A detailed history of Owen La Rue, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Owen La Rue, LLC holds 1,750 shares of MTUM stock, worth $368,497. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,750
Previous 1,324 32.18%
Holding current value
$368,497
Previous $258,000 37.21%
% of portfolio
0.21%
Previous 0.17%

Shares

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

Nov 12, 2024

BUY
$175.46 - $203.3 $74,745 - $86,605
426 Added 32.18%
1,750 $354,000
Q2 2024

Jul 23, 2024

SELL
$173.58 - $198.8 $33,327 - $38,169
-192 Reduced 12.66%
1,324 $258,000
Q4 2023

Feb 05, 2024

SELL
$135.38 - $157.63 $7,581 - $8,827
-56 Reduced 3.56%
1,516 $237,000
Q2 2023

Aug 09, 2023

BUY
$135.5 - $144.47 $1,355 - $1,444
10 Added 0.64%
1,572 $226,000
Q4 2022

Feb 13, 2023

BUY
$134.21 - $152.76 $209,636 - $238,611
1,562 New
1,562 $224 Million

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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