Ishares Tr Msci Usa Momentum Factor shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 14k | 187.35 |
| 2023-12-31 | $2.6M | 17k | 156.89 |
| 2023-09-30 | $2.4M | 17k | 139.70 |
| 2023-06-30 | $3.6M | 25k | 144.25 |
| 2023-03-31 | $5.9M | 42k | 139.04 |
| 2022-12-31 | $8.5M | 58k | 145.93 |
| 2022-09-30 | $9.3M | 71k | 131.18 |
| 2022-06-30 | $13M | 97k | 136.37 |
| 2022-03-31 | $25M | 150k | 168.27 |
| 2021-12-31 | $35M | 190k | 181.82 |
| 2021-09-30 | $31M | 177k | 175.60 |
| 2021-06-30 | $29M | 169k | 173.43 |
| 2021-03-31 | $28M | 173k | 160.86 |
| 2020-12-31 | $27M | 168k | 161.29 |
| 2020-09-30 | $25M | 171k | 147.40 |
| 2020-06-30 | $21M | 159k | 131.00 |
| 2020-03-31 | $15M | 137k | 106.48 |
| 2019-12-31 | $16M | 127k | 125.56 |
| 2019-09-30 | $15M | 127k | 119.25 |
| 2019-06-30 | $14M | 118k | 118.60 |
| 2019-03-31 | $7.3M | 65k | 112.18 |
| 2018-12-31 | $3.3M | 33k | 100.24 |
| 2018-09-30 | $5.0M | 42k | 119.01 |
| 2018-06-30 | $4.5M | 41k | 109.70 |
| 2018-03-31 | $14M | 131k | 105.92 |
| 2017-12-31 | $11M | 103k | 103.13 |
| 2017-09-30 | $10M | 107k | 95.68 |
| 2017-06-30 | $3.1M | 35k | 88.88 |
| 2016-12-31 | $910k | 12k | 75.83 |
| 2016-09-30 | $2.2M | 29k | 77.37 |
| 2016-06-30 | $2.5M | 33k | 76.39 |
| 2016-03-31 | $443k | 6.1k | 73.10 |
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