Vanguard Personalized Indexing Management, LLC Ishares Msci Usa Momentum Fact Transaction History

Vanguard Personalized Indexing Management, LLC

$6.09 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	BUY	$152.32 - $189.2 $201,824 - $250,689	1,325 New	1,325 $248,000

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

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About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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