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

Meridian Wealth Management, LLC

  • $2 Billion
  • Q3 2024

A detailed history of Meridian Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 1,350 shares of MTUM stock, worth $285,633. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,350
Previous 1,385 2.53%
Holding current value
$285,633
Previous $269,000 1.49%
% of portfolio
0.01%
Previous 0.03%

Shares

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

Nov 12, 2024
SELL
$175.46 - $203.3 $6,141 - $7,115
-35 Reduced 2.53%
1,350 $273,000
Q2 2024

Aug 08, 2024
BUY
$173.58 - $198.8 $240,408 - $275,338
1,385 New
1,385 $269,000
Q4 2023

Feb 08, 2024
SELL
$135.38 - $157.63 $41,697 - $48,550
-308 Reduced 18.05%
1,398 $219,000
Q3 2023

Oct 17, 2023
SELL
$138.94 - $147.4 $13,477 - $14,297
-97 Reduced 5.38%
1,706 $238,000
Q2 2023

Aug 02, 2023
SELL
$135.5 - $144.47 $27,506 - $29,327
-203 Reduced 10.12%
1,803 $260,000
Q1 2023

May 12, 2023
SELL
$133.17 - $146.27 $18,643 - $20,477
-140 Reduced 6.52%
2,006 $278,000
Q4 2022

Feb 13, 2023
BUY
$134.21 - $152.76 $22,547 - $25,663
168 Added 8.49%
2,146 $313,000
Q3 2022

Nov 14, 2022
SELL
$131.18 - $147.67 $34,106 - $38,394
-260 Reduced 11.62%
1,978 $259,000
Q1 2022

May 12, 2022
BUY
$150.07 - $182.21 $2,551 - $3,097
17 Added 0.77%
2,238 $377,000
Q4 2021

Jan 27, 2022
SELL
$173.56 - $193.75 $10,413 - $11,625
-60 Reduced 2.63%
2,221 $404,000
Q3 2021

Oct 15, 2021
BUY
$167.02 - $183.38 $40,418 - $44,377
242 Added 11.87%
2,281 $400,000
Q2 2021

Jul 22, 2021
BUY
$159.69 - $175.61 $7,665 - $8,429
48 Added 2.41%
2,039 $354,000
Q1 2021

May 07, 2021
SELL
$150.0 - $178.04 $900 - $1,068
-6 Reduced 0.3%
1,991 $320,000
Q4 2020

Jan 19, 2021
BUY
$141.23 - $162.85 $5,931 - $6,839
42 Added 2.15%
1,997 $322,000
Q3 2020

Oct 09, 2020
BUY
$132.78 - $156.38 $19,385 - $22,831
146 Added 8.07%
1,955 $288,000
Q2 2020

Jul 15, 2020
BUY
$101.08 - $131.0 $182,853 - $236,979
1,809 New
1,809 $236,000

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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