Independent Advisor Alliance Ishares Msci Usa Momentum Fact Transaction History

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024

A detailed history of Independent Advisor Alliance transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Independent Advisor Alliance holds 8,750 shares of MTUM stock, worth $1.97 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,750
Holding current value
$1.97 Million
% of portfolio
0.02%

Shares

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

Feb 07, 2025
BUY
$201.32 - $217.44 $1.76 Million - $1.9 Million
8,750 New
8,750 $1.81 Million
Q4 2022

Feb 13, 2023
SELL
$134.21 - $152.76 $9,931 - $11,304
-74 Reduced 4.21%
1,684 $245,000
Q2 2022

Aug 04, 2022
BUY
$130.25 - $170.4 $37,512 - $49,075
288 Added 19.59%
1,758 $240,000
Q3 2021

Nov 01, 2021
BUY
$167.02 - $183.38 $245,519 - $269,568
1,470 New
1,470 $258,000
Q3 2020

Nov 04, 2020
SELL
$132.78 - $156.38 $291,584 - $343,410
-2,196 Closed
0 $0
Q2 2020

Aug 06, 2020
SELL
$101.08 - $131.0 $19,407 - $25,152
-192 Reduced 8.04%
2,196 $313,000
Q1 2020

May 14, 2020
SELL
$90.36 - $137.08 $1.58 Million - $2.4 Million
-17,498 Reduced 87.99%
2,388 $254,000
Q4 2019

Feb 07, 2020
BUY
$115.87 - $125.91 $2.3 Million - $2.5 Million
19,886 New
19,886 $2.5 Million
Q1 2019

May 07, 2019
SELL
$96.81 - $112.18 $233,602 - $270,690
-2,413 Closed
0 $0
Q4 2018

Feb 12, 2019
BUY
$92.8 - $119.62 $223,926 - $288,643
2,413 New
2,413 $258,000

Others Institutions Holding MTUM

# of Institutions
892
Shares Held
60M
Call Options Held
95.2K
Put Options Held
910K
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 Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance 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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email