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Ishares Tr Msci Usa Momentum Factor shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 34k 156.89
2023-09-30 $1.3M 9.1k 139.71
2023-06-30 $1.2M 8.6k 144.25
2023-03-31 $3.0M 22k 139.04
2022-12-31 $9.6M 66k 145.93
2022-09-30 $2.0M 15k 131.18
2022-06-30 $1.9M 14k 136.38
2022-03-31 $11M 64k 168.26
2021-12-31 $11M 63k 181.82
2021-09-30 $13M 76k 175.60
2021-06-30 $19M 112k 173.43
2021-03-31 $17M 107k 160.86
2020-12-31 $19M 115k 161.29
2020-09-30 $4.4M 30k 147.41
2020-06-30 $3.3M 31k 106.49
2020-03-31 $3.3M 31k 106.49
2019-12-31 $4.1M 33k 125.56
2019-09-30 $7.7M 65k 119.25
2019-06-30 $8.4M 71k 118.95
2019-03-31 $9.9M 88k 112.18
2018-12-31 $11M 108k 100.23
2018-09-30 $39M 330k 119.00
2018-06-30 $37M 333k 109.70
2018-03-31 $29M 270k 105.92
2017-12-31 $16M 157k 103.13
2017-09-30 $12M 123k 95.68
2017-06-30 $4.4M 49k 88.90
2017-03-31 $3.7M 44k 82.65
2016-12-31 $4.0M 53k 75.85
2016-09-30 $3.4M 44k 77.37
2016-06-30 $2.7M 35k 77.01
2016-03-31 $2.3M 31k 73.09
2015-12-31 $2.1M 30k 69.52
2015-09-30 $29k 2.0k 14.66
2015-06-30 $572k 8.0k 71.48
2015-03-31 $495k 7.0k 70.34
2014-12-31 $468k 6.9k 68.05
2014-09-30 $327k 5.0k 64.78
2014-06-30 $246k 3.9k 63.32

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

Top funds holding Ishares Tr Msci Usa Momentum Factor

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

View all funds holding Ishares Tr Msci Usa Momentum Factor