Sugarloaf Wealth Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,597 shares of MTUM stock, worth $320,773. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,597
Previous 1,517 5.27%
Holding current value
$320,773
Previous $307,000 7.49%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Jan 10, 2025
BUY
$201.32 - $217.44 $16,105 - $17,395
80 Added 5.27%
1,597 $330,000
Q3 2024

Oct 08, 2024
SELL
$175.46 - $203.3 $4,386 - $5,082
-25 Reduced 1.62%
1,517 $307,000
Q4 2023

Jan 10, 2024
BUY
$135.38 - $157.63 $270 - $315
2 Added 0.13%
1,542 $241,000
Q2 2023

Jul 13, 2023
BUY
$135.5 - $144.47 $135 - $144
1 Added 0.06%
1,540 $222,000
Q1 2023

Apr 26, 2023
BUY
$133.17 - $146.27 $266 - $292
2 Added 0.13%
1,539 $213,000
Q4 2022

Feb 03, 2023
BUY
$134.21 - $152.76 $134 - $152
1 Added 0.07%
1,537 $224,000
Q3 2022

Oct 11, 2022
BUY
$131.18 - $147.67 $262 - $295
2 Added 0.13%
1,536 $202,000
Q2 2022

Jul 12, 2022
BUY
$130.25 - $170.4 $130 - $170
1 Added 0.07%
1,534 $209,000
Q4 2021

Jan 20, 2022
SELL
$173.56 - $193.75 $65,432 - $73,043
-377 Reduced 19.74%
1,533 $279,000
Q3 2021

Oct 20, 2021
SELL
$167.02 - $183.38 $334 - $366
-2 Reduced 0.1%
1,910 $335,000
Q2 2021

Jul 20, 2021
BUY
$159.69 - $175.61 $236,181 - $259,727
1,479 Added 341.57%
1,912 $332,000
Q1 2021

Apr 19, 2021
SELL
$150.0 - $178.04 $326,100 - $387,058
-2,174 Reduced 83.39%
433 $364,000
Q4 2020

Feb 03, 2021
SELL
$141.23 - $162.85 $40,109 - $46,249
-284 Reduced 9.82%
2,607 $420,000
Q3 2020

Nov 03, 2020
SELL
$132.78 - $156.38 $51,784 - $60,988
-390 Reduced 11.89%
2,891 $426,000
Q2 2020

Jul 21, 2020
SELL
$101.08 - $131.0 $163,749 - $212,220
-1,620 Reduced 33.05%
3,281 $430,000
Q1 2020

Apr 15, 2020
SELL
$90.36 - $137.08 $320,958 - $486,908
-3,552 Reduced 42.02%
4,901 $522,000
Q4 2019

Jan 29, 2020
BUY
$115.87 - $125.91 $979,449 - $1.06 Million
8,453 New
8,453 $1.06 Million

Others Institutions Holding MTUM

# of Institutions
954
Shares Held
67.8M
Call Options Held
203K
Put Options Held
3.11M
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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