Wealth Plan Partners, LLC Ishares Msci Usa Momentum Fact Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	SELL	$135.5 - $144.47 $156,502 - $166,862	-1,155 Reduced 84.25%	216 $31.2 Million
Q1 2023 May 10, 2023	SELL	$133.17 - $146.27 $255,020 - $280,107	-1,915 Reduced 58.28%	1,371 $191 Million
Q4 2022 Feb 16, 2023	BUY	$134.21 - $152.76 $441,014 - $501,969	3,286 New	3,286 $476 Million
Q3 2021 Dec 09, 2021	SELL	$167.02 - $183.38 $219,631 - $241,144	-1,315 Closed	0 $0
Q2 2021 Aug 19, 2021	SELL	$159.69 - $175.61 $123,600 - $135,922	-774 Reduced 37.05%	1,315 $239,000
Q1 2021 May 11, 2021	BUY	$150.0 - $178.04 $11,700 - $13,887	78 Added 3.88%	2,089 $350,000
Q4 2020 Feb 09, 2021	BUY	$141.23 - $162.85 $284,013 - $327,491	2,011 New	2,011 $347,000
Q2 2018 Aug 16, 2018	SELL	$102.58 - $114.35 $331,538 - $369,579	-3,232 Closed	0 $0
Q1 2018 May 16, 2018	BUY	$101.94 - $113.56 $329,470 - $367,025	3,232 New	3,232 $342,000

Others Institutions Holding MTUM

# of Institutions

773

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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