Personal Capital Advisors Corp Ishares Msci Usa Momentum Fact Transaction History

Personal Capital Advisors Corp

$20.6 Billion
Q4 2022

A detailed history of Personal Capital Advisors Corp transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Personal Capital Advisors Corp holds 1,630 shares of MTUM stock, worth $386,000. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,630

Previous 2,515 35.19%

Holding current value

$386,000

Previous $330,000 28.18%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$134.21 - $152.76 $118,775 - $135,192	-885 Reduced 35.19%	1,630 $237,000
Q3 2022 Nov 07, 2022	BUY	$131.18 - $147.67 $90,907 - $102,335	693 Added 38.04%	2,515 $330,000
Q1 2022 May 16, 2022	SELL	$150.07 - $182.21 $58,527 - $71,061	-390 Reduced 17.63%	1,822 $307,000
Q4 2021 Feb 11, 2022	SELL	$173.56 - $193.75 $5,206 - $5,812	-30 Reduced 1.34%	2,212 $399,000
Q3 2021 Nov 12, 2021	SELL	$167.02 - $183.38 $93,865 - $103,059	-562 Reduced 20.04%	2,242 $394,000
Q2 2021 Aug 11, 2021	BUY	$159.69 - $175.61 $5,748 - $6,321	36 Added 1.3%	2,804 $486,000
Q1 2021 May 14, 2021	BUY	$150.0 - $178.04 $55,950 - $66,408	373 Added 15.57%	2,768 $445,000
Q4 2020 Feb 12, 2021	BUY	$141.23 - $162.85 $44,063 - $50,809	312 Added 14.98%	2,395 $386,000
Q3 2020 Nov 13, 2020	SELL	$132.78 - $156.38 $5,311 - $6,255	-40 Reduced 1.88%	2,083 $307,000
Q2 2020 Aug 12, 2020	BUY	$101.08 - $131.0 $4,043 - $5,240	40 Added 1.92%	2,123 $278,000
Q1 2020 May 12, 2020	SELL	$90.36 - $137.08 $722 - $1,096	-8 Reduced 0.38%	2,083 $222,000
Q4 2019 Feb 13, 2020	SELL	$115.87 - $125.91 $695 - $755	-6 Reduced 0.29%	2,091 $263,000
Q3 2019 Nov 07, 2019	BUY	$115.63 - $123.04 $242,476 - $258,014	2,097 New	2,097 $250,000

Others Institutions Holding MTUM

# of Institutions

998

Shares Held

77M

Call Options Held

848K

Put Options Held

507K

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About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Personal Capital Advisors Corp Ishares Msci Usa Momentum Fact Transaction History