Estate Counselors, LLC Ishares Msci Usa Momentum Fact Transaction History

Estate Counselors, LLC

  • $362 Million
  • Q4 2024

A detailed history of Estate Counselors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Estate Counselors, LLC holds 2,400 shares of MTUM stock, worth $524,232. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,400
Previous 2,400 -0.0%
Holding current value
$524,232
Previous $486,000 2.06%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Nov 12, 2024
BUY
$175.46 - $203.3 $421,104 - $487,920
2,400 New
2,400 $486,000
Q4 2023

Jan 23, 2024
BUY
$135.38 - $157.63 $324,912 - $378,312
2,400 New
2,400 $376,000
Q2 2022

Aug 03, 2022
SELL
$130.25 - $170.4 $91,175 - $119,280
-700 Reduced 22.58%
2,400 $327,000
Q4 2021

Feb 14, 2022
SELL
$173.56 - $193.75 $3.31 Million - $3.7 Million
-19,080 Reduced 86.02%
3,100 $563,000
Q3 2021

Nov 03, 2021
SELL
$167.02 - $183.38 $9.87 Million - $10.8 Million
-59,120 Reduced 72.72%
22,180 $3.89 Million
Q2 2021

Aug 03, 2021
SELL
$159.69 - $175.61 $138,930 - $152,780
-870 Reduced 1.06%
81,300 $14.1 Million
Q1 2021

May 06, 2021
SELL
$150.0 - $178.04 $330,000 - $391,688
-2,200 Reduced 2.61%
82,170 $13.2 Million
Q4 2020

Feb 11, 2021
SELL
$141.23 - $162.85 $518,314 - $597,659
-3,670 Reduced 4.17%
84,370 $13.6 Million
Q3 2020

Oct 28, 2020
BUY
$132.78 - $156.38 $239,004 - $281,484
1,800 Added 2.09%
88,040 $13 Million
Q2 2020

Aug 07, 2020
BUY
$101.08 - $131.0 $596,372 - $772,900
5,900 Added 7.34%
86,240 $11.3 Million
Q1 2020

Apr 28, 2020
BUY
$90.36 - $137.08 $7.26 Million - $11 Million
80,340 New
80,340 $8.56 Million
Q1 2019

May 01, 2019
SELL
$96.81 - $112.18 $10.7 Million - $12.4 Million
-110,170 Closed
0 $0
Q4 2018

Feb 04, 2019
SELL
$92.8 - $119.62 $1.04 Million - $1.34 Million
-11,220 Reduced 9.24%
110,170 $11 Million
Q3 2018

Oct 15, 2018
BUY
$109.27 - $119.0 $225,096 - $245,140
2,060 Added 1.73%
121,390 $14.4 Million
Q2 2018

Aug 08, 2018
BUY
$102.58 - $114.35 $199,005 - $221,839
1,940 Added 1.65%
119,330 $13.1 Million
Q1 2018

Apr 13, 2018
SELL
$101.94 - $113.56 $1.43 Million - $1.59 Million
-13,990 Reduced 10.65%
117,390 $12.4 Million
Q4 2017

Feb 06, 2018
SELL
$96.07 - $104.31 $1.78 Million - $1.94 Million
-18,580 Reduced 12.39%
131,380 $13.5 Million
Q3 2017

Nov 13, 2017
BUY
$93.76 - $95.68 $1.56 Million - $1.59 Million
16,600 Added 12.45%
149,960 $14.3 Million
Q2 2017

Nov 13, 2017
BUY
N/A
107,780 Added 421.34%
133,360 $11.9 Million
Q1 2017

Nov 13, 2017
BUY
N/A
25,580
25,580 $2.11 Million

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 Estate Counselors, LLC Portfolio

Follow Estate Counselors, LLC 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 Estate Counselors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Estate Counselors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email