Wr Wealth Planners, LLC Ishares Msci Usa Momentum Fact Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 623 shares of MTUM stock, worth $140,094. This represents 0.04% of its overall portfolio holdings.

Number of Shares
623
Previous 857 27.3%
Holding current value
$140,094
Previous $173,000 26.01%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$201.32 - $217.44 $47,108 - $50,880
-234 Reduced 27.3%
623 $128,000
Q3 2024

Oct 17, 2024
SELL
$175.46 - $203.3 $175 - $203
-1 Reduced 0.12%
857 $173,000
Q2 2024

Jul 31, 2024
SELL
$173.58 - $198.8 $1,909 - $2,186
-11 Reduced 1.27%
858 $167,000
Q1 2024

Jul 31, 2024
BUY
$152.32 - $189.2 $132,366 - $164,414
869 New
869 $162,000
Q3 2023

Aug 01, 2024
SELL
$138.94 - $147.4 $2,500 - $2,653
-18 Reduced 1.16%
1,529 $214 Million
Q2 2023

Aug 01, 2024
BUY
$135.5 - $144.47 $93,359 - $99,539
689 Added 80.3%
1,547 $223 Million
Q1 2023

Aug 01, 2024
BUY
$133.17 - $146.27 $110,531 - $121,404
830 Added 96.74%
1,688 $235 Million
Q4 2022

Oct 10, 2024
BUY
$134.21 - $152.76 $365,722 - $416,271
2,725 Added 147.38%
4,574 $667 Million
Q3 2022

Oct 10, 2024
BUY
$131.18 - $147.67 $129,999 - $146,340
991 Added 115.5%
1,849 $243 Million
Q2 2022

Oct 17, 2024
SELL
$130.25 - $170.4 $53,272 - $69,693
-409 Reduced 12.59%
2,839 $387 Million
Q1 2022

Oct 17, 2024
BUY
$150.07 - $182.21 $358,817 - $435,664
2,391 Added 279.0%
3,248 $547 Million

Others Institutions Holding MTUM

# of Institutions
877
Shares Held
56.2M
Call Options Held
265K
Put Options Held
780K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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