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

Archvest Wealth Advisors, Inc.

$120 Million
Q1 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 15,925 shares of MTUM stock, worth $4.04 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares

15,925

Previous 13,824 15.2%

Holding current value

$4.04 Million

Previous $2.86 Million 12.52%

% of portfolio

2.68%

Previous 2.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,068

Shares Held

70.9M

Call Options Held

229K

Put Options Held

1.12M

View Full List

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
Sector ETFs
Industry ETFs

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