Buckingham Strategic Wealth, LLC Ishares Msci Usa Momentum Fact Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 3,707 shares of MTUM stock, worth $912,181. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,707
Previous 4,371 15.19%
Holding current value
$912,181
Previous $818,000 11.74%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$173.58 - $198.8 $115,257 - $132,003
-664 Reduced 15.19%
3,707 $722,000
Q1 2024

May 09, 2024
SELL
$152.32 - $189.2 $119,114 - $147,954
-782 Reduced 15.18%
4,371 $818,000
Q4 2023

Feb 14, 2024
SELL
$135.38 - $157.63 $219,315 - $255,360
-1,620 Reduced 23.92%
5,153 $808,000
Q3 2023

Nov 13, 2023
SELL
$138.94 - $147.4 $64,051 - $67,951
-461 Reduced 6.37%
6,773 $946,000
Q2 2023

Aug 11, 2023
BUY
$135.5 - $144.47 $507,718 - $541,329
3,747 Added 107.46%
7,234 $1.04 Million
Q4 2022

Feb 13, 2023
BUY
$134.21 - $152.76 $52,341 - $59,576
390 Added 12.59%
3,487 $508,000
Q3 2022

Nov 07, 2022
SELL
$131.18 - $147.67 $4,328 - $4,873
-33 Reduced 1.05%
3,097 $406,000
Q2 2022

Aug 12, 2022
SELL
$130.25 - $170.4 $75,154 - $98,320
-577 Reduced 15.57%
3,130 $427,000
Q1 2022

May 10, 2022
BUY
$150.07 - $182.21 $23,110 - $28,060
154 Added 4.33%
3,707 $624,000
Q4 2021

Feb 09, 2022
SELL
$173.56 - $193.75 $90,424 - $100,943
-521 Reduced 12.79%
3,553 $646,000
Q3 2021

Nov 10, 2021
BUY
$167.02 - $183.38 $128,605 - $141,202
770 Added 23.31%
4,074 $715,000
Q2 2021

Aug 06, 2021
SELL
$159.69 - $175.61 $319 - $351
-2 Reduced 0.06%
3,304 $573,000
Q1 2021

Apr 30, 2021
BUY
$150.0 - $178.04 $8,100 - $9,614
54 Added 1.66%
3,306 $532,000
Q4 2020

Feb 16, 2021
BUY
$141.23 - $162.85 $45,193 - $52,112
320 Added 10.91%
3,252 $525,000
Q3 2020

Nov 12, 2020
SELL
$132.78 - $156.38 $62,406 - $73,498
-470 Reduced 13.82%
2,932 $432,000
Q2 2020

Aug 03, 2020
BUY
$101.08 - $131.0 $43,262 - $56,068
428 Added 14.39%
3,402 $446,000
Q1 2020

May 07, 2020
BUY
$90.36 - $137.08 $41,113 - $62,371
455 Added 18.06%
2,974 $317,000
Q4 2019

Feb 04, 2020
BUY
$115.87 - $125.91 $25,723 - $27,952
222 Added 9.66%
2,519 $316,000
Q3 2019

Nov 12, 2019
BUY
$115.63 - $123.04 $6,937 - $7,382
60 Added 2.68%
2,297 $274,000
Q2 2019

Aug 05, 2019
SELL
$111.41 - $120.45 $34,982 - $37,821
-314 Reduced 12.31%
2,237 $265,000
Q1 2019

May 02, 2019
BUY
$96.81 - $112.18 $21,588 - $25,016
223 Added 9.58%
2,551 $286,000
Q4 2018

Feb 11, 2019
BUY
$92.8 - $119.62 $216,038 - $278,475
2,328 New
2,328 $233,000

Others Institutions Holding MTUM

# of Institutions
1,106
Shares Held
65.9M
Call Options Held
456K
Put Options Held
930K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Buckingham Strategic Wealth, LLC Portfolio

Follow Buckingham Strategic Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email