Coastal Investment Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History

Coastal Investment Advisors, Inc.

  • $234 Million
  • Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 233 shares of MTUM stock, worth $46,343. This represents 0.02% of its overall portfolio holdings.

Number of Shares
233
Holding current value
$46,343
% of portfolio
0.02%

Shares

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

Jan 28, 2025
BUY
$201.32 - $217.44 $46,907 - $50,663
233 New
233 $48,000
Q2 2024

Jul 15, 2024
BUY
$173.58 - $198.8 $12,324 - $14,114
71 Added 56.8%
196 $38,000
Q1 2024

Apr 19, 2024
BUY
$152.32 - $189.2 $19,040 - $23,650
125 New
125 $23,000
Q2 2023

Aug 09, 2023
BUY
$135.5 - $144.47 $26,829 - $28,605
198 New
198 $28,000
Q4 2022

Feb 10, 2023
SELL
$134.21 - $152.76 $10,736 - $12,220
-80 Reduced 20.15%
317 $46,000
Q3 2022

Oct 27, 2022
BUY
$131.18 - $147.67 $52,078 - $58,624
397 New
397 $52,000
Q1 2021

Apr 12, 2021
SELL
$150.0 - $178.04 $242,250 - $287,534
-1,615 Closed
0 $0
Q4 2020

Jan 13, 2021
BUY
$141.23 - $162.85 $228,086 - $263,002
1,615 New
1,615 $261,000
Q1 2020

Apr 23, 2020
SELL
$90.36 - $137.08 $300,447 - $455,791
-3,325 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$115.87 - $125.91 $14,020 - $15,235
121 Added 3.78%
3,325 $412,000
Q3 2019

Oct 18, 2019
SELL
$115.63 - $123.04 $53,999 - $57,459
-467 Reduced 12.72%
3,204 $382,000
Q2 2019

Aug 01, 2019
BUY
$111.41 - $120.45 $232,178 - $251,017
2,084 Added 131.32%
3,671 $436,000
Q1 2019

May 15, 2019
BUY
$96.81 - $112.18 $153,637 - $178,029
1,587 New
1,587 $179,000

Others Institutions Holding MTUM

# of Institutions
961
Shares Held
67.3M
Call Options Held
203K
Put Options Held
3.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
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