Modera Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Modera Wealth Management, LLC

  • $8.14 Billion
  • Q4 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Modera Wealth Management, LLC holds 7,034 shares of MTUM stock, worth $1.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,034
Previous 7,032 0.03%
Holding current value
$1.6 Million
Previous $1.43 Million 2.11%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 05, 2025
BUY
$201.32 - $217.44 $402 - $434
2 Added 0.03%
7,034 $1.46 Million
Q2 2024

Jul 29, 2024
BUY
$173.58 - $198.8 $533,237 - $610,713
3,072 Added 77.58%
7,032 $1.37 Million
Q1 2024

May 14, 2024
BUY
$152.32 - $189.2 $21,934 - $27,244
144 Added 3.77%
3,960 $741,000
Q3 2023

Nov 30, 2023
SELL
$138.94 - $147.4 $64,190 - $68,098
-462 Reduced 10.8%
3,816 $533,000
Q3 2023

Nov 01, 2023
BUY
$138.94 - $147.4 $64,190 - $68,098
462 Added 12.11%
4,278 $597,000
Q4 2022

Feb 07, 2023
BUY
$134.21 - $152.76 $512,145 - $582,932
3,816 New
3,816 $556,000

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
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