Ishares Msci Usa Momentum Fact Transaction History

Meredith Wealth Planning

  • $210 Billion
  • Q3 2024

A detailed history of Meredith Wealth Planning transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Meredith Wealth Planning holds 85,213 shares of MTUM stock, worth $18.3 Million. This represents 8.25% of its overall portfolio holdings.

Number of Shares
85,213
Previous 85,914 0.82%
Holding current value
$18.3 Million
Previous $16.7 Billion 3.2%
% of portfolio
8.25%
Previous 8.77%

Shares

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

Oct 18, 2024
SELL
$175.46 - $203.3 $122,997 - $142,513
-701 Reduced 0.82%
85,213 $17.3 Billion
Q2 2024

Jul 24, 2024
SELL
$173.58 - $198.8 $406,177 - $465,192
-2,340 Reduced 2.65%
85,914 $16.7 Billion
Q1 2024

Apr 23, 2024
SELL
$152.32 - $189.2 $222,691 - $276,610
-1,462 Reduced 1.63%
88,254 $16.5 Billion
Q4 2023

Jan 25, 2024
SELL
$135.38 - $157.63 $4.58 Million - $5.34 Million
-33,852 Reduced 27.4%
89,716 $14.1 Billion
Q3 2023

Oct 16, 2023
SELL
$138.94 - $147.4 $289,412 - $307,034
-2,083 Reduced 1.66%
123,568 $17.3 Billion
Q2 2023

Jul 14, 2023
SELL
$135.5 - $144.47 $1.27 Million - $1.36 Million
-9,404 Reduced 6.96%
125,651 $18.1 Billion
Q1 2023

Apr 24, 2023
BUY
$133.17 - $146.27 $1.42 Million - $1.56 Million
10,697 Added 8.6%
135,055 $18.8 Billion
Q4 2022

Feb 01, 2023
BUY
$134.21 - $152.76 $16.7 Million - $19 Million
124,358 New
124,358 $18.1 Billion

Others Institutions Holding MTUM

# of Institutions
771
Shares Held
48.6M
Call Options Held
266K
Put Options Held
778K
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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