Archvest Wealth Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History

Archvest Wealth Advisors, Inc.

$110 Million
Q3 2025

A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 17,824 shares of MTUM stock, worth $4.39 Million. This represents 4.16% of its overall portfolio holdings.

Number of Shares

17,824

Previous 15,925 11.92%

Holding current value

$4.39 Million

Previous $3.22 Million 42.01%

% of portfolio

4.16%

Previous 2.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$236.25 - $257.69 $448,638 - $489,353	1,899 Added 11.92%	17,824 $4.57 Million
Q1 2025 May 02, 2025	BUY	$196.12 - $229.48 $412,048 - $482,137	2,101 Added 15.2%	15,925 $3.22 Million
Q4 2024 Jan 28, 2025	BUY	$201.32 - $217.44 $719,115 - $776,695	3,572 Added 34.84%	13,824 $2.86 Million
Q3 2024 Nov 04, 2024	BUY	$175.46 - $203.3 $349,516 - $404,973	1,992 Added 24.12%	10,252 $2.08 Million
Q2 2024 Aug 12, 2024	BUY	$173.58 - $198.8 $750,907 - $860,008	4,326 Added 109.96%	8,260 $1.61 Million

Q1 2024 Apr 29, 2024	BUY	$152.32 - $189.2 $599,226 - $744,312	3,934 New	3,934 $737,000

Others Institutions Holding MTUM

# of Institutions

1,109

Shares Held

65.9M

Call Options Held

456K

Put Options Held

930K

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

More about MTUM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Archvest Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Archvest Wealth Advisors, Inc. with notifications on news.

Account

Archvest Wealth Advisors, Inc. Ishares Msci Usa Momentum Fact Transaction History