A detailed history of Sculati Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 1,126 shares of MTUM stock, worth $230,537. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,126
Previous 1,270 11.34%
Holding current value
$230,537
Previous $237,000 7.59%
% of portfolio
0.09%
Previous 0.1%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$173.58 - $198.8 $24,995 - $28,627
-144 Reduced 11.34%
1,126 $219,000
Q1 2024

May 14, 2024

SELL
$152.32 - $189.2 $1,675 - $2,081
-11 Reduced 0.86%
1,270 $237,000
Q4 2023

Feb 12, 2024

BUY
$135.38 - $157.63 $173,421 - $201,924
1,281 New
1,281 $200,000
Q4 2022

Feb 10, 2023

SELL
$134.21 - $152.76 $268 - $305
-2 Reduced 0.11%
1,895 $277,000
Q2 2022

Aug 09, 2022

SELL
$130.25 - $170.4 $56,007 - $73,272
-430 Reduced 18.48%
1,897 $259,000
Q1 2022

May 10, 2022

BUY
$150.07 - $182.21 $13,506 - $16,398
90 Added 4.02%
2,327 $392,000
Q4 2021

Feb 07, 2022

BUY
$173.56 - $193.75 $32,802 - $36,618
189 Added 9.23%
2,237 $407,000
Q3 2021

Nov 02, 2021

BUY
$167.02 - $183.38 $13,528 - $14,853
81 Added 4.12%
2,048 $360,000
Q2 2021

Aug 13, 2021

BUY
$159.69 - $175.61 $1,756 - $1,931
11 Added 0.56%
1,967 $341,000
Q3 2020

Nov 13, 2020

BUY
$132.78 - $156.38 $531 - $625
4 Added 0.2%
1,956 $288,000
Q1 2020

May 22, 2020

BUY
$90.36 - $137.08 $18,072 - $27,416
200 Added 11.42%
1,952 $208,000
Q4 2019

Feb 13, 2020

BUY
$115.87 - $125.91 $203,004 - $220,594
1,752 New
1,752 $220,000

Others Institutions Holding MTUM

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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