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

Arcadia Wealth Management, LLC

  • $252 Billion
  • Q3 2025

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 1,293 shares of MTUM stock, worth $318,168. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,293
Previous 1,132 14.22%
Holding current value
$318,168
Previous $272 Million 21.91%
% of portfolio
0.13%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$236.25 - $257.69 $38,036 - $41,488
161 Added 14.22%
1,293 $332 Million
Q2 2025

Jul 18, 2025
SELL
$180.84 - $240.32 $15,733 - $20,907
-87 Reduced 7.14%
1,132 $272 Million
Q1 2025

May 05, 2025
SELL
$196.12 - $229.48 $3,530 - $4,130
-18 Reduced 1.46%
1,219 $246 Million
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
1,109
Shares Held
65.7M
Call Options Held
456K
Put Options Held
930K
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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