Tower Wealth Partners, Inc. Ishares Msci Usa Momentum Fact Transaction History

Tower Wealth Partners, Inc.

$171 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$130.25 - $170.4 $8.63 Million - $11.3 Million	-66,241 Closed	0 $0
Q1 2022 Apr 15, 2022	BUY	$150.07 - $182.21 $271,176 - $329,253	1,807 Added 2.8%	66,241 $11.1 Million
Q4 2021 Feb 11, 2022	SELL	$173.56 - $193.75 $119,929 - $133,881	-691 Reduced 1.06%	64,434 $11.7 Million
Q3 2021 Nov 15, 2021	BUY	$167.02 - $183.38 $154,994 - $170,176	928 Added 1.45%	65,125 $11.4 Million
Q2 2021 Aug 12, 2021	BUY	$159.69 - $175.61 $448,090 - $492,761	2,806 Added 4.57%	64,197 $11.1 Million
Q1 2021 May 17, 2021	BUY	$150.0 - $178.04 $2,400 - $2,848	16 Added 0.03%	61,391 $9.88 Million
Q4 2020 Apr 09, 2021	BUY	$141.23 - $162.85 $8.67 Million - $9.99 Million	61,375 New	61,375 $9.9 Million

Others Institutions Holding MTUM

# of Institutions

753

Shares Held

50.7M

Call Options Held

132K

Put Options Held

911K

About ISHARES MSCI USA MOMENTUM FACT

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