Hbw Advisory Services LLC Ishares Msci Usa Momentum Fact Transaction History

Hbw Advisory Services LLC

  • $649 Million
  • Q4 2024

A detailed history of Hbw Advisory Services LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Hbw Advisory Services LLC holds 2,213 shares of MTUM stock, worth $457,869. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,213
Previous 2,273 2.64%
Holding current value
$457,869
Previous $460,000 0.65%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 10, 2025
SELL
$201.32 - $217.44 $12,079 - $13,046
-60 Reduced 2.64%
2,213 $457,000
Q3 2024

Oct 04, 2024
SELL
$175.46 - $203.3 $331,443 - $384,033
-1,889 Reduced 45.39%
2,273 $460,000
Q2 2024

Jul 05, 2024
BUY
$173.58 - $198.8 $326,851 - $374,340
1,883 Added 82.62%
4,162 $811,000
Q4 2023

Jan 16, 2024
BUY
$135.38 - $157.63 $1,489 - $1,733
11 Added 0.49%
2,279 $357,000
Q3 2023

Oct 11, 2023
SELL
$138.94 - $147.4 $5,835 - $6,190
-42 Reduced 1.82%
2,268 $317,000
Q2 2023

Jul 05, 2023
BUY
$135.5 - $144.47 $12,601 - $13,435
93 Added 4.19%
2,310 $333,000
Q1 2023

Apr 07, 2023
BUY
$133.17 - $146.27 $11,585 - $12,725
87 Added 4.08%
2,217 $308,000
Q3 2022

Oct 05, 2022
BUY
$131.18 - $147.67 $11,412 - $12,847
87 Added 4.26%
2,130 $279,000
Q2 2022

Jul 13, 2022
SELL
$130.25 - $170.4 $128,426 - $168,014
-986 Reduced 32.55%
2,043 $279,000
Q1 2022

Apr 18, 2022
SELL
$150.07 - $182.21 $76,685 - $93,109
-511 Reduced 14.44%
3,029 $510,000
Q4 2021

Jan 11, 2022
SELL
$173.56 - $193.75 $2.05 Million - $2.29 Million
-11,801 Reduced 76.92%
3,540 $644,000
Q3 2021

Oct 08, 2021
BUY
$167.02 - $183.38 $1.99 Million - $2.18 Million
11,910 Added 347.13%
15,341 $2.69 Million
Q2 2021

Jul 15, 2021
SELL
$159.69 - $175.61 $37,207 - $40,917
-233 Reduced 6.36%
3,431 $595,000
Q1 2021

Apr 13, 2021
BUY
$150.0 - $178.04 $308,700 - $366,406
2,058 Added 128.14%
3,664 $589,000
Q4 2020

Jan 12, 2021
SELL
$141.23 - $162.85 $3,248 - $3,745
-23 Reduced 1.41%
1,606 $259,000
Q3 2020

Oct 14, 2020
SELL
$132.78 - $156.38 $4,514 - $5,316
-34 Reduced 2.04%
1,629 $240,000
Q2 2020

Jul 08, 2020
BUY
$101.08 - $131.0 $168,096 - $217,853
1,663 New
1,663 $218,000

Others Institutions Holding MTUM

# of Institutions
777
Shares Held
48.7M
Call Options Held
266K
Put Options Held
778K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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