Monument Capital Management Ishares Msci Usa Momentum Fact Transaction History

Monument Capital Management

$358 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 18, 2023	SELL	$135.5 - $144.47 $610,834 - $651,270	-4,508 Reduced 64.67%	2,463 $355,000
Q1 2023 Apr 21, 2023	SELL	$133.17 - $146.27 $393,384 - $432,081	-2,954 Reduced 29.76%	6,971 $969,000
Q4 2022 Jan 26, 2023	SELL	$134.21 - $152.76 $266,541 - $303,381	-1,986 Reduced 16.67%	9,925 $0
Q3 2022 Nov 07, 2022	SELL	$131.18 - $147.67 $761,499 - $857,224	-5,805 Reduced 32.77%	11,911 $1.56 Million
Q2 2022 Jul 20, 2022	SELL	$130.25 - $170.4 $569,192 - $744,648	-4,370 Reduced 19.79%	17,716 $2.42 Million
Q1 2022 Apr 14, 2022	SELL	$150.07 - $182.21 $596,678 - $724,466	-3,976 Reduced 15.26%	22,086 $3.72 Million
Q4 2021 Jan 18, 2022	BUY	$173.56 - $193.75 $471,736 - $526,612	2,718 Added 11.64%	26,062 $4.74 Million
Q3 2021 Oct 22, 2021	SELL	$167.02 - $183.38 $21,378 - $23,472	-128 Reduced 0.55%	23,344 $4.1 Million
Q2 2021 Jul 27, 2021	SELL	$159.69 - $175.61 $53,336 - $58,653	-334 Reduced 1.4%	23,472 $4.07 Million
Q1 2021 Apr 12, 2021	SELL	$150.0 - $178.04 $81,000 - $96,141	-540 Reduced 2.22%	23,806 $3.83 Million
Q4 2020 Jan 15, 2021	BUY	$141.23 - $162.85 $3.44 Million - $3.96 Million	24,346 New	24,346 $3.93 Million

Others Institutions Holding MTUM

# of Institutions

773

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Monument Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Monument Capital Management with notifications on news.