Householder Group Estate & Retirement Specialist, LLC Ishares Msci Usa Momentum Fact Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 1,084 shares of MTUM stock, worth $217,157. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,084
Previous 1,025 5.76%
Holding current value
$217,157
Previous $207,000 8.21%
% of portfolio
0.17%
Previous 0.06%

Shares

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

Jan 15, 2025
BUY
$201.32 - $217.44 $11,877 - $12,828
59 Added 5.76%
1,084 $224,000
Q3 2024

Oct 18, 2024
SELL
$175.46 - $203.3 $75,623 - $87,622
-431 Reduced 29.6%
1,025 $207,000
Q2 2024

Jul 17, 2024
SELL
$173.58 - $198.8 $31,070 - $35,585
-179 Reduced 10.95%
1,456 $283,000
Q1 2024

May 03, 2024
BUY
$152.32 - $189.2 $24,371 - $30,272
160 Added 10.85%
1,635 $306,000
Q4 2023

Jan 23, 2024
SELL
$135.38 - $157.63 $243,819 - $283,891
-1,801 Reduced 54.98%
1,475 $231,000
Q3 2023

Oct 10, 2023
BUY
$138.94 - $147.4 $455,028 - $482,735
3,275 Added 327500.0%
3,276 $457,000
Q1 2023

Apr 13, 2023
BUY
$133.17 - $146.27 $133 - $146
1 New
1 $0
Q3 2022

Oct 11, 2022
BUY
$131.18 - $147.67 $13,905 - $15,653
106 New
106 $13,000

Others Institutions Holding MTUM

# of Institutions
963
Shares Held
67.2M
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 Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, 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 Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email