Regal Investment Advisors LLC Ishares Msci Usa Momentum Fact Transaction History

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Regal Investment Advisors LLC holds 3,330 shares of MTUM stock, worth $733,832. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,330
Previous 2,652 25.57%
Holding current value
$733,832
Previous $516,000 30.81%
% of portfolio
0.05%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$175.46 - $203.3 $118,961 - $137,837
678 Added 25.57%
3,330 $675,000
Q2 2024

Aug 14, 2024
BUY
$173.58 - $198.8 $14,754 - $16,898
85 Added 3.31%
2,652 $516,000
Q1 2024

May 15, 2024
BUY
$152.32 - $189.2 $31,834 - $39,542
209 Added 8.86%
2,567 $480,000
Q4 2023

Feb 14, 2024
BUY
$135.38 - $157.63 $99,775 - $116,173
737 Added 45.47%
2,358 $369,000
Q3 2023

Nov 13, 2023
SELL
$138.94 - $147.4 $16,811 - $17,835
-121 Reduced 6.95%
1,621 $226,000
Q2 2023

Aug 11, 2023
SELL
$135.5 - $144.47 $59,484 - $63,422
-439 Reduced 20.13%
1,742 $251,000
Q1 2023

May 11, 2023
SELL
$133.17 - $146.27 $1.1 Million - $1.21 Million
-8,271 Reduced 79.13%
2,181 $303,000
Q4 2022

Mar 01, 2023
BUY
$134.21 - $152.76 $1.13 Million - $1.28 Million
8,385 Added 405.66%
10,452 $1.53 Million
Q3 2022

Nov 15, 2022
SELL
$131.18 - $147.67 $21,513 - $24,217
-164 Reduced 7.35%
2,067 $271,000
Q2 2022

Aug 09, 2022
SELL
$130.25 - $170.4 $15,499 - $20,277
-119 Reduced 5.06%
2,231 $304,000
Q1 2022

May 09, 2022
SELL
$150.07 - $182.21 $22,360 - $27,149
-149 Reduced 5.96%
2,350 $396,000
Q4 2021

Feb 10, 2022
BUY
$173.56 - $193.75 $13,711 - $15,306
79 Added 3.26%
2,499 $454,000
Q3 2021

Nov 05, 2021
SELL
$167.02 - $183.38 $967,212 - $1.06 Million
-5,791 Reduced 70.53%
2,420 $425,000
Q2 2021

Aug 09, 2021
BUY
$159.69 - $175.61 $1.31 Million - $1.44 Million
8,211 New
8,211 $1.42 Million
Q1 2021

May 12, 2021
SELL
$150.0 - $178.04 $267,600 - $317,623
-1,784 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$141.23 - $162.85 $251,954 - $290,524
1,784 New
1,784 $288,000

Others Institutions Holding MTUM

# of Institutions
850
Shares Held
51.4M
Call Options Held
265K
Put Options Held
780K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

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