Riverpoint Wealth Management Holdings, LLC Ishares Msci Usa Momentum Fact Transaction History

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 2024

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 10, 2021	SELL	$159.69 - $175.61 $1.57 Million - $1.72 Million	-9,812 Closed	0 $0
Q1 2021 May 04, 2021	SELL	$150.0 - $178.04 $196,950 - $233,766	-1,313 Reduced 11.8%	9,812 $1.58 Million
Q4 2020 Feb 23, 2021	BUY	$141.23 - $162.85 $160,578 - $185,160	1,137 Added 11.38%	11,125 $1.79 Million
Q3 2020 Nov 10, 2020	SELL	$132.78 - $156.38 $13,145 - $15,481	-99 Reduced 0.98%	9,988 $1.47 Million
Q2 2020 Aug 03, 2020	SELL	$101.08 - $131.0 $876,262 - $1.14 Million	-8,669 Reduced 46.22%	10,087 $1.32 Million
Q1 2020 May 11, 2020	BUY	$90.36 - $137.08 $370,927 - $562,713	4,105 Added 28.02%	18,756 $2 Million
Q4 2019 Feb 18, 2020	SELL	$115.87 - $125.91 $22,131 - $24,048	-191 Reduced 1.29%	14,651 $1.84 Million
Q3 2019 Oct 30, 2019	BUY	$115.63 - $123.04 $7,862 - $8,366	68 Added 0.46%	14,842 $1.77 Million
Q2 2019 Aug 12, 2019	SELL	$111.41 - $120.45 $145,055 - $156,825	-1,302 Reduced 8.1%	14,774 $1.75 Million
Q1 2019 May 14, 2019	BUY	$96.81 - $112.18 $6,195 - $7,179	64 Added 0.4%	16,076 $1.8 Million
Q4 2018 Feb 13, 2019	SELL	$92.8 - $119.62 $763,465 - $984,113	-8,227 Reduced 33.94%	16,012 $1.61 Million
Q3 2018 Nov 01, 2018	BUY	$109.27 - $119.0 $26,115 - $28,441	239 Added 1.0%	24,239 $2.88 Million
Q2 2018 Jul 27, 2018	BUY	$102.58 - $114.35 $2.46 Million - $2.74 Million	24,000 New	24,000 $2.63 Million

Others Institutions Holding MTUM

# of Institutions

798

Shares Held

49.6M

Call Options Held

266K

Put Options Held

778K

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