Arkadios Wealth Advisors Ishares Msci Usa Momentum Fact Transaction History

Arkadios Wealth Advisors

  • $1.64 Billion
  • Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Arkadios Wealth Advisors holds 2,203 shares of MTUM stock, worth $476,993. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,203
Previous 1,887 16.75%
Holding current value
$476,993
Previous $367,000 21.53%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$175.46 - $203.3 $55,445 - $64,242
316 Added 16.75%
2,203 $446,000
Q2 2024

Jul 29, 2024
BUY
$173.58 - $198.8 $45,130 - $51,688
260 Added 15.98%
1,887 $367,000
Q1 2024

Apr 30, 2024
BUY
$152.32 - $189.2 $18,278 - $22,704
120 Added 7.96%
1,627 $304,000
Q4 2023

Jan 24, 2024
BUY
$135.38 - $157.63 $1,624 - $1,891
12 Added 0.8%
1,507 $236,000
Q3 2023

Oct 13, 2023
SELL
$138.94 - $147.4 $1,111 - $1,179
-8 Reduced 0.53%
1,495 $208,000
Q2 2023

Jul 26, 2023
BUY
$135.5 - $144.47 $203,656 - $217,138
1,503 New
1,503 $216,000
Q3 2022

Oct 21, 2022
BUY
$131.18 - $147.67 $269,574 - $303,461
2,055 New
2,055 $270,000
Q2 2022

Jul 14, 2022
SELL
$130.25 - $170.4 $275,348 - $360,225
-2,114 Closed
0 $0
Q1 2022

May 02, 2022
BUY
$150.07 - $182.21 $5,702 - $6,923
38 Added 1.83%
2,114 $356,000
Q4 2021

Feb 03, 2022
BUY
$173.56 - $193.75 $36,274 - $40,493
209 Added 11.19%
2,076 $378,000
Q3 2021

Oct 19, 2021
SELL
$167.02 - $183.38 $10,021 - $11,002
-60 Reduced 3.11%
1,867 $327,000
Q2 2021

Jul 28, 2021
BUY
$159.69 - $175.61 $188,114 - $206,868
1,178 Added 157.28%
1,927 $334,000
Q1 2021

Apr 26, 2021
BUY
$150.0 - $178.04 $81,150 - $96,319
541 Added 260.1%
749 $120,000
Q4 2020

Feb 09, 2021
BUY
$141.23 - $162.85 $29,375 - $33,872
208 New
208 $33,000

Others Institutions Holding MTUM

# of Institutions
773
Shares Held
48.7M
Call Options Held
266K
Put Options Held
778K
View Full List

About ISHARES MSCI USA MOMENTUM FACT

MTUM Quotes by TradingView
  • Ticker MTUM
  • Sector ETFs
  • Industry ETFs
More about MTUM
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