Ishares Tr Msci Usa Momentum Factor shares owned by LPL Financial
Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Ishares Tr Msci Usa Momentum Factor
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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $126M | 620k | 202.76 |
| 2024-06-30 | $118M | 608k | 194.87 |
| 2024-03-31 | $115M | 611k | 187.35 |
| 2023-09-30 | $83M | 597k | 139.70 |
| 2023-06-30 | $96M | 668k | 144.25 |
| 2023-03-31 | $116M | 836k | 139.04 |
| 2022-12-31 | $213M | 1.5M | 145.93 |
| 2022-09-30 | $83M | 630k | 131.18 |
| 2022-06-30 | $99M | 726k | 136.37 |
| 2022-03-31 | $141M | 837k | 168.27 |
| 2021-12-31 | $203M | 1.1M | 181.82 |
| 2021-09-30 | $203M | 1.2M | 175.60 |
| 2021-06-30 | $272M | 1.6M | 173.43 |
| 2021-03-31 | $272M | 1.7M | 160.86 |
| 2020-12-31 | $218M | 1.3M | 161.29 |
| 2020-09-30 | $200M | 1.4M | 147.40 |
| 2020-06-30 | $171M | 1.3M | 131.00 |
| 2020-03-31 | $130M | 1.2M | 106.48 |
| 2019-12-31 | $139M | 1.1M | 125.56 |
| 2019-09-30 | $175M | 1.5M | 119.25 |
| 2019-06-30 | $159M | 1.3M | 118.60 |
| 2019-03-31 | $151M | 1.3M | 112.18 |
| 2018-12-31 | $163M | 1.6M | 100.23 |
| 2018-09-30 | $183M | 1.5M | 119.00 |
| 2018-06-30 | $182M | 1.7M | 109.70 |
| 2018-03-31 | $119M | 1.1M | 105.92 |
| 2017-12-31 | $86M | 831k | 103.13 |
| 2017-09-30 | $45M | 471k | 95.68 |
| 2017-06-30 | $27M | 300k | 88.89 |
| 2017-03-31 | $28M | 333k | 82.65 |
| 2016-12-31 | $17M | 226k | 76.08 |
| 2016-09-30 | $17M | 220k | 76.34 |
| 2016-06-30 | $13M | 172k | 77.19 |
| 2016-03-31 | $22M | 297k | 72.77 |
| 2015-12-31 | $17M | 240k | 72.15 |
| 2015-09-30 | $3.4M | 48k | 70.51 |
| 2015-06-30 | $357k | 5.0k | 71.74 |
| 2015-03-31 | $609k | 8.7k | 69.77 |
| 2014-12-31 | $427k | 6.3k | 68.06 |
| 2014-09-30 | $772k | 12k | 63.92 |
| 2014-06-30 | $771k | 12k | 63.25 |
| 2014-03-31 | $1.3M | 21k | 60.36 |
| 2013-12-31 | $474k | 7.9k | 60.05 |
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