Hb Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Hb Wealth Management, LLC holds 5,165 shares of MTUM stock, worth $1.13 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,165
Previous 5,648 8.55%
Holding current value
$1.13 Million
Previous $1.15 Million 6.72%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 15, 2025
SELL
$201.32 - $217.44 $97,237 - $105,023
-483 Reduced 8.55%
5,165 $1.07 Million
Q3 2024

Oct 15, 2024
SELL
$175.46 - $203.3 $19,300 - $22,363
-110 Reduced 1.91%
5,648 $1.15 Million
Q2 2024

Jul 26, 2024
SELL
$173.58 - $198.8 $16,663 - $19,084
-96 Reduced 1.64%
5,758 $1.12 Million
Q1 2024

Apr 30, 2024
BUY
$152.32 - $189.2 $4,264 - $5,297
28 Added 0.48%
5,854 $1.1 Million
Q4 2023

Jan 16, 2024
BUY
$135.38 - $157.63 $6,769 - $7,881
50 Added 0.87%
5,826 $914,000
Q3 2023

Oct 13, 2023
SELL
$138.94 - $147.4 $8,475 - $8,991
-61 Reduced 1.05%
5,776 $806,000
Q2 2023

Jul 13, 2023
SELL
$135.5 - $144.47 $112,194 - $119,621
-828 Reduced 12.42%
5,837 $841,000
Q1 2023

Apr 13, 2023
BUY
$133.17 - $146.27 $89,490 - $98,293
672 Added 11.21%
6,665 $926,000
Q4 2022

Jan 20, 2023
SELL
$134.21 - $152.76 $33,955 - $38,648
-253 Reduced 4.05%
5,993 $0
Q3 2022

Oct 19, 2022
SELL
$131.18 - $147.67 $47,618 - $53,604
-363 Reduced 5.49%
6,246 $819,000
Q2 2022

Jul 15, 2022
SELL
$130.25 - $170.4 $7,815 - $10,224
-60 Reduced 0.9%
6,609 $901,000
Q1 2022

May 16, 2022
BUY
$150.07 - $182.21 $15,457 - $18,767
103 Added 1.57%
6,669 $1.12 Million
Q4 2021

Feb 15, 2022
BUY
$173.56 - $193.75 $1.14 Million - $1.27 Million
6,566 New
6,566 $1.19 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
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More about MTUM
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