A detailed history of James J. Burns & Company, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, James J. Burns & Company, LLC holds 1,913 shares of MTUM stock, worth $394,556. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,913
Holding current value
$394,556
% of portfolio
0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$173.58 - $198.8 $332,058 - $380,304
1,913 New
1,913 $372,000
Q4 2023

Feb 13, 2024

SELL
$135.38 - $157.63 $5,550 - $6,462
-41 Reduced 2.03%
1,983 $311,000
Q2 2023

Jul 27, 2023

BUY
$135.5 - $144.47 $677 - $722
5 Added 0.25%
2,024 $292,000
Q1 2023

Apr 24, 2023

BUY
$133.17 - $146.27 $268,870 - $295,319
2,019 New
2,019 $280,000

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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