Ergawealth Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History

Ergawealth Advisors, Inc.

$202 Billion
Q3 2024

A detailed history of Ergawealth Advisors, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 2,351 shares of MTUM stock, worth $499,893. This represents 0.24% of its overall portfolio holdings.

Number of Shares

2,351

Previous 2,353 0.08%

Holding current value

$499,893

Previous $459 Million 3.98%

% of portfolio

0.24%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	SELL	$175.46 - $203.3 $350 - $406	-2 Reduced 0.08%	2,351 $477 Million
Q2 2024 Jul 19, 2024	SELL	$173.58 - $198.8 $3,471 - $3,976	-20 Reduced 0.84%	2,353 $459 Million
Q1 2024 Apr 29, 2024	SELL	$152.32 - $189.2 $71,895 - $89,302	-472 Reduced 16.59%	2,373 $445 Million
Q4 2023 Jan 30, 2024	SELL	$135.38 - $157.63 $16,651 - $19,388	-123 Reduced 4.14%	2,845 $446 Million
Q3 2023 Oct 30, 2023	BUY	$138.94 - $147.4 $29,177 - $30,954	210 Added 7.61%	2,968 $415 Million
Q2 2023 Jul 17, 2023	SELL	$135.5 - $144.47 $11,246 - $11,991	-83 Reduced 2.92%	2,758 $398 Million
Q1 2023 May 02, 2023	SELL	$133.17 - $146.27 $179,779 - $197,464	-1,350 Reduced 32.21%	2,841 $395 Million
Q4 2022 Apr 14, 2023	BUY	$134.21 - $152.76 $562,474 - $640,217	4,191 New	4,191 $612 Million

Others Institutions Holding MTUM

# of Institutions

774

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
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Ergawealth Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History