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Ishares Tr Msci Usa Momentum Factor shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 19k 156.89
2023-09-30 $2.9M 21k 139.70
2023-06-30 $2.8M 19k 144.25
2023-03-31 $2.9M 21k 139.04
2022-12-31 $3.1M 21k 145.93
2022-09-30 $2.7M 21k 131.16
2022-06-30 $2.8M 21k 136.37
2022-03-31 $3.4M 20k 168.27
2021-12-31 $3.2M 18k 181.81
2021-09-30 $601k 3.4k 175.68
2021-06-30 $686k 4.0k 173.45
2021-03-31 $653k 4.1k 160.88
2020-12-31 $634k 3.9k 161.41
2020-09-30 $577k 3.9k 147.31
2020-06-30 $578k 4.4k 130.95
2020-03-31 $2.3M 21k 106.49
2019-12-31 $2.1M 17k 125.54
2019-09-30 $2.2M 19k 119.25
2019-06-30 $2.1M 18k 118.61
2019-03-31 $3.1M 28k 112.18
2018-12-31 $4.9M 49k 100.24

More positions owned by Gladstone Institutional Advisory

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Amazon (AMZN)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Gladstone Institutional Advisory

Top funds holding Ishares Tr Msci Usa Momentum Factor

Envestnet Asset Management
Mercer Global Advisors
Raymond James & Associates
BlackRock
Bank of America Corporation
Assetmark
Morgan Stanley
State Treasurer State Of Michigan
Citadel Advisors
Ronald Blue Trust
Savant Capital Management
HPM Partners
Wealth Enhancement Advisory Services
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Ishares Tr Msci Usa Momentum Factor