Sensible Financial Planning & Management, Llc. Ishares Msci Usa Momentum Fact Transaction History

Sensible Financial Planning & Management, Llc.

  • $463 Million
  • Q2 2024

A detailed history of Sensible Financial Planning & Management, Llc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sensible Financial Planning & Management, Llc. holds 103,150 shares of MTUM stock, worth $21 Million. This represents 4.34% of its overall portfolio holdings.

Number of Shares
103,150
Previous 104,877 1.65%
Holding current value
$21 Million
Previous $19.6 Million 2.3%
% of portfolio
4.34%
Previous 4.34%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024
SELL
$173.58 - $198.8 $299,772 - $343,327
-1,727 Reduced 1.65%
103,150 $20.1 Million
Q1 2024

May 06, 2024
SELL
$152.32 - $189.2 $635,326 - $789,153
-4,171 Reduced 3.82%
104,877 $19.6 Million
Q4 2023

Feb 02, 2024
SELL
$135.38 - $157.63 $264,126 - $307,536
-1,951 Reduced 1.76%
109,048 $17.1 Million
Q3 2023

Oct 26, 2023
BUY
$138.94 - $147.4 $307,196 - $325,901
2,211 Added 2.03%
110,999 $15.5 Million
Q2 2023

Aug 03, 2023
BUY
$135.5 - $144.47 $399,860 - $426,330
2,951 Added 2.79%
108,788 $15.7 Million
Q1 2023

Apr 14, 2023
BUY
$133.17 - $146.27 $567,171 - $622,963
4,259 Added 4.19%
105,837 $14.7 Million
Q4 2022

Feb 01, 2023
BUY
$134.21 - $152.76 $396,187 - $450,947
2,952 Added 2.99%
101,578 $14.8 Million
Q3 2022

Nov 07, 2022
BUY
$131.18 - $147.67 $558,039 - $628,188
4,254 Added 4.51%
98,626 $12.9 Million
Q2 2022

Aug 04, 2022
BUY
$130.25 - $170.4 $691,757 - $904,994
5,311 Added 5.96%
94,372 $12.9 Million
Q1 2022

May 18, 2022
BUY
$150.07 - $182.21 $510,688 - $620,060
3,403 Added 3.97%
89,061 $15 Million
Q4 2021

Feb 11, 2022
BUY
$173.56 - $193.75 $1.17 Million - $1.3 Million
6,726 Added 8.52%
85,658 $15.6 Million
Q3 2021

Nov 09, 2021
BUY
$167.02 - $183.38 $776,643 - $852,717
4,650 Added 6.26%
78,932 $13.9 Million
Q2 2021

Jul 29, 2021
BUY
$159.69 - $175.61 $246,721 - $271,317
1,545 Added 2.12%
74,282 $12.9 Million
Q1 2021

May 17, 2021
SELL
$150.0 - $178.04 $40,950 - $48,604
-273 Reduced 0.37%
72,737 $11.7 Million
Q4 2020

Feb 24, 2021
BUY
$141.23 - $162.85 $73,722 - $85,007
522 Added 0.72%
73,010 $11.8 Million
Q3 2020

Nov 06, 2020
SELL
$132.78 - $156.38 $409,493 - $482,275
-3,084 Reduced 4.08%
72,488 $10.7 Million
Q2 2020

Aug 12, 2020
SELL
$101.08 - $131.0 $461,632 - $598,277
-4,567 Reduced 5.7%
75,572 $9.9 Million
Q1 2020

May 07, 2020
BUY
$90.36 - $137.08 $3.73 Million - $5.66 Million
41,321 Added 106.45%
80,139 $8.53 Million
Q4 2019

Feb 12, 2020
BUY
$115.87 - $125.91 $2.72 Million - $2.95 Million
23,451 Added 152.61%
38,818 $4.87 Million
Q3 2019

Oct 28, 2019
BUY
$115.63 - $123.04 $1.78 Million - $1.89 Million
15,367 New
15,367 $1.83 Million

Others Institutions Holding MTUM

# of Institutions
754
Shares Held
52.1M
Call Options Held
132K
Put Options Held
886K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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