Clearstead Advisors, LLC Ishares Msci Intl Momentum Fac Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 11, 2021	SELL	$32.73 - $37.94 $1,309 - $1,517	-40 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$31.58 - $34.61 $1,263 - $1,384	40 New	40 $1,000

Others Institutions Holding IMTM

# of Institutions

161

Shares Held

70.5M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

19.5M
Shares

$749 Million
1.72% of portfolio
Wealth Enhancement Advisory Services, LLC

18.6M
Shares

$716 Million
1.69% of portfolio
Envestnet Asset Management Inc

18.5M
Shares

$710 Million
0.25% of portfolio
Victory Capital Management Inc

1.78M
Shares

$68.5 Million
0.07% of portfolio
Black Rock Inc. New York, NY

1.05M
Shares

$40.4 Million
0.0% of portfolio

About ISHARES MSCI INTL MOMENTUM FAC

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