Institute For Wealth Management, Llc. Ishares Msci Usa Momentum Fact Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,644 shares of MTUM stock, worth $795,958. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,644

Previous 3,632 0.33%

Holding current value

$795,958

Previous $736,000 2.45%

% of portfolio

0.1%

Previous 0.09%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$201.32 - $217.44 $2,415 - $2,609	12 Added 0.33%	3,644 $754,000
Q3 2024 Nov 12, 2024	BUY	$175.46 - $203.3 $175 - $203	1 Added 0.03%	3,632 $736,000
Q2 2024 Jul 25, 2024	SELL	$173.58 - $198.8 $347 - $397	-2 Reduced 0.06%	3,631 $707,000
Q4 2023 Jan 31, 2024	BUY	$135.38 - $157.63 $406 - $472	3 Added 0.08%	3,633 $569,000
Q2 2023 Jul 25, 2023	BUY	$135.5 - $144.47 $271 - $288	2 Added 0.06%	3,630 $523,000
Q1 2023 Apr 20, 2023	SELL	$133.17 - $146.27 $9,455 - $10,385	-71 Reduced 1.92%	3,628 $504,000
Q4 2022 Feb 02, 2023	SELL	$134.21 - $152.76 $5,099 - $5,804	-38 Reduced 1.02%	3,699 $539,000
Q3 2022 Oct 18, 2022	SELL	$131.18 - $147.67 $5,247 - $5,906	-40 Reduced 1.06%	3,737 $490,000
Q2 2022 Jul 25, 2022	BUY	$130.25 - $170.4 $130 - $170	1 Added 0.03%	3,777 $515,000
Q1 2022 Apr 29, 2022	BUY	$150.07 - $182.21 $300 - $364	2 Added 0.05%	3,776 $635,000
Q4 2021 Jan 21, 2022	SELL	$173.56 - $193.75 $46,687 - $52,118	-269 Reduced 6.65%	3,774 $686,000
Q3 2021 Nov 15, 2021	BUY	$167.02 - $183.38 $167 - $183	1 Added 0.02%	4,043 $710,000
Q1 2021 May 04, 2021	SELL	$150.0 - $178.04 $6,300 - $7,477	-42 Reduced 1.03%	4,042 $650,000
Q4 2020 Feb 01, 2021	BUY	$141.23 - $162.85 $44,628 - $51,460	316 Added 8.39%	4,084 $659,000
Q3 2020 Nov 03, 2020	BUY	$132.78 - $156.38 $59,219 - $69,745	446 Added 13.43%	3,768 $555,000
Q2 2020 Jul 30, 2020	SELL	$101.08 - $131.0 $21,125 - $27,379	-209 Reduced 5.92%	3,322 $435,000
Q1 2020 Apr 29, 2020	SELL	$90.36 - $137.08 $11,475 - $17,409	-127 Reduced 3.47%	3,531 $376,000
Q4 2019 Feb 27, 2020	BUY	$115.87 - $125.91 $370,668 - $402,786	3,199 Added 696.95%	3,658 $459,000
Q4 2019 Jan 27, 2020	SELL	$115.87 - $125.91 $369,509 - $401,526	-3,189 Reduced 87.42%	459 $459,000
Q3 2019 Oct 28, 2019	SELL	$115.63 - $123.04 $7,515 - $7,997	-65 Reduced 1.75%	3,648 $435,000
Q2 2019 Aug 02, 2019	SELL	$111.41 - $120.45 $557 - $602	-5 Reduced 0.13%	3,713 $440,000
Q1 2019 May 15, 2019	SELL	$96.81 - $112.18 $24,589 - $28,493	-254 Reduced 6.39%	3,718 $417,000
Q4 2018 Feb 08, 2019	BUY	$92.8 - $119.62 $368,601 - $475,130	3,972 New	3,972 $398,000

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

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Ishares Msci Usa Momentum Fact Transaction History