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 1,130 shares of MTUM stock, worth $236,509. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,130
Holding current value
$236,509
% of portfolio
0.12%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES MSCI USA MOMENTUM FACT


  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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