Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 7,985 shares of MTUM stock, worth $1.8 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,985
Previous 8,210 2.74%
Holding current value
$1.8 Million
Previous $1.66 Million 0.72%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Jan 17, 2025
SELL
$201.32 - $217.44 $45,297 - $48,924
-225 Reduced 2.74%
7,985 $1.65 Million
Q3 2024

Nov 08, 2024
SELL
$175.46 - $203.3 $208,271 - $241,317
-1,187 Reduced 12.63%
8,210 $1.66 Million
Q2 2024

Aug 13, 2024
SELL
$173.58 - $198.8 $228,952 - $262,217
-1,319 Reduced 12.31%
9,397 $1.83 Million
Q1 2024

Apr 30, 2024
SELL
$152.32 - $189.2 $223,910 - $278,124
-1,470 Reduced 12.06%
10,716 $2.01 Million
Q4 2023

Jan 30, 2024
SELL
$135.38 - $157.63 $461,645 - $537,518
-3,410 Reduced 21.86%
12,186 $1.91 Million
Q3 2023

Oct 17, 2023
SELL
$138.94 - $147.4 $817,106 - $866,859
-5,881 Reduced 27.38%
15,596 $2.18 Million
Q2 2023

Jul 19, 2023
BUY
$135.5 - $144.47 $2.88 Million - $3.07 Million
21,243 Added 9078.21%
21,477 $3.1 Million
Q1 2023

May 10, 2023
SELL
$133.17 - $146.27 $3.7 Million - $4.07 Million
-27,798 Reduced 99.17%
234 $32,000
Q4 2022

Feb 14, 2023
BUY
$134.21 - $152.76 $211,917 - $241,208
1,579 Added 5.97%
28,032 $4.09 Million
Q3 2022

Oct 26, 2022
BUY
$131.18 - $147.67 $3.46 Million - $3.9 Million
26,388 Added 40596.92%
26,453 $3.47 Million
Q2 2022

Aug 10, 2022
SELL
$130.25 - $170.4 $47,020 - $61,514
-361 Reduced 84.74%
65 $8,000
Q1 2022

May 13, 2022
SELL
$150.07 - $182.21 $22,210 - $26,967
-148 Reduced 25.78%
426 $71,000
Q4 2021

Feb 14, 2022
BUY
$173.56 - $193.75 $11,454 - $12,787
66 Added 12.99%
574 $104,000
Q3 2021

Nov 02, 2021
SELL
$167.02 - $183.38 $42,757 - $46,945
-256 Reduced 33.51%
508 $89,000
Q2 2021

Jul 27, 2021
BUY
$159.69 - $175.61 $7,665 - $8,429
48 Added 6.7%
764 $132,000
Q1 2021

May 11, 2021
BUY
$150.0 - $178.04 $107,400 - $127,476
716 New
716 $115,000

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

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