Berkshire Money Management, Inc. Ishares Msci Usa Momentum Fact Transaction History

Berkshire Money Management, Inc.

  • $836 Million
  • Q4 2024

A detailed history of Berkshire Money Management, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 1,303 shares of MTUM stock, worth $261,720. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,303
Holding current value
$261,720
% of portfolio
0.03%

Shares

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

Jan 27, 2025
BUY
$201.32 - $217.44 $262,319 - $283,324
1,303 New
1,303 $269,000
Q1 2024

May 08, 2024
BUY
$152.32 - $189.2 $283,315 - $351,912
1,860 New
1,860 $348,000
Q2 2023

Aug 07, 2023
BUY
$135.5 - $144.47 $123,847 - $132,045
914 Added 1.82%
51,237 $7.39 Million
Q1 2023

May 12, 2023
BUY
$133.17 - $146.27 $3,728 - $4,095
28 Added 0.06%
50,323 $7 Million
Q4 2022

Feb 13, 2023
SELL
$134.21 - $152.76 $198,496 - $225,932
-1,479 Reduced 2.86%
50,295 $7.34 Million
Q3 2022

Oct 21, 2022
SELL
$131.18 - $147.67 $2.38 Million - $2.68 Million
-18,133 Reduced 25.94%
51,774 $6.79 Million
Q2 2022

Jul 14, 2022
SELL
$130.25 - $170.4 $4.9 Million - $6.41 Million
-37,599 Reduced 34.97%
69,907 $9.53 Million
Q1 2022

Apr 19, 2022
BUY
$150.07 - $182.21 $6.24 Million - $7.57 Million
41,564 Added 63.03%
107,506 $18.1 Million
Q4 2021

Jan 14, 2022
BUY
$173.56 - $193.75 $82,788 - $92,418
477 Added 0.73%
65,942 $12 Million
Q3 2021

Oct 13, 2021
SELL
$167.02 - $183.38 $401,349 - $440,662
-2,403 Reduced 3.54%
65,465 $11.5 Million
Q2 2021

Jul 23, 2021
BUY
$159.69 - $175.61 $357,545 - $393,190
2,239 Added 3.41%
67,868 $11.8 Million
Q1 2021

Apr 20, 2021
BUY
$150.0 - $178.04 $376,500 - $446,880
2,510 Added 3.98%
65,629 $10.6 Million
Q4 2020

Jan 25, 2021
SELL
$141.23 - $162.85 $497,129 - $573,232
-3,520 Reduced 5.28%
63,119 $10.2 Million
Q3 2020

Oct 26, 2020
BUY
$132.78 - $156.38 $8.85 Million - $10.4 Million
66,639 New
66,639 $9.82 Million
Q4 2018

Feb 06, 2019
SELL
$92.8 - $119.62 $6.79 Million - $8.75 Million
-73,144 Closed
0 $0
Q3 2018

Oct 17, 2018
BUY
$109.27 - $119.0 $545,257 - $593,810
4,990 Added 7.32%
73,144 $8.7 Million
Q2 2018

Jul 19, 2018
SELL
$102.58 - $114.35 $171,308 - $190,964
-1,670 Reduced 2.39%
68,154 $7.57 Million
Q1 2018

May 02, 2018
SELL
$101.94 - $113.56 $433,041 - $482,402
-4,248 Reduced 5.73%
69,824 $7.4 Million
Q4 2017

Jan 29, 2018
BUY
$96.07 - $104.31 $22,960 - $24,930
239 Added 0.32%
74,072 $7.64 Million
Q3 2017

Nov 03, 2017
BUY
$93.76 - $95.68 $6.92 Million - $7.06 Million
73,833
73,833 $7.42 Million

Others Institutions Holding MTUM

# of Institutions
954
Shares Held
67.8M
Call Options Held
203K
Put Options Held
3.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
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