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Ishares Tr Msci Usa Momentum Factor shares owned by HPM Partners

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

Historical chart of HPM Partners 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 HPM Partners 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 HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $179M 1.1M 156.89
2023-09-30 $163M 1.2M 139.70
2023-06-30 $179M 1.2M 144.25
2023-03-31 $462k 3.3k 139.04
2022-12-31 $449k 3.1k 145.80

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View all positions for HPM Partners

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