Kenfarb & Co. Ishares Msci Usa Momentum Fact Transaction History

Kenfarb & Co.

$108 Million
Q3 2023

A detailed history of Kenfarb & Co. transactions in Ishares Msci Usa Momentum Fact stock. As of the latest transaction made, Kenfarb & Co. holds 202 shares of MTUM stock, worth $43,803. This represents 0.03% of its overall portfolio holdings.

Number of Shares

202

Previous 202 -0.0%

Holding current value

$43,803

Previous $29,000 3.45%

% of portfolio

0.03%

Previous 0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$131.18 - $147.67 $26,498 - $29,829	202 New	202 $26,000

Others Institutions Holding MTUM

# of Institutions

942

Shares Held

67.7M

Call Options Held

203K

Put Options Held

3.11M

Envestnet Asset Management Inc

12.6M
Shares

$2.73 Billion
0.87% of portfolio
Mercer Global Advisors Inc Denver, CO

6.91M
Shares

$1.5 Billion
3.53% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.78M
Shares

$602 Million
0.22% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$519 Million
0.3% of portfolio
Morgan Stanley New York, NY

2.2M
Shares

$476 Million
0.03% of portfolio

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About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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