Planned Solutions, Inc. Ishares Msci Usa Momentum Fact Transaction History

Planned Solutions, Inc.

  • $231 Million
  • Q1 2025

A detailed history of Planned Solutions, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Planned Solutions, Inc. holds 5,445 shares of MTUM stock, worth $1.06 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
5,445
Previous 5,354 1.7%
Holding current value
$1.06 Million
Previous $1.11 Million 1.26%
% of portfolio
0.47%
Previous 0.48%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$196.12 - $229.48 $17,846 - $20,882
91 Added 1.7%
5,445 $1.09 Million
Q4 2024

Jan 16, 2025
BUY
$201.32 - $217.44 $201 - $217
1 Added 0.02%
5,354 $1.11 Million
Q3 2024

Oct 08, 2024
BUY
$175.46 - $203.3 $175 - $203
1 Added 0.02%
5,353 $1.09 Million
Q1 2024

Apr 26, 2024
BUY
$152.32 - $189.2 $152 - $189
1 Added 0.02%
5,352 $1 Million
Q4 2023

Jan 17, 2024
SELL
$135.38 - $157.63 $173,151 - $201,608
-1,279 Reduced 19.29%
5,351 $839,000
Q3 2023

Feb 06, 2024
BUY
$138.94 - $147.4 $177,704 - $188,524
1,279 Added 23.9%
6,630 $926,000
Q2 2023

Jul 11, 2023
SELL
$135.5 - $144.47 $40,379 - $43,052
-298 Reduced 4.3%
6,630 $956,000
Q1 2023

Apr 12, 2023
SELL
$133.17 - $146.27 $231,316 - $254,070
-1,737 Reduced 20.05%
6,928 $963,000
Q4 2022

Jan 25, 2023
SELL
$134.21 - $152.76 $23,218 - $26,427
-173 Reduced 1.96%
8,665 $0
Q2 2022

Jul 14, 2022
BUY
$130.25 - $170.4 $260 - $340
2 Added 0.02%
8,838 $1.21 Million
Q1 2022

Apr 08, 2022
SELL
$150.07 - $182.21 $12.7 Million - $15.4 Million
-84,786 Reduced 90.56%
8,836 $1.49 Million
Q4 2021

Feb 03, 2022
BUY
$173.56 - $193.75 $469,132 - $523,706
2,703 Added 2.97%
93,622 $17 Million
Q2 2021

Jul 21, 2021
BUY
$159.69 - $175.61 $194,662 - $214,068
1,219 Added 1.36%
90,919 $15.8 Million
Q1 2021

Apr 29, 2021
SELL
$150.0 - $178.04 $593,400 - $704,326
-3,956 Reduced 4.22%
89,700 $14.4 Million
Q4 2020

Jan 29, 2021
BUY
$141.23 - $162.85 $814,614 - $939,318
5,768 Added 6.56%
93,656 $15.1 Million
Q3 2020

Nov 06, 2020
BUY
$132.78 - $156.38 $11.7 Million - $13.7 Million
87,888 New
87,888 $13 Million

Others Institutions Holding MTUM

# of Institutions
961
Shares Held
67.2M
Call Options Held
203K
Put Options Held
3.11M
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
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