Founders Financial Alliance, LLC Ishares Msci Usa Momentum Fact Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 537 shares of MTUM stock, worth $122,280. This represents 0.03% of its overall portfolio holdings.

Number of Shares

537

Previous 536 0.19%

Holding current value

$122,280

Previous $108,000 2.78%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$201.32 - $217.44 $201 - $217	1 Added 0.19%	537 $111,000
Q3 2024 Nov 01, 2024	SELL	$175.46 - $203.3 $1,930 - $2,236	-11 Reduced 2.01%	536 $108,000
Q2 2024 Aug 23, 2024	SELL	$173.58 - $198.8 $5,728 - $6,560	-33 Reduced 5.69%	547 $106,000
Q1 2024 May 14, 2024	BUY	$152.32 - $189.2 $19,496 - $24,217	128 Added 28.32%	580 $108,000
Q4 2023 Feb 09, 2024	SELL	$135.38 - $157.63 $676 - $788	-5 Reduced 1.09%	452 $70,000
Q2 2023 Aug 11, 2023	BUY	$135.5 - $144.47 $2,574 - $2,744	19 Added 4.34%	457 $65,000
Q1 2023 May 15, 2023	SELL	$133.17 - $146.27 $13,316 - $14,627	-100 Reduced 18.59%	438 $60,000
Q4 2022 Feb 15, 2023	BUY	$134.21 - $152.76 $11,407 - $12,984	85 Added 18.76%	538 $78,000
Q1 2022 May 12, 2022	SELL	$150.07 - $182.21 $3,601 - $4,373	-24 Reduced 5.03%	453 $76,000
Q4 2021 Feb 14, 2022	SELL	$173.56 - $193.75 $36,100 - $40,300	-208 Reduced 30.36%	477 $87,000
Q3 2021 Nov 15, 2021	BUY	$167.02 - $183.38 $23,215 - $25,489	139 Added 25.46%	685 $120,000
Q2 2021 Aug 02, 2021	BUY	$159.69 - $175.61 $4,471 - $4,917	28 Added 5.41%	546 $96,000
Q1 2021 May 14, 2021	BUY	$150.0 - $178.04 $24,600 - $29,198	164 Added 46.33%	518 $83,000
Q3 2020 Nov 13, 2020	BUY	$132.78 - $156.38 $47,004 - $55,358	354 New	354 $53,000

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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Founders Financial Alliance, LLC Ishares Msci Usa Momentum Fact Transaction History