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

756

Shares Held

51.6M

Call Options Held

132K

Put Options Held

886K

About ISHARES MSCI USA MOMENTUM FACT

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