Simplicity Wealth,Llc Ishares Msci Usa Momentum Fact Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Simplicity Wealth,Llc holds 8,973 shares of MTUM stock, worth $2.02 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
8,973
Previous 8,983 0.11%
Holding current value
$2.02 Million
Previous $1.82 Million 1.92%
% of portfolio
0.4%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$201.32 - $217.44 $2,013 - $2,174
-10 Reduced 0.11%
8,973 $1.86 Million
Q3 2024

Oct 09, 2024
BUY
$175.46 - $203.3 $82,641 - $95,754
471 Added 5.53%
8,983 $1.82 Million
Q2 2024

Jul 10, 2024
BUY
$173.58 - $198.8 $82,971 - $95,026
478 Added 5.95%
8,512 $1.66 Million
Q1 2024

Apr 24, 2024
BUY
$152.32 - $189.2 $1.22 Million - $1.52 Million
8,034 New
8,034 $1.51 Million
Q4 2022

Feb 15, 2023
BUY
$134.21 - $152.76 $305,059 - $347,223
2,273 New
2,273 $331,000

Others Institutions Holding MTUM

# of Institutions
867
Shares Held
54.9M
Call Options Held
265K
Put Options Held
780K
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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