Ishares Tr Msci Usa Momentum Factor shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $62k | 243 | 256.45 |
| 2025-06-30 | $80k | 333 | 240.32 |
| 2025-03-31 | $74k | 368 | 202.13 |
| 2024-12-31 | $49k | 233 | 211.26 |
| 2024-06-30 | $38k | 196 | 194.87 |
| 2024-03-31 | $23k | 125 | 187.35 |
| 2023-09-30 | $29k | 198 | 144.08 |
| 2023-06-30 | $29k | 198 | 144.08 |
| 2022-12-31 | $46k | 317 | 146.01 |
| 2022-09-30 | $52k | 397 | 130.98 |
| 2020-12-31 | $261k | 1.6k | 161.61 |
| 2019-12-31 | $350k | 3.3k | 105.26 |
| 2019-09-30 | $337k | 3.2k | 105.26 |
| 2019-06-30 | $386k | 3.7k | 105.26 |
| 2019-03-31 | $190k | 1.6k | 120.00 |
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