Schneider Downs Wealth Management Advisors, LP Ishares Msci Usa Momentum Fact Transaction History

Schneider Downs Wealth Management Advisors, LP

$439 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 15, 2020	SELL	$101.08 - $131.0 $233,494 - $302,610	-2,310 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$90.36 - $137.08 $208,731 - $316,654	2,310 New	2,310 $246,000

Others Institutions Holding MTUM

# of Institutions

756

Shares Held

51.6M

Call Options Held

132K

Put Options Held

886K

Envestnet Asset Management Inc

7.9M
Shares

$1.64 Billion
0.55% of portfolio
Mercer Global Advisors Inc Denver, CO

7.55M
Shares

$1.57 Billion
3.72% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$498 Million
0.3% of portfolio
Bank Of America Corp Charlotte, NC

1.83M
Shares

$382 Million
0.03% of portfolio
Assetmark, Inc

1.62M
Shares

$337 Million
0.98% of portfolio

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About ISHARES MSCI USA MOMENTUM FACT

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