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

Arcadia Wealth Management, LLC

$198 Billion
Q4 2024

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 1,237 shares of MTUM stock, worth $270,197. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,237

Previous 1,130 9.47%

Holding current value

$270,197

Previous $229 Million 11.68%

% of portfolio

0.13%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

944

Shares Held

67.7M

Call Options Held

203K

Put Options Held

3.11M

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