Ishares Tr Msci Usa Momentum Factor shares owned by Apella Capital
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $59M | 318k | 185.91 |
| 2023-12-31 | $51M | 333k | 152.32 |
| 2023-09-30 | $50M | 356k | 139.70 |
| 2023-06-30 | $50M | 349k | 144.25 |
| 2022-12-31 | $40M | 277k | 145.93 |
| 2022-09-30 | $29M | 224k | 131.18 |
| 2022-06-30 | $26M | 190k | 136.37 |
| 2022-03-31 | $24M | 144k | 168.27 |
| 2021-12-31 | $20M | 112k | 181.82 |
| 2021-09-30 | $13M | 75k | 175.60 |
| 2021-06-30 | $6.6M | 38k | 173.43 |
| 2021-03-31 | $5.7M | 35k | 160.86 |
| 2020-12-31 | $4.8M | 30k | 161.29 |
| 2020-09-30 | $4.1M | 28k | 147.38 |
| 2020-06-30 | $3.2M | 24k | 130.99 |
| 2020-03-31 | $2.1M | 19k | 106.47 |
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