Wfa Asset Management Corp Ishares Msci Usa Momentum Fact Transaction History

Wfa Asset Management Corp

$177 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 13, 2023	SELL	$138.94 - $147.4 $23,758 - $25,205	-171 Closed	0 $0
Q2 2023 Oct 13, 2023	BUY	$135.5 - $144.47 $23,170 - $24,704	171 New	171 $24.7 Million

Others Institutions Holding MTUM

# of Institutions

1,038

Shares Held

68.2M

Call Options Held

869K

Put Options Held

555K

Envestnet Asset Management Inc

12.6M
Shares

$3.11 Billion
0.93% of portfolio
Mercer Global Advisors Inc Denver, CO

7.42M
Shares

$1.82 Billion
3.49% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.93M
Shares

$720 Million
0.23% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$588 Million
0.3% of portfolio
Lpl Financial LLC Fort Mill, SC

2.3M
Shares

$566 Million
0.2% of portfolio

About ISHARES MSCI USA MOMENTUM FACT

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