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Ishares Tr Msci Usa Momentum Factor shares owned by Aspire Private Capital

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Aspire Private Capital from 13F filings

Historical chart of Aspire Private Capital 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 Aspire Private Capital 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 Aspire Private Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $382k 2.0k 187.37
2023-12-31 $251k 1.6k 156.96
2023-09-30 $217k 1.6k 139.74
2023-06-30 $235k 1.6k 144.21
2023-03-31 $328M 2.4k 139048.07
2022-12-31 $472M 3.2k 145921.43
2022-09-30 $225k 1.7k 130.89
2022-06-30 $191k 1.4k 136.23
2022-03-31 $209k 1.2k 168.01
2021-12-31 $173k 951 181.91
2021-09-30 $402k 2.3k 175.70
2021-06-30 $436k 2.5k 173.50
2021-03-31 $112k 697 160.69
2020-12-31 $4.0k 23 173.91
2020-09-30 $3.0k 21 142.86
2020-06-30 $21k 150 142.86
2020-03-31 $999 7 142.86
2019-12-31 $3.0k 23 130.43
2019-09-30 $121k 1.0k 119.45
2019-06-30 $119k 1.0k 118.29
2019-03-31 $95k 846 112.29
2018-12-31 $180k 1.8k 100.45

More positions owned by Aspire Private Capital

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Ser Tr Bloomberg High Y (JNK)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Ser Tr Portfolio S&p600 (SPSM)

View all positions for Aspire Private Capital

Top funds holding Ishares Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
Ronald Blue Trust
Savant Capital Management
HPM Partners
Wealth Enhancement Advisory Services
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Susquehanna International
CI Private Wealth
UBS Group
Wells Fargo & Company

View all funds holding Ishares Tr Msci Usa Momentum Factor