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

Arcadia Wealth Management, LLC

$203 Billion
Q1 2025

A detailed history of Arcadia Wealth Management, LLC transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Arcadia Wealth Management, LLC holds 1,219 shares of MTUM stock, worth $288,671. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,219

Previous 1,237 1.46%

Holding current value

$288,671

Previous $256 Million 3.76%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$196.12 - $229.48 $3,530 - $4,130	-18 Reduced 1.46%	1,219 $246 Million
Q4 2024 Jan 23, 2025	BUY	$201.32 - $217.44 $21,541 - $23,266	107 Added 9.47%	1,237 $256 Million
Q3 2024 Nov 07, 2024	BUY	$175.46 - $203.3 $198,269 - $229,729	1,130 New	1,130 $229 Million
Q1 2024 May 08, 2024	SELL	$152.32 - $189.2 $761 - $946	-5 Reduced 0.31%	1,603 $300 Million
Q4 2023 Jan 23, 2024	SELL	$135.38 - $157.63 $21,796 - $25,378	-161 Reduced 9.1%	1,608 $252 Million
Q3 2023 Nov 14, 2023	SELL	$138.94 - $147.4 $4,862 - $5,159	-35 Reduced 1.94%	1,769 $247 Million
Q2 2023 Aug 14, 2023	BUY	$135.5 - $144.47 $244,442 - $260,623	1,804 New	1,804 $260 Million
Q4 2022 Feb 07, 2023	BUY	$134.21 - $152.76 $236,880 - $269,621	1,765 New	1,765 $258 Million

Others Institutions Holding MTUM

# of Institutions

1,003

Shares Held

77.5M

Call Options Held

848K

Put Options Held

507K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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