Lodestone Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 6,876 shares of MTUM stock, worth $1.38 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

6,876

Previous 6,893 0.25%

Holding current value

$1.38 Million

Previous $1.4 Billion 1.8%

% of portfolio

0.71%

Previous 0.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$201.32 - $217.44 $3,422 - $3,696	-17 Reduced 0.25%	6,876 $1.42 Billion
Q3 2024 Oct 29, 2024	BUY	$175.46 - $203.3 $289,509 - $335,445	1,650 Added 31.47%	6,893 $1.4 Billion
Q2 2024 Jul 16, 2024	BUY	$173.58 - $198.8 $25,689 - $29,422	148 Added 2.9%	5,243 $1.02 Billion
Q1 2024 Apr 30, 2024	BUY	$152.32 - $189.2 $33,510 - $41,624	220 Added 4.51%	5,095 $955 Million
Q4 2023 Jan 24, 2024	BUY	$135.38 - $157.63 $35,198 - $40,983	260 Added 5.63%	4,875 $765 Million
Q3 2023 Oct 20, 2023	BUY	$138.94 - $147.4 $197,850 - $209,897	1,424 Added 44.63%	4,615 $645 Million
Q2 2023 Jul 25, 2023	BUY	$135.5 - $144.47 $432,380 - $461,003	3,191 New	3,191 $460 Million

Others Institutions Holding MTUM

# of Institutions

964

Shares Held

67.2M

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

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History