Nova R Wealth, Inc. Ishares Msci Usa Momentum Fact Transaction History

Nova R Wealth, Inc.

  • $194 Million
  • Q3 2024

A detailed history of Nova R Wealth, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Nova R Wealth, Inc. holds 5,995 shares of MTUM stock, worth $1.3 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
5,995
Previous 6,297 4.8%
Holding current value
$1.3 Million
Previous $1.23 Million 0.98%
% of portfolio
0.63%
Previous 0.66%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$175.46 - $203.3 $52,988 - $61,396
-302 Reduced 4.8%
5,995 $1.22 Million
Q2 2024

Jul 18, 2024
SELL
$173.58 - $198.8 $33,500 - $38,368
-193 Reduced 2.97%
6,297 $1.23 Million
Q1 2024

Apr 12, 2024
SELL
$152.32 - $189.2 $249,043 - $309,342
-1,635 Reduced 20.12%
6,490 $1.22 Million
Q4 2023

Jan 19, 2024
SELL
$135.38 - $157.63 $418,594 - $487,391
-3,092 Reduced 27.57%
8,125 $1.27 Million
Q3 2023

Oct 18, 2023
SELL
$138.94 - $147.4 $4.35 Million - $4.61 Million
-31,273 Reduced 73.6%
11,217 $1.57 Million
Q2 2023

Jul 27, 2023
SELL
$135.5 - $144.47 $70,189 - $74,835
-518 Reduced 1.2%
42,490 $6.13 Million
Q1 2023

Apr 17, 2023
BUY
$133.17 - $146.27 $597,800 - $656,606
4,489 Added 11.65%
43,008 $5.98 Million
Q4 2022

Jan 31, 2023
BUY
$134.21 - $152.76 $1.06 Million - $1.2 Million
7,865 Added 25.66%
38,519 $5.62 Million
Q3 2022

Oct 25, 2022
BUY
$131.18 - $147.67 $1.35 Million - $1.52 Million
10,313 Added 50.7%
30,654 $4.02 Million
Q2 2022

Jul 15, 2022
BUY
$130.25 - $170.4 $61,738 - $80,769
474 Added 2.39%
20,341 $2.77 Million
Q1 2022

May 10, 2022
BUY
$150.07 - $182.21 $362,419 - $440,037
2,415 Added 13.84%
19,867 $3.34 Million
Q4 2021

Jan 27, 2022
BUY
$173.56 - $193.75 $3.03 Million - $3.38 Million
17,452 New
17,452 $3.17 Million

Others Institutions Holding MTUM

# of Institutions
773
Shares Held
48.7M
Call Options Held
266K
Put Options Held
778K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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