Wealthpoint, LLC Ishares Msci Usa Momentum Fact Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$130.25 - $170.4 $1,953 - $2,556	-15 Reduced 0.87%	1,705 $233,000
Q1 2022 Apr 27, 2022	SELL	$150.07 - $182.21 $38,267 - $46,463	-255 Reduced 12.91%	1,720 $289,000
Q4 2021 Feb 11, 2022	SELL	$173.56 - $193.75 $7,810 - $8,718	-45 Reduced 2.23%	1,975 $359,000
Q3 2021 Nov 01, 2021	BUY	$167.02 - $183.38 $8,685 - $9,535	52 Added 2.64%	2,020 $355,000
Q2 2021 Jul 26, 2021	BUY	$159.69 - $175.61 $10,858 - $11,941	68 Added 3.58%	1,968 $341,000
Q1 2021 Apr 27, 2021	BUY	$150.0 - $178.04 $19,050 - $22,611	127 Added 7.16%	1,900 $306,000
Q4 2020 Feb 08, 2021	BUY	$141.23 - $162.85 $6,072 - $7,002	43 Added 2.49%	1,773 $286,000
Q3 2020 Nov 09, 2020	BUY	$132.78 - $156.38 $229,709 - $270,537	1,730 New	1,730 $255,000
Q1 2019 May 16, 2019	SELL	$96.81 - $112.18 $3,194 - $3,701	-33 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$92.8 - $119.62 $3,062 - $3,947	33 New	33 $3,000

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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