True Wealth Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

True Wealth Advisors, LLC

$271 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 23, 2023	SELL	$134.21 - $152.76 $121,325 - $138,095	-904 Reduced 36.84%	1,550 $0
Q3 2022 Oct 21, 2022	SELL	$131.18 - $147.67 $83,036 - $93,475	-633 Reduced 20.51%	2,454 $322,000
Q2 2022 Jul 27, 2022	SELL	$130.25 - $170.4 $198,501 - $259,689	-1,524 Reduced 33.05%	3,087 $421,000
Q1 2022 May 05, 2022	BUY	$150.07 - $182.21 $106,549 - $129,369	710 Added 18.2%	4,611 $838,000
Q1 2022 May 04, 2022	SELL	$150.07 - $182.21 $106,549 - $129,369	-710 Reduced 15.4%	3,901 $585,000
Q4 2021 Feb 02, 2022	SELL	$173.56 - $193.75 $74,804 - $83,506	-431 Reduced 8.55%	4,611 $838,000
Q3 2021 Oct 25, 2021	SELL	$167.02 - $183.38 $1.43 Million - $1.57 Million	-8,588 Reduced 63.01%	5,042 $885,000
Q2 2021 Jul 23, 2021	BUY	$159.69 - $175.61 $221,170 - $243,219	1,385 Added 11.31%	13,630 $2.36 Million
Q1 2021 Apr 22, 2021	SELL	$150.0 - $178.04 $71,850 - $85,281	-479 Reduced 3.76%	12,245 $1.97 Million
Q4 2020 Jan 25, 2021	BUY	$141.23 - $162.85 $1.8 Million - $2.07 Million	12,724 New	12,724 $2.11 Million

Others Institutions Holding MTUM

# of Institutions

776

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of True Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Wealth Advisors, LLC with notifications on news.