Minich Mac Gregor Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Minich Mac Gregor Wealth Management, LLC

  • $457 Million
  • Q4 2024

A detailed history of Minich Mac Gregor Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Minich Mac Gregor Wealth Management, LLC holds 1,685 shares of MTUM stock, worth $378,905. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,685
Previous 1,676 0.54%
Holding current value
$378,905
Previous $339,000 2.65%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$201.32 - $217.44 $1,811 - $1,956
9 Added 0.54%
1,685 $348,000
Q3 2024

Oct 30, 2024
BUY
$175.46 - $203.3 $11,053 - $12,807
63 Added 3.91%
1,676 $339,000
Q2 2024

Jul 25, 2024
BUY
$173.58 - $198.8 $1,909 - $2,186
11 Added 0.69%
1,613 $314,000
Q1 2024

Apr 16, 2024
BUY
$152.32 - $189.2 $244,016 - $303,098
1,602 New
1,602 $300,000
Q1 2021

Apr 27, 2021
SELL
$150.0 - $178.04 $1.82 Million - $2.15 Million
-12,104 Closed
0 $0
Q4 2020

Jan 19, 2021
BUY
$141.23 - $162.85 $30,364 - $35,012
215 Added 1.81%
12,104 $1.95 Million
Q3 2020

Oct 14, 2020
BUY
$132.78 - $156.38 $500,580 - $589,552
3,770 Added 46.43%
11,889 $1.75 Million
Q2 2020

Aug 05, 2020
BUY
$101.08 - $131.0 $820,668 - $1.06 Million
8,119 New
8,119 $1.06 Million
Q4 2018

Jan 17, 2019
SELL
$92.8 - $119.62 $98,368 - $126,797
-1,060 Closed
0 $0
Q3 2018

Oct 17, 2018
SELL
$109.27 - $119.0 $20,433 - $22,253
-187 Reduced 15.0%
1,060 $126,000
Q2 2018

Jul 13, 2018
BUY
$102.58 - $114.35 $5,744 - $6,403
56 Added 4.7%
1,247 $137,000
Q1 2018

Jul 03, 2018
BUY
$101.94 - $113.56 $121,410 - $135,249
1,191 New
1,191 $126,000

Others Institutions Holding MTUM

# of Institutions
877
Shares Held
56.2M
Call Options Held
265K
Put Options Held
780K
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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