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 $1.87 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
8,551
Previous 8,082 5.8%
Holding current value
$1.87 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
943
Shares Held
67.7M
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
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Clarus Wealth Advisors Portfolio

Follow Clarus Wealth Advisors 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 Clarus Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Clarus Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email