W.G. Shaheen & Associates Dba Whitney & CO Ishares Msci Usa Momentum Fact Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	$92.8 - $119.62 $28,304 - $36,484	-305 Closed	0 $0
Q1 2018 May 11, 2018	BUY	$101.94 - $113.56 $31,091 - $34,635	305 New	305 $32,000

Others Institutions Holding MTUM

# of Institutions

753

Shares Held

50.7M

Call Options Held

132K

Put Options Held

886K

Envestnet Asset Management Inc

7.9M
Shares

$1.59 Billion
0.55% of portfolio
Mercer Global Advisors Inc Denver, CO

7.55M
Shares

$1.52 Billion
3.72% of portfolio
Raymond James & Associates St Petersburg, FL

2.39M
Shares

$483 Million
0.3% of portfolio
Bank Of America Corp Charlotte, NC

1.83M
Shares

$371 Million
0.03% of portfolio
Assetmark, Inc

1.69M
Shares

$342 Million
0.98% of portfolio

View Full List

About ISHARES MSCI USA MOMENTUM FACT

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