Surevest, LLC Ishares Msci Usa Momentum Fact Transaction History

Surevest, LLC

$368 Million
Q3 2022

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 16, 2020	SELL	$90.36 - $137.08 $1.21 Million - $1.84 Million	-13,396 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$115.87 - $125.91 $351,086 - $381,507	-3,030 Reduced 18.45%	13,396 $1.68 Million
Q3 2019 Oct 15, 2019	BUY	$115.63 - $123.04 $4,740 - $5,044	41 Added 0.25%	16,426 $1.96 Million
Q2 2019 Jul 10, 2019	SELL	$111.41 - $120.45 $787,334 - $851,220	-7,067 Reduced 30.13%	16,385 $1.94 Million
Q1 2019 Apr 09, 2019	SELL	$96.81 - $112.18 $464,494 - $538,239	-4,798 Reduced 16.98%	23,452 $2.63 Million
Q4 2018 Feb 20, 2019	BUY	$92.8 - $119.62 $2.62 Million - $3.38 Million	28,250 New	28,250 $2.83 Million

Others Institutions Holding MTUM

# of Institutions

756

Shares Held

51.6M

Call Options Held

132K

Put Options Held

886K

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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