A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,517 shares of MTUM stock, worth $328,460. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,517
Previous 1,542 1.62%
Holding current value
$328,460
Previous $300,000 2.33%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 08, 2024

SELL
$175.46 - $203.3 $4,386 - $5,082
-25 Reduced 1.62%
1,517 $307,000
Q4 2023

Jan 10, 2024

BUY
$135.38 - $157.63 $270 - $315
2 Added 0.13%
1,542 $241,000
Q2 2023

Jul 13, 2023

BUY
$135.5 - $144.47 $135 - $144
1 Added 0.06%
1,540 $222,000
Q1 2023

Apr 26, 2023

BUY
$133.17 - $146.27 $266 - $292
2 Added 0.13%
1,539 $213,000
Q4 2022

Feb 03, 2023

BUY
$134.21 - $152.76 $134 - $152
1 Added 0.07%
1,537 $224,000
Q3 2022

Oct 11, 2022

BUY
$131.18 - $147.67 $262 - $295
2 Added 0.13%
1,536 $202,000
Q2 2022

Jul 12, 2022

BUY
$130.25 - $170.4 $130 - $170
1 Added 0.07%
1,534 $209,000
Q4 2021

Jan 20, 2022

SELL
$173.56 - $193.75 $65,432 - $73,043
-377 Reduced 19.74%
1,533 $279,000
Q3 2021

Oct 20, 2021

SELL
$167.02 - $183.38 $334 - $366
-2 Reduced 0.1%
1,910 $335,000
Q2 2021

Jul 20, 2021

BUY
$159.69 - $175.61 $236,181 - $259,727
1,479 Added 341.57%
1,912 $332,000
Q1 2021

Apr 19, 2021

SELL
$150.0 - $178.04 $326,100 - $387,058
-2,174 Reduced 83.39%
433 $364,000
Q4 2020

Feb 03, 2021

SELL
$141.23 - $162.85 $40,109 - $46,249
-284 Reduced 9.82%
2,607 $420,000
Q3 2020

Nov 03, 2020

SELL
$132.78 - $156.38 $51,784 - $60,988
-390 Reduced 11.89%
2,891 $426,000
Q2 2020

Jul 21, 2020

SELL
$101.08 - $131.0 $163,749 - $212,220
-1,620 Reduced 33.05%
3,281 $430,000
Q1 2020

Apr 15, 2020

SELL
$90.36 - $137.08 $320,958 - $486,908
-3,552 Reduced 42.02%
4,901 $522,000
Q4 2019

Jan 29, 2020

BUY
$115.87 - $125.91 $979,449 - $1.06 Million
8,453 New
8,453 $1.06 Million

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


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