A detailed history of Burt Wealth Advisors transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Burt Wealth Advisors holds 3,182 shares of MTUM stock, worth $676,588. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,182
Previous 3,180 0.06%
Holding current value
$676,588
Previous $619,000 4.2%
% of portfolio
0.16%
Previous 0.16%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$175.46 - $203.3 $350 - $406
2 Added 0.06%
3,182 $645,000
Q2 2024

Jul 16, 2024

SELL
$173.58 - $198.8 $40,617 - $46,519
-234 Reduced 6.85%
3,180 $619,000
Q1 2024

Apr 18, 2024

SELL
$152.32 - $189.2 $11,576 - $14,379
-76 Reduced 2.18%
3,414 $639,000
Q4 2023

Feb 01, 2024

SELL
$135.38 - $157.63 $151,625 - $176,545
-1,120 Reduced 24.3%
3,490 $547,000
Q3 2023

Oct 11, 2023

SELL
$138.94 - $147.4 $344,293 - $365,257
-2,478 Reduced 34.96%
4,610 $644,000
Q2 2023

Jul 18, 2023

SELL
$135.5 - $144.47 $19.4 Million - $20.7 Million
-143,049 Reduced 95.28%
7,088 $1.02 Million
Q1 2023

Apr 13, 2023

BUY
$133.17 - $146.27 $977,201 - $1.07 Million
7,338 Added 5.14%
150,137 $20.9 Million
Q4 2022

Jan 17, 2023

SELL
$134.21 - $152.76 $3.14 Million - $3.57 Million
-23,363 Reduced 14.06%
142,799 $20.8 Million
Q3 2022

Oct 11, 2022

SELL
$131.18 - $147.67 $471,985 - $531,316
-3,598 Reduced 2.12%
166,162 $21.8 Million
Q2 2022

Jul 29, 2022

BUY
$130.25 - $170.4 $1.69 Million - $2.21 Million
12,967 Added 8.27%
169,760 $23.2 Million
Q1 2022

Apr 19, 2022

SELL
$150.07 - $182.21 $1.85 Million - $2.24 Million
-12,319 Reduced 7.28%
156,793 $26.4 Million
Q4 2021

Jan 13, 2022

SELL
$173.56 - $193.75 $24,645 - $27,512
-142 Reduced 0.08%
169,112 $30.7 Million
Q3 2021

Oct 06, 2021

SELL
$167.02 - $183.38 $142,635 - $156,606
-854 Reduced 0.5%
169,254 $29.7 Million
Q2 2021

Jul 14, 2021

SELL
$159.69 - $175.61 $30,820 - $33,892
-193 Reduced 0.11%
170,108 $29.5 Million
Q1 2021

Apr 15, 2021

SELL
$150.0 - $178.04 $126,150 - $149,731
-841 Reduced 0.49%
170,301 $27.4 Million
Q4 2020

Feb 11, 2021

BUY
$141.23 - $162.85 $221,307 - $255,185
1,567 Added 0.92%
171,142 $27.6 Million
Q3 2020

Nov 10, 2020

SELL
$132.78 - $156.38 $80,464 - $94,766
-606 Reduced 0.36%
169,575 $25 Million
Q2 2020

Aug 05, 2020

BUY
$101.08 - $131.0 $156,674 - $203,050
1,550 Added 0.92%
170,181 $22.3 Million
Q1 2020

Apr 29, 2020

SELL
$90.36 - $137.08 $162,828 - $247,018
-1,802 Reduced 1.06%
168,631 $18 Million
Q4 2019

Jan 29, 2020

BUY
$115.87 - $125.91 $374,028 - $406,437
3,228 Added 1.93%
170,433 $21.4 Million
Q3 2019

Oct 31, 2019

SELL
$115.63 - $123.04 $137,252 - $146,048
-1,187 Reduced 0.7%
167,205 $19.9 Million
Q2 2019

Aug 05, 2019

SELL
$111.41 - $120.45 $179,370 - $193,924
-1,610 Reduced 0.95%
168,392 $20 Million
Q1 2019

Apr 24, 2019

BUY
$96.81 - $112.18 $3.54 Million - $4.1 Million
36,564 Added 27.4%
170,002 $19.1 Million
Q4 2018

Feb 08, 2019

SELL
$92.8 - $119.62 $5.56 Million - $7.16 Million
-59,875 Reduced 30.97%
133,438 $13.4 Million
Q3 2018

Oct 30, 2018

SELL
$109.27 - $119.0 $122,273 - $133,161
-1,119 Reduced 0.58%
193,313 $23 Million
Q2 2018

Jul 27, 2018

BUY
$102.58 - $114.35 $18.8 Million - $21 Million
183,618 Added 1697.97%
194,432 $21.3 Million
Q1 2018

Apr 24, 2018

BUY
$101.94 - $113.56 $1.03 Million - $1.15 Million
10,114 Added 1444.86%
10,814 $1.15 Million
Q4 2017

Jan 30, 2018

BUY
$96.07 - $104.31 $67,249 - $73,017
700
700 $72,000

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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