Mount Yale Investment Advisors, LLC Ishares Msci Usa Momentum Fact Transaction History

Mount Yale Investment Advisors, LLC

  • $1.2 Billion
  • Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,792 shares of MTUM stock, worth $1.29 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,792
Holding current value
$1.29 Million
% of portfolio
0.1%

Shares

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

Jan 22, 2025
BUY
$201.32 - $217.44 $1.17 Million - $1.26 Million
5,792 New
5,792 $1.2 Million
Q4 2022

Feb 13, 2023
BUY
$134.21 - $152.76 $882,430 - $1 Million
6,575 New
6,575 $959,000
Q3 2021

Nov 02, 2021
SELL
$167.02 - $183.38 $784,492 - $861,335
-4,697 Closed
0 $0
Q2 2021

Aug 04, 2021
BUY
$159.69 - $175.61 $1,117 - $1,229
7 Added 0.15%
4,697 $815,000
Q1 2021

May 04, 2021
BUY
$150.0 - $178.04 $703,500 - $835,007
4,690 New
4,690 $754,000

Others Institutions Holding MTUM

# of Institutions
814
Shares Held
50.2M
Call Options Held
266K
Put Options Held
778K
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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