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

Merriman Wealth Management, LLC

$2.36 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	$150.0 - $178.04 $5.54 Million - $6.57 Million	-36,915 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$141.23 - $162.85 $5.21 Million - $6.01 Million	36,915 New	36,915 $5.96 Million
Q4 2019 Jan 23, 2020	SELL	$115.87 - $125.91 $3.66 Million - $3.98 Million	-31,599 Closed	0 $0
Q3 2019 Oct 18, 2019	SELL	$115.63 - $123.04 $84,756 - $90,188	-733 Reduced 2.27%	31,599 $3.77 Million
Q2 2019 Jul 31, 2019	BUY	$111.41 - $120.45 $3.6 Million - $3.89 Million	32,332 New	32,332 $38.7 Million
Q4 2018 Jan 28, 2019	SELL	$92.8 - $119.62 $2.25 Million - $2.89 Million	-24,194 Closed	0 $0
Q3 2018 Nov 06, 2018	BUY	$109.27 - $119.0 $28,082 - $30,583	257 Added 1.07%	24,194 $2.88 Million
Q2 2018 Aug 10, 2018	BUY	$102.58 - $114.35 $9,129 - $10,177	89 Added 0.37%	23,937 $2.63 Million
Q1 2018 Apr 10, 2018	BUY	$101.94 - $113.56 $2.43 Million - $2.71 Million	23,848 New	23,848 $2.53 Million

Others Institutions Holding MTUM

# of Institutions

776

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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