A detailed history of Janiczek Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 921 shares of MTUM stock, worth $195,832. This represents 0.04% of its overall portfolio holdings.

Number of Shares
921
Previous 932 1.18%
Holding current value
$195,832
Previous $174,000 2.87%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 25, 2024

SELL
$173.58 - $198.8 $1,909 - $2,186
-11 Reduced 1.18%
921 $179,000
Q4 2022

Jan 20, 2023

SELL
$134.21 - $152.76 $1,610 - $1,833
-12 Reduced 1.27%
932 $0
Q3 2022

Oct 17, 2022

BUY
$131.18 - $147.67 $1,574 - $1,772
12 Added 1.29%
944 $127,000
Q4 2021

Feb 02, 2022

BUY
$173.56 - $193.75 $38,009 - $42,431
219 Added 30.72%
932 $169,000
Q1 2021

Apr 28, 2021

SELL
$150.0 - $178.04 $11.7 Million - $13.9 Million
-78,075 Reduced 99.1%
713 $115,000
Q4 2020

Jan 26, 2021

BUY
$141.23 - $162.85 $104,086 - $120,020
737 Added 0.94%
78,788 $12.7 Million
Q3 2020

Oct 19, 2020

BUY
$132.78 - $156.38 $8,232 - $9,695
62 Added 0.08%
78,051 $11.5 Million
Q2 2020

Jul 17, 2020

BUY
$101.08 - $131.0 $435,755 - $564,741
4,311 Added 5.85%
77,989 $10.2 Million
Q1 2020

Apr 20, 2020

BUY
$90.36 - $137.08 $6.64 Million - $10.1 Million
73,538 Added 52527.14%
73,678 $7.85 Million
Q2 2018

Jul 25, 2018

BUY
$102.58 - $114.35 $14,361 - $16,009
140 New
140 $15,000

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
Track This Portfolio

Track Janiczek Wealth Management, LLC Portfolio

Follow Janiczek Wealth Management, 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 Janiczek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Janiczek Wealth Management, LLC with notifications on news.