Monumental Financial Group Inc. Ishares Msci Usa Momentum Fact Transaction History

Monumental Financial Group Inc.

$269 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 13, 2023	SELL	$138.94 - $147.4 $3.97 Million - $4.21 Million	-28,570 Reduced 94.91%	1,531 $213,000
Q2 2023 Jul 11, 2023	SELL	$135.5 - $144.47 $47,154 - $50,275	-348 Reduced 1.14%	30,101 $4.34 Million
Q1 2023 May 03, 2023	BUY	$133.17 - $146.27 $184,307 - $202,437	1,384 Added 4.76%	30,449 $4.23 Million
Q4 2022 Jan 30, 2023	SELL	$134.21 - $152.76 $2.01 Million - $2.28 Million	-14,951 Reduced 33.97%	29,065 $4.24 Million
Q3 2022 Oct 13, 2022	BUY	$131.18 - $147.67 $929,672 - $1.05 Million	7,087 Added 19.19%	44,016 $5.77 Million
Q2 2022 Jul 28, 2022	SELL	$130.25 - $170.4 $776,550 - $1.02 Million	-5,962 Reduced 13.9%	36,929 $5.04 Million
Q1 2022 May 11, 2022	BUY	$150.07 - $182.21 $411,642 - $499,802	2,743 Added 6.83%	42,891 $7.22 Million
Q4 2021 Feb 07, 2022	BUY	$173.56 - $193.75 $170,435 - $190,262	982 Added 2.51%	40,148 $7.3 Million
Q3 2021 Oct 18, 2021	BUY	$167.02 - $183.38 $415,211 - $455,882	2,486 Added 6.78%	39,166 $6.88 Million
Q2 2021 Aug 12, 2021	SELL	$159.69 - $175.61 $2.1 Million - $2.31 Million	-13,136 Reduced 26.37%	36,680 $6.36 Million
Q1 2021 May 14, 2021	BUY	$150.0 - $178.04 $7.47 Million - $8.87 Million	49,816 New	49,816 $8.01 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 Monumental Financial Group Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monumental Financial Group Inc. with notifications on news.