Meredith Wealth Planning IMTM Holdings History
Meredith Wealth Planning's iShares MSCI Intl Momentum Factor ET Holding Summary
As of 2025-06-30, Meredith Wealth Planning held 237,925.00 shares of iShares MSCI Intl Momentum Factor ET(IMTM), totaling $10.87 Mil. This investment constitutes 3.95% of their stock portfolio, and Meredith Wealth Planning now holds 0.35% of the outstanding iShares MSCI Intl Momentum Factor ET(IMTM) stock.
The initial trade took place in 2022Q4. And since then Meredith Wealth Planning has made 6 purchases of IMTM, at an average price of $30.19, for a total of 319,751.00 shares. In addition, there have been 5 sales at an average price of $32.83 for 81,826.00 shares. Based on historical transaction data and IMTM's current price of $45.09, Meredith Wealth Planning's estimated gain on his IMTM holdings is $3.76 Mil, reflecting a 38.96% gain to date.
Meredith Wealth Planning IMTM ($45.09) Holding Chart
Meredith Wealth Planning IMTM ($45.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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