Morgan Rosel Wealth Management, LLC Ishares Msci Intl Momentum Fac Transaction History

Morgan Rosel Wealth Management, LLC

  • $313 Million
  • Q1 2025

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Ishares Msci Intl Momentum Fac stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 54,967 shares of IMTM stock, worth $2.3 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
54,967
Previous 52,443 4.81%
Holding current value
$2.3 Million
Previous $1.96 Million 11.93%
% of portfolio
0.7%
Previous 0.67%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$37.06 - $41.11 $93,539 - $103,761
2,524 Added 4.81%
54,967 $2.2 Million
Q4 2024

Feb 04, 2025
BUY
$37.33 - $40.39 $134,985 - $146,050
3,616 Added 7.41%
52,443 $1.96 Million
Q3 2024

Oct 10, 2024
BUY
$35.7 - $41.13 $41,197 - $47,464
1,154 Added 2.42%
48,827 $1.97 Million
Q2 2024

Jul 15, 2024
BUY
$37.21 - $39.92 $67,498 - $72,414
1,814 Added 3.96%
47,673 $1.84 Million
Q1 2024

Apr 17, 2024
SELL
$33.71 - $39.36 $255,589 - $298,427
-7,582 Reduced 14.19%
45,859 $1.8 Million
Q4 2023

Jan 19, 2024
BUY
$30.44 - $34.29 $90,832 - $102,321
2,984 Added 5.91%
53,441 $1.83 Million
Q3 2023

Oct 27, 2023
BUY
$31.37 - $33.83 $27,762 - $29,939
885 Added 1.79%
50,457 $1.59 Million
Q2 2023

Aug 04, 2023
BUY
$31.87 - $33.65 $19,886 - $20,997
624 Added 1.27%
49,572 $1.65 Million
Q1 2023

Apr 12, 2023
BUY
$30.32 - $32.56 $840,894 - $903,019
27,734 Added 130.73%
48,948 $1.58 Million
Q4 2022

Jan 19, 2023
BUY
$26.9 - $31.76 $89,899 - $106,141
3,342 Added 18.7%
21,214 $0
Q3 2022

Oct 14, 2022
BUY
$26.61 - $31.09 $92,656 - $108,255
3,482 Added 24.2%
17,872 $480,000
Q2 2022

Jul 27, 2022
BUY
$29.42 - $35.93 $205,940 - $251,510
7,000 Added 94.72%
14,390 $431,000
Q1 2022

Apr 22, 2022
SELL
$31.91 - $38.34 $72,722 - $87,376
-2,279 Reduced 23.57%
7,390 $262,000
Q4 2021

Jan 24, 2022
SELL
$36.61 - $40.76 $109 - $122
-3 Reduced 0.03%
9,669 $368,000
Q3 2021

Oct 26, 2021
BUY
$37.19 - $40.44 $155,379 - $168,958
4,178 Added 76.05%
9,672 $368,000
Q2 2021

Jul 28, 2021
SELL
$37.63 - $40.22 $3.36 Million - $3.59 Million
-89,355 Reduced 94.21%
5,494 $213,000
Q1 2021

Apr 30, 2021
BUY
$35.81 - $40.04 $457,830 - $511,911
12,785 Added 15.58%
94,849 $3.57 Million
Q4 2020

Feb 11, 2021
BUY
$32.73 - $37.94 $2.69 Million - $3.11 Million
82,064 New
82,064 $3.09 Million

Others Institutions Holding IMTM

# of Institutions
177
Shares Held
71.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI INTL MOMENTUM FAC

IMTM Quotes by TradingView
  • Ticker IMTM
  • Sector ETFs
  • Industry ETFs
More about IMTM
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