Moss Adams Wealth Advisors LLC Ishares Msci Usa Momentum Fact Transaction History

Moss Adams Wealth Advisors LLC

$946 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Dec 20, 2023	SELL	$133.17 - $146.27 $1,065 - $1,170	-8 Closed	0 $0
Q4 2022 Dec 20, 2023	BUY	$134.21 - $152.76 $1,073 - $1,222	8 New	8 $1.17 Million

Others Institutions Holding MTUM

# of Institutions

948

Shares Held

67.8M

Call Options Held

203K

Put Options Held

3.11M

Envestnet Asset Management Inc

12.6M
Shares

$2.52 Billion
0.87% of portfolio
Mercer Global Advisors Inc Denver, CO

6.91M
Shares

$1.38 Billion
3.53% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.78M
Shares

$555 Million
0.22% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$479 Million
0.3% of portfolio
Morgan Stanley New York, NY

2.2M
Shares

$439 Million
0.03% of portfolio

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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