Tyler Stone Wealth Management Ishares Msci Usa Momentum Fact Transaction History

Tyler Stone Wealth Management

$510 Million
Q3 2024

A detailed history of Tyler Stone Wealth Management transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Tyler Stone Wealth Management holds 7,830 shares of MTUM stock, worth $1.68 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

7,830

Previous 3,928 99.34%

Holding current value

$1.68 Million

Previous $765,000 107.45%

% of portfolio

0.31%

Previous 0.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$175.46 - $203.3 $684,644 - $793,276	3,902 Added 99.34%	7,830 $1.59 Million
Q2 2024 Aug 14, 2024	SELL	$173.58 - $198.8 $8,505 - $9,741	-49 Reduced 1.23%	3,928 $765,000
Q1 2024 May 15, 2024	SELL	$152.32 - $189.2 $31,987 - $39,732	-210 Reduced 5.02%	3,977 $745,000
Q4 2023 Feb 14, 2024	SELL	$135.38 - $157.63 $16,110 - $18,757	-119 Reduced 2.76%	4,187 $656,000
Q3 2023 Nov 14, 2023	SELL	$138.94 - $147.4 $15,978 - $16,951	-115 Reduced 2.6%	4,306 $602,000
Q2 2023 Aug 14, 2023	SELL	$135.5 - $144.47 $34,010 - $36,261	-251 Reduced 5.37%	4,421 $638,000
Q4 2022 Feb 14, 2023	SELL	$134.21 - $152.76 $18,789 - $21,386	-140 Reduced 2.91%	4,672 $682,000
Q3 2022 Nov 14, 2022	SELL	$131.18 - $147.67 $261,441 - $294,306	-1,993 Reduced 29.29%	4,812 $631,000
Q1 2022 May 12, 2022	SELL	$150.07 - $182.21 $4,502 - $5,466	-30 Reduced 0.44%	6,805 $1.15 Million
Q4 2021 Feb 22, 2022	BUY	$173.56 - $193.75 $1.19 Million - $1.32 Million	6,835 New	6,835 $1.24 Million

Others Institutions Holding MTUM

# of Institutions

773

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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Tyler Stone Wealth Management Ishares Msci Usa Momentum Fact Transaction History