Visionary Wealth Advisors Ishares Msci Usa Momentum Fact Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$133.17 - $146.27 $58,195 - $63,919	-437 Reduced 21.61%	1,585 $220,000
Q4 2022 Feb 13, 2023	SELL	$134.21 - $152.76 $18,655 - $21,233	-139 Reduced 6.43%	2,022 $295,000
Q3 2022 Nov 14, 2022	SELL	$131.18 - $147.67 $120,423 - $135,561	-918 Reduced 29.81%	2,161 $284,000
Q2 2022 Aug 12, 2022	BUY	$130.25 - $170.4 $12,504 - $16,358	96 Added 3.22%	3,079 $420,000
Q1 2022 May 12, 2022	SELL	$150.07 - $182.21 $1.7 Million - $2.07 Million	-11,349 Reduced 79.19%	2,983 $502,000
Q4 2021 Feb 14, 2022	SELL	$173.56 - $193.75 $56,233 - $62,775	-324 Reduced 2.21%	14,332 $2.61 Million
Q3 2021 Nov 12, 2021	BUY	$167.02 - $183.38 $68,979 - $75,735	413 Added 2.9%	14,656 $2.57 Million
Q2 2021 Aug 13, 2021	BUY	$159.69 - $175.61 $423,817 - $466,068	2,654 Added 22.9%	14,243 $2.47 Million
Q1 2021 May 18, 2021	BUY	$150.0 - $178.04 $139,500 - $165,577	930 Added 8.73%	11,589 $1.86 Million
Q4 2020 Feb 16, 2021	SELL	$141.23 - $162.85 $885,229 - $1.02 Million	-6,268 Reduced 37.03%	10,659 $1.72 Million
Q3 2020 Nov 16, 2020	SELL	$132.78 - $156.38 $40,763 - $48,008	-307 Reduced 1.78%	16,927 $2.5 Million
Q2 2020 Aug 14, 2020	BUY	$101.08 - $131.0 $1.74 Million - $2.26 Million	17,234 New	17,234 $2.26 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
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