Steel Peak Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History

Steel Peak Wealth Management LLC

$2.41 Billion
Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 26,263 shares of MTUM stock, worth $5.44 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

26,263

Holding current value

$5.44 Million

% of portfolio

0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$201.32 - $217.44 $5.29 Million - $5.71 Million	26,263 New	26,263 $5.43 Million
Q4 2022 Jan 25, 2023	BUY	$134.21 - $152.76 $3.41 Million - $3.88 Million	25,384 New	25,384 $0
Q3 2021 Nov 15, 2021	SELL	$167.02 - $183.38 $3.88 Million - $4.25 Million	-23,203 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$159.69 - $175.61 $2.06 Million - $2.26 Million	-12,896 Reduced 35.72%	23,203 $4.02 Million
Q1 2021 May 18, 2021	BUY	$150.0 - $178.04 $5.41 Million - $6.43 Million	36,099 New	36,099 $5.81 Million
Q1 2020 Apr 16, 2020	SELL	$90.36 - $137.08 $175,750 - $266,620	-1,945 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$115.87 - $125.91 $225,367 - $244,894	1,945 New	1,945 $244,000

Others Institutions Holding MTUM

# of Institutions

950

Shares Held

67.9M

Call Options Held

203K

Put Options Held

3.11M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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Steel Peak Wealth Management LLC Ishares Msci Usa Momentum Fact Transaction History