Nfp Retirement, Inc. Ishares Msci Usa Momentum Fact Transaction History

Nfp Retirement, Inc.

$1.27 Trillion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Feb 13, 2025	SELL	$133.17 - $146.27 $195,227 - $214,431	-1,466 Closed	0 $0
Q4 2022 Feb 13, 2025	BUY	$134.21 - $152.76 $196,751 - $223,946	1,466 New	1,466 $214 Million

Others Institutions Holding MTUM

# of Institutions

919

Shares Held

67.5M

Call Options Held

102K

Put Options Held

1.59M

Envestnet Asset Management Inc

12.6M
Shares

$2.87 Billion
0.87% of portfolio
Mercer Global Advisors Inc Denver, CO

6.91M
Shares

$1.57 Billion
3.53% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.78M
Shares

$633 Million
0.22% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$545 Million
0.3% of portfolio
Morgan Stanley New York, NY

2.2M
Shares

$500 Million
0.03% of portfolio

About ISHARES MSCI USA MOMENTUM FACT

Ticker MTUM
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