Schwarz Dygos Wheeler Investment Advisors LLC Ishares Msci Usa Momentum Fact Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$392 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 15, 2019	SELL	$115.63 - $123.04 $236,694 - $251,862	-2,047 Closed	0 $0
Q1 2019 Nov 15, 2019	BUY	$96.81 - $112.18 $198,170 - $229,632	2,047 New	2,047 $230,000

Others Institutions Holding MTUM

# of Institutions

773

Shares Held

48.7M

Call Options Held

266K

Put Options Held

778K

Envestnet Asset Management Inc

7.96M
Shares

$1.72 Billion
0.53% of portfolio
Mercer Global Advisors Inc Denver, CO

7.92M
Shares

$1.71 Billion
3.52% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$518 Million
0.3% of portfolio
Assetmark, Inc

1.69M
Shares

$367 Million
0.98% of portfolio
Black Rock Inc. New York, NY

1.51M
Shares

$326 Million
0.01% of portfolio

View Full List

About ISHARES MSCI USA MOMENTUM FACT

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