Atria Wealth Solutions, Inc. Ishares Msci Usa Momentum Fact Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 54,097 shares of MTUM stock, worth $13.3 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

54,097

Previous 88,045 38.56%

Holding current value

$13.3 Million

Previous $17.8 Million 26.95%

% of portfolio

0.31%

Previous 0.23%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$180.84 - $240.32 $6.14 Million - $8.16 Million	-33,948 Reduced 38.56%	54,097 $13 Million
Q1 2025 May 09, 2025	SELL	$196.12 - $229.48 $1.2 Million - $1.4 Million	-6,097 Reduced 6.48%	88,045 $17.8 Million
Q4 2024 Jan 31, 2025	BUY	$201.32 - $217.44 $12.6 Million - $13.7 Million	62,812 Added 200.49%	94,142 $19.5 Million
Q3 2024 Nov 08, 2024	SELL	$175.46 - $203.3 $666,923 - $772,743	-3,801 Reduced 10.82%	31,330 $6.35 Million
Q2 2024 Jul 22, 2024	SELL	$173.58 - $198.8 $1.61 Million - $1.85 Million	-9,282 Reduced 20.9%	35,131 $6.85 Million

Q1 2024 May 13, 2024	BUY	$152.32 - $189.2 $2.29 Million - $2.84 Million	15,027 Added 51.14%	44,413 $8.32 Million
Q4 2023 Feb 02, 2024	SELL	$135.38 - $157.63 $42,373 - $49,338	-313 Reduced 1.05%	29,386 $4.61 Million
Q3 2023 Nov 08, 2023	SELL	$138.94 - $147.4 $406,121 - $430,850	-2,923 Reduced 8.96%	29,699 $4.15 Million
Q2 2023 Aug 03, 2023	SELL	$135.5 - $144.47 $8.73 Million - $9.31 Million	-64,422 Reduced 66.38%	32,622 $4.71 Million
Q1 2023 Aug 22, 2023	BUY	$133.17 - $146.27 $658,392 - $723,158	4,944 Added 15.16%	37,566 $5.22 Million
Q1 2023 Jun 14, 2023	BUY	$133.17 - $146.27 $7.92 Million - $8.7 Million	59,478 Added 158.33%	97,044 $13.5 Million
Q1 2023 May 10, 2023	SELL	$133.17 - $146.27 $7.93 Million - $8.7 Million	-59,513 Reduced 61.3%	37,566 $5.22 Million
Q4 2022 Aug 30, 2023	BUY	$134.21 - $152.76 $8.65 Million - $9.84 Million	64,422 Added 197.48%	97,044 $14.2 Million
Q4 2022 Feb 13, 2023	BUY	$134.21 - $152.76 $4.41 Million - $5.02 Million	32,883 Added 51.22%	97,079 $14.2 Million
Q3 2022 Feb 13, 2023	SELL	$131.18 - $147.67 $217,758 - $245,132	-1,660 Reduced 2.52%	64,196 $8.64 Million
Q3 2022 Nov 14, 2022	SELL	$131.18 - $147.67 $713,750 - $803,472	-5,441 Reduced 7.63%	65,856 $8.77 Million
Q2 2022 Aug 15, 2022	SELL	$130.25 - $170.4 $400,258 - $523,639	-3,073 Reduced 4.13%	71,297 $9.72 Million
Q1 2022 May 16, 2022	BUY	$150.07 - $182.21 $11.2 Million - $13.6 Million	74,370 New	74,370 $12.5 Million

Others Institutions Holding MTUM

# of Institutions

1,109

Shares Held

65.7M

Call Options Held

456K

Put Options Held

930K

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About ISHARES MSCI USA MOMENTUM FACT

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Atria Wealth Solutions, Inc. Ishares Msci Usa Momentum Fact Transaction History