Clarus Wealth Advisors Ishares Msci Usa Momentum Fact Transaction History

Clarus Wealth Advisors

  • $200 Million
  • Q4 2024

A detailed history of Clarus Wealth Advisors transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Clarus Wealth Advisors holds 8,551 shares of MTUM stock, worth $1.91 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
8,551
Previous 8,082 5.8%
Holding current value
$1.91 Million
Previous $1.64 Million 8.0%
% of portfolio
0.88%
Previous 0.84%

Shares

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

Jan 14, 2025
BUY
$201.32 - $217.44 $94,419 - $101,979
469 Added 5.8%
8,551 $1.77 Million
Q3 2024

Oct 08, 2024
BUY
$175.46 - $203.3 $31,056 - $35,984
177 Added 2.24%
8,082 $1.64 Million
Q2 2024

Jul 11, 2024
BUY
$173.58 - $198.8 $1.37 Million - $1.57 Million
7,905 New
7,905 $1.54 Million
Q4 2021

Jan 13, 2022
SELL
$173.56 - $193.75 $1.36 Million - $1.52 Million
-7,855 Closed
0 $0
Q3 2021

Oct 06, 2021
BUY
$167.02 - $183.38 $33,571 - $36,859
201 Added 2.63%
7,855 $1.39 Million
Q2 2021

Jul 13, 2021
SELL
$159.69 - $175.61 $12,775 - $14,048
-80 Reduced 1.03%
7,654 $1.34 Million
Q1 2021

Apr 12, 2021
SELL
$150.0 - $178.04 $3.32 Million - $3.94 Million
-22,157 Reduced 74.13%
7,734 $1.24 Million
Q4 2020

Jan 12, 2021
SELL
$141.23 - $162.85 $53,808 - $62,045
-381 Reduced 1.26%
29,891 $4.82 Million
Q3 2020

Oct 08, 2020
BUY
$132.78 - $156.38 $2.89 Million - $3.4 Million
21,728 Added 254.31%
30,272 $4.46 Million
Q2 2020

Jul 09, 2020
SELL
$101.08 - $131.0 $50,438 - $65,369
-499 Reduced 5.52%
8,544 $1.12 Million
Q1 2020

Apr 08, 2020
BUY
$90.36 - $137.08 $184,063 - $279,231
2,037 Added 29.08%
9,043 $914,000
Q4 2019

Jan 10, 2020
SELL
$115.87 - $125.91 $87,134 - $94,684
-752 Reduced 9.69%
7,006 $894,000
Q3 2019

Oct 11, 2019
BUY
$115.63 - $123.04 $67,759 - $72,101
586 Added 8.17%
7,758 $925,000
Q2 2019

Jul 24, 2019
BUY
$111.41 - $120.45 $515,048 - $556,840
4,623 Added 181.37%
7,172 $851,000
Q1 2019

Apr 04, 2019
BUY
$96.81 - $112.18 $94,970 - $110,048
981 Added 62.56%
2,549 $286,000
Q4 2018

Feb 05, 2019
SELL
$92.8 - $119.62 $7,145 - $9,210
-77 Reduced 4.68%
1,568 $157,000
Q4 2018

Jan 08, 2019
BUY
$92.8 - $119.62 $152,656 - $196,774
1,645 New
1,645 $196,000
Q4 2018

Jan 07, 2019
SELL
$92.8 - $119.62 $152,656 - $196,774
-1,645 Closed
0 $0
Q3 2018

Oct 03, 2018
SELL
$109.27 - $119.0 $98,889 - $107,695
-905 Reduced 35.49%
1,645 $196,000
Q1 2018

May 11, 2018
BUY
$101.94 - $113.56 $259,947 - $289,578
2,550 New
2,550 $270,000

Others Institutions Holding MTUM

# of Institutions
817
Shares Held
50.2M
Call Options Held
266K
Put Options Held
778K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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