Merit Financial Group, LLC Ishares Msci Usa Momentum Fact Transaction History

Merit Financial Group, LLC

  • $5.49 Billion
  • Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Merit Financial Group, LLC holds 32,658 shares of MTUM stock, worth $7.44 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
32,658
Previous 5,933 450.45%
Holding current value
$7.44 Million
Previous $1.2 Million 462.15%
% of portfolio
0.12%
Previous 0.03%

Shares

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

Jan 15, 2025
BUY
$201.32 - $217.44 $5.38 Million - $5.81 Million
26,725 Added 450.45%
32,658 $6.76 Million
Q3 2024

Oct 17, 2024
SELL
$175.46 - $203.3 $273,893 - $317,351
-1,561 Reduced 20.83%
5,933 $1.2 Million
Q2 2024

Aug 13, 2024
SELL
$173.58 - $198.8 $198,922 - $227,824
-1,146 Reduced 13.26%
7,494 $1.46 Million
Q1 2024

May 06, 2024
SELL
$152.32 - $189.2 $422,231 - $524,462
-2,772 Reduced 24.29%
8,640 $1.62 Million
Q4 2023

Feb 06, 2024
SELL
$135.38 - $157.63 $343,323 - $399,749
-2,536 Reduced 18.18%
11,412 $1.79 Million
Q3 2023

Nov 07, 2023
SELL
$138.94 - $147.4 $1.5 Million - $1.59 Million
-10,770 Reduced 43.57%
13,948 $1.95 Million
Q2 2023

Aug 01, 2023
SELL
$135.5 - $144.47 $2.07 Million - $2.21 Million
-15,290 Reduced 38.22%
24,718 $3.57 Million
Q1 2023

Apr 24, 2023
SELL
$133.17 - $146.27 $4.28 Million - $4.7 Million
-32,150 Reduced 44.56%
40,008 $5.56 Million
Q4 2022

Jan 13, 2023
BUY
$134.21 - $152.76 $2.16 Million - $2.46 Million
16,086 Added 28.69%
72,158 $0
Q3 2022

Oct 31, 2022
BUY
$131.18 - $147.67 $6.14 Million - $6.91 Million
46,823 Added 506.25%
56,072 $7.36 Million
Q2 2022

Aug 08, 2022
BUY
$130.25 - $170.4 $565,806 - $740,217
4,344 Added 88.56%
9,249 $1.26 Million
Q1 2022

May 13, 2022
BUY
$150.07 - $182.21 $311,545 - $378,267
2,076 Added 73.38%
4,905 $825,000
Q3 2021

Oct 27, 2021
SELL
$167.02 - $183.38 $35,408 - $38,876
-212 Reduced 6.97%
2,829 $497,000
Q2 2021

Aug 16, 2021
BUY
$159.69 - $175.61 $49,024 - $53,912
307 Added 11.23%
3,041 $527,000
Q2 2020

Aug 13, 2020
SELL
$101.08 - $131.0 $297,377 - $385,402
-2,942 Reduced 51.83%
2,734 $358,000
Q1 2020

May 05, 2020
BUY
$90.36 - $137.08 $512,883 - $778,066
5,676 New
5,676 $604,000

Others Institutions Holding MTUM

# of Institutions
919
Shares Held
67.5M
Call Options Held
102K
Put Options Held
1.59M
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 Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, 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 Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email