Capital Investment Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Capital Investment Advisors, LLC

  • $4.81 Billion
  • Q4 2024

A detailed history of Capital Investment Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 1,671 shares of MTUM stock, worth $380,503. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,671
Previous 1,408 18.68%
Holding current value
$380,503
Previous $285,000 21.05%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 13, 2025
BUY
$201.32 - $217.44 $52,947 - $57,186
263 Added 18.68%
1,671 $345,000
Q3 2024

Oct 17, 2024
SELL
$175.46 - $203.3 $2,280 - $2,642
-13 Reduced 0.91%
1,408 $285,000
Q2 2024

Jul 12, 2024
BUY
$173.58 - $198.8 $7,984 - $9,144
46 Added 3.35%
1,421 $276,000
Q1 2024

Apr 15, 2024
BUY
$152.32 - $189.2 $913 - $1,135
6 Added 0.44%
1,375 $257,000
Q4 2023

Jan 05, 2024
BUY
$135.38 - $157.63 $185,335 - $215,795
1,369 New
1,369 $214,000

Others Institutions Holding MTUM

# of Institutions
919
Shares Held
67.5M
Call Options Held
102K
Put Options Held
1.59M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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